Add Prefix to CRM Account Name Created From Email Contact

  • Updated

By default, when Riva creates a new CRM contact based on an Exchange contact, Riva uses the value of the Company Name field or the domain of the contact's email to name the corresponding account or organization object.

Riva-generated accounts are indistinguishable from other accounts when searched for in the CRM, but they most likely require input to fill out the rest of the details. You might benefit from adding a prefix to the names of such accounts so that you can find them more easily in the CRM to finish processing them.

To add a prefix to a CRM account name created from an Exchange contact:

  • Apply the following advanced option:

    Sync.CRM.AutoGeneratedNonEmptyOrgNameFormat = "prefix ",

    where "prefix " is a string value that is prefixed to the company name.

    Note: Adding a space at the end of the prefix is vital because it adds a space between the prefix and the company name in a Riva-generated account name.

Examples:

  • If the prefix you specify is "AutoRivaGenerated " and a contact with the company name "My Company" is synced by Riva from Exchange to the CRM, then the new account or organization object in the CRM is named "AutoRivaGenerated My Company".

  • Sync.Crm.AutoGeneratedNonEmptyOrgNameFormat ="@ "
    produces @ My Company as the CRM account name.

  • Sync.Crm.AutoGeneratedNonEmptyOrgNameFormat ="# "
    produces # My Company as the CRM account name.

  • Sync.Crm.AutoGeneratedNonEmptyOrgNameFormat ="(New) "
    produces (New) My Company as the CRM account name.

  • Sync.Crm.AutoGeneratedNonEmptyOrgNameFormat ="New - "
    produces New - My Company as the CRM account name.

Tip: By defining a prefix that begins with the letter "A", a user or CRM administrator can quickly locate auto-generated account records in the CRM to modify them.

See also:

Applies to

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