With Riva, it is possible to insert the contact name, company name, and phone number into the subject of a GoldMine appointment or phone call that Riva syncs to Exchange.
For Riva 2.4.38 or higher, see Related contact details.
To insert contact details into the GoldMine appointment subject:
Create or modify the following app.setting file: Omni.Riva.CrmAgentEx.exe.config.
Include the following keys and values:
-
Insert contact details into the appointment subject. When enabled, this option will insert the primary contact name, company, primary phone number, email address, and street address.
GoldMine.Appointment.Regarding.Enable = True / False (true enables this option) -
Indicate if there are multiple contacts. If you need an indication that there are multiple contacts add this option:
GoldMine.Appointment.Regarding.ShowMultipleContacts = True / False (true enables this option)
If this is set, then if there are multiple contacts, the words “Multiple Contacts” will also be added to the subject. -
Insert contact details into the call subject. When enabled, this option will insert the contact name, company, and primary phone number.
GoldMine.PhoneCall.Regarding.Enable = True / False (true enables this option) -
Do not insert email address(es) in the subject. If GoldMine.PhoneCall.Regarding.Enable = True, set this option to "false" to ensure that inserted contact details do not include the email address of the contact..
GoldMine.Appointment.Subject.IncludeAddresses = True / False (false will not insert email addresses)
GoldMine.PhoneCall.Subject.IncludeAddresses = True / False (false will not insert email addresses)
Applies to
- For GoldMine and Exchange appointment contact details insertion - Riva for Exchange 2.4.24+
- For GoldMine and Exchange how multiple appointment contacts - Riva for Exchange 2.4.26+
- For GoldMine and Exchange phone call contact details insertion - Riva for Exchange 2.4.27+
- For GoldMine and Exchange do not insert email addresses - Riva for Exchange 2.4.31+
- In Riva 2.4.38+ this option is built into the interface. For more information, see Related contact details.