Applies to Riva Insight 2020.5 or higher.
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
- 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:
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In Riva Insight, at the bottom, click . Navigate to Settings > General > CRM Modules Config, as in the screen shot.
Note: In older versions of Riva Insight, navigate to Insight Panel > General Settings > CRM Modules Config.
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Drag a module from the Disabled Modules list and drop it in the Enabled Modules list.
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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.
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To enable another module and make it searchable, repeat steps 2 and 3.
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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:
- In Riva Insight, go to Settings > General > CRM Modules Config. Select Edit (pencil icon), next to the module you want to rename.
- Enter the singular and plural names, then select Save Changes.