In this Release. This is a maintenance and update release that includes:
- Riva: Added UI option to customize "personal" email domain lists. (see How SmartConvert can Support Personal Email Domains and How the Contact "Company Name" and "Email Address" are used to match new contacts to existing Accounts)
- Riva: Added option to add a summary of all attachments that are not synched due to Riva policy filters, in the body of the synched email item. (see How to Manage Attachment Filter Options)
- CRM Ex: Added option to filter out all attachments. (see How to Manage Attachment Filter Options)
- CRM Ex: Added option to disable "Alarm/Reminder Synchronization" for calendar items. (see How to Disable Alarms and Notification Synchronization)
- CRM Ex: Added option to add a summary of all attachments that are not synchronized to the body of the email. (see How to Manage Attachment Filter Options)
- CRM Ex: Modified Exchange Connection UI to include links to KB articles.
- CRM Ex: Added advanced option to automatically remove closed task items. (see How to Automatically Remove Closed CRM Task Items from Exchange)
- CRM Ex: Added advanced option to automatically remove closed calendar items. (see How to Automatically Remove Closed CRM Calendar Items from Exchange)
- MSCRM: Added option in MSCRM connection to override the default passport URL.
- Saleslogix: When appointments are closed in Saleslogix, an appointment is normally removed from Outlook. Added option to retain closed appointments in Outlook calendar. (see Option to Keep SalesLogix Closed Calendar Items in Outlook)
- Saleslogix: Implemented SalesLogix ConnectBar with links to the SalesLogix web interface.
- Oracle CRM: Added timeout and web.proxy app.settings for AuthTimeout and ServiceTimeout. (see Oracle On Demand: Connection Timeout)
- Major enhancements and fixes.
Recommended Update Procedures:
- If you are running Riva 2.3.0 (or higher) you can perform a normal "Check for Updates" procedure.
- If you are updating from a previous version of Riva, before you update to version 2.3.0 (or higher), delete all of the address books, calendars, and folders Riva had previously created in the users' accounts. You will also need to either delete your existing Policy and create a new one or re-initialize all users and check ALL of the option tabs and folder names to confirm the new options. By creating a new policy, you are working with a clean set of data.
Previous Release: Riva CRM 2.4.20 (2010.01.25)