Add Prefix to Name of Account Created by Email SmartConvert

  • Updated

Applies to...

By default, when Riva Sync processes contacts and accounts, when the SmartConvert does not successfully match an existing account, a new account is created in the CRM. Riva removes the email recipient name and the @ sign from the email address and uses the email domain as the new account name. For example, a contact with the email address  john.doe@mycompany.com is used to generate an account called mycompany.com

In order to easily identify accounts generated by Riva, a prefix can be defined.

Example: Some customers have requested that Riva leave the @ character as the leading character in the auto-generated account name. This would differentiate mycompany.com (an account manually generated by a CRM user) from @mycompany.com (a Riva-generated account name). This would also serve as a reminder to the assigned user that the account details in @mycompany.com may be incomplete.

Define a Prefix for the Names of Accounts Created by Riva

Riva can be configured to prefix a character (like '@' or '#') or a string (like 'New - ') to the domain name for auto-generated account names.

How to do it for Riva Cloud

How to do it in Riva On-Premise

  1. Apply the following advanced custom option to the sync policy:

    Sync.Crm.AutoGeneratedAccountNamePrefix = [prefix]

  2. Restart the CRM synchronization service.

Examples:

  • Sync.Crm.AutoGeneratedAccountNamePrefix = "@"
    • Produces @mycompany.com as the CRM account name.
  • Sync.Crm.AutoGeneratedAccountNamePrefix = "#"
    • Produces #mycompany.com as the CRM account name.
  • Sync.Crm.AutoGeneratedAccountNamePrefix = "New - "
    • Produces New - mycompany.com as the CRM account name.

See Also

Applies to

  • Riva Cloud for Office 365 and Exchange.
  • Riva On-Premise 2.4.24 or higher for Office 365 and Exchange.

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