Riva CRM 2.4.28 (2012.04.16)

  • Updated

This release includes the following enhancements:

CRM Specific Enhancements / Fixes

  • Salesforce: Connection option to include primary contact as attendee - Added option for sync policy and added "Include primary contact as attendee" check box in Salesforce connection "Options" page.
  • Salesforce: Ability to match Accounts based on Account.Email__c custom fields - Modifications to automatically detect custom email fields on the accounts module and if found, use them when querying for accounts by domain. Contact Omni support for instructions.
  • Salesforce: "Sync email attachments to the task itself" should be auto-selected -  "Sync email attachments to the task itself" option is auto-checked when creating a new Salesforce connection.
  • Salesforce: Matching portal-only users as regular system users -  A corrected issue so that Riva does not select  Salesforce portal users as Salesforce user accounts for SmartConvert.
  • Salesforce: FIELD_INTEGRITY_EXCEPTION error creating private events - A corrected issue caused when syncing private Outlook appointments to Salesforce as private events.
  • Oracle On Demand: task contacts should not be retrieved - Modified so that CRM task contacts are not synced to Outlook (Exchange) address book unless organic filtering is enabled.
  • Oracle On Demand: ArgumentNullException Error on Impersonation Test -  resolved issue causing an "ArgumentNullException" error when the impersonation test was done using the domain/username format.
  • NetSuite: INVALID_KEY_OR_REF errors - Fixed issue to ensure SmartConvert with email and appointments does not link to inactive CRM users.
  • MSCRM: Contact assistant name and phone fields mapping - added default mappings for assistantName and assistantPhone for contacts.
  • MSCRM: ConnectBar only shows one link as "Edit" and "View" are identical
  • MSCRM: Custom filters limited to "By Ownership" - Custom filters should only be used if the filter is set to "By ownership".
  • Sugar - Meetings created in CRM are reassigned to different users on update - fixed logic to ensure that updated appointments are not reassigned to different users in CRM.

Exchange/Outlook Specific Enhancements / Fixes

  • MAPI:  MAPI_E_TOO_BIG error polling for changes in sent items - Fixed issue that caused MAPI_E_TOO_BIG errors when Riva polled for changes in sent items.

GroupWise Specific Enhancements / Fixes

  • GroupWise Sync: NRE while syncing user - fixed issue that caused an "Object reference not set to an instance of an object" error while trying to sync a GroupWise 2012 user.

Noticeable Fixes or Sync Workflow Changes

Upgrading to the 2.4.28 release will fix the following errors and sync flow issues:

  • Contact Creation filter is case sensitive - The corrected so that Riva reads filters as case-insensitive.
  • Attachment filtering filtering out all attachments - corrected bug caused Riva to filter all attachments when the inclusive option is checked.
  • Sync error: CrmObject returned without valid date modified - fixed bug that caused a sync error "CrmObject returned without valid date modified".

Special options that can be enabled by Omni Professional Services

These features have been added to Riva to support customer-specific requirements.  Contact Omni support to discuss and enable any of these custom changes.

  • Advanced option to enable Exchange to CRM uni-direction sync - It should only be used in very controlled environments, and especially not in deployments that use GlobalObjectId mapping.
  • Added ability to set default record type by name in Salesforce connection - Only use this while working with Riva technical support.
  • Oracle On Demand:  Added Custom Filter support for Oracle - added ability to define fields and string values to filter against.

Recommended Update Procedures:  Customers can upgrade their Riva CRM Integration Server server using the "Check for Updates" feature which can be configured to support proxy authentication environments.

Previous Release:   Riva CRM 2.4.27 (2012.03.21)

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