Configure Which Modules Are Searchable in Riva Insight

  • Updated

Applies to Riva Insight 2020.5 or higher.
 

This is a provisional article that is subject to change. For any questions or concerns, contact the Riva Success Team.


Contents:

These CRM modules have configuration options within Riva Insight. Contact and Account module search cannot be disabled, and some CRMs may not support all of the modules listed:

  • Contact
  • Account
  • Opportunity
  • Lead
  • Appointment
  • Email
  • Task
  • System User

Custom modules can be added for Riva Insight.

Note: Only modules that are specifically available in the CRM can be used in Riva Insight.
 

To configure which modules are searchable in Riva Insight:

  1. In Riva Insight, at the bottom, click Riva-Insight-settings (1).png. Navigate to Settings > General > CRM Modules Config, as in the screen shot.

    Insight kb 2137.png

    Note: In older versions of Riva Insight, navigate to Insight Panel > General Settings > CRM Modules Config.

  2. Drag a module from the Disabled Modules list and drop it in the Enabled Modules list.

  3. ​​​​​Ensure that the Searchable check box is selected.

    Tip: If the cursor is hovered over the check box, a tooltip is displayed to explain the check box's function.

  4. To enable another module and make it searchable, repeat steps 2 and 3.

  5. Click Save.

    Result: The CRM modules that you dragged and dropped into the Enabled Modules list are now searchable in Riva Insight.

To change the display name of a module: 

  1. In Riva Insight, go to Settings > General > CRM Modules Config. Select Edit (pencil icon), next to the module you want to rename.
     
  2. Enter the singular and plural names, then select Save Changes.

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