Set Primary Categories or Primary Labels

  • Updated
This article is about changing primary categories or labels.
It is also possible to manage custom categories on the Office 365 and Exchange color categories list.
 

Riva 2.4.48 or higher.

Changing Primary Categories or Labels

The Set Primary Categories window is where one or more synced modules can be assigned new primary Exchange categories or Google labels.

A primary category or label is used by Riva to identify items that will be synced to the CRM and items that have been synced from the CRM.

Notes:

  • For the address book, new categories or labels can be assigned to contacts and/or leads only if the sync has been configured to use the existing default address book.
  • The new categories or labels set in this window apply only to items that will be synced after the change has been made. Previously synced items are not reassigned to the new categories or labels.
  • In the sync policy, if the option Require category: Only sync new items with specified category have been selected on the Address BooksCalendar, and/or Task pages, then the end users need to manually assign the corresponding module's primary category or label to the items that they want to sync to the CRM.
  • It is also possible to manage custom categories on the Office 365 and Exchange color categories list.

To access the Set Primary Categories window:

  1. In the Riva Manager application, on the menu bar, select Policies.

  2. Double-click the applicable policy to edit it.

  3. In the Edit CRM Synchronization window that appears, on the menu bar, select Address BooksCalendar, or Task.

  4. Near the top of the right pane, select Pencil-to-set-the-primary-categories.png.

    Result: The Set Primary Categories window appears.

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