How to Limit The Number of Case or Opportunity Folders in Outlook

  • Updated

Applies to Riva Cloud and Riva On-Premise.

Riva has options to limit the number of created Cases or Opportunities to the number specified.

It is also possible to limit the number of AssignTo folders displayed in Outlook; this is independent of the limit for synced Cases or Opportunities discussed here. For example, you can set a maximum count of 50 open synced Opportunities, and also set a maximum number of 5 AssignTo Opportunity folders in Outlook.

Procedure for Riva Cloud

Contact the Riva Success Team.

Procedure for Riva On-Premise

To set the maximum count for Cases or Opportunities:

Apply the following advanced option(s) to the CRM connection:

Crm.MaxCount.FolderRecords.Case = ### 

Crm.MaxCount.FolderRecords.Opportunity = ###

where ### is an integer value that specifies the maximum number of open Cases or Opportunities created in Outlook.

Was this article helpful?




Article is closed for comments.