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What's New in This Release
- New! Track in CRM Meeting Notes Pop-out
- Increased Support for Drafts with Track in CRM
- App Bar Changes
- Other Enhancements and Bug Fixes
- Post-release Bug Fixes and Enhancements
Meeting Notes Pop-out for Track in CRM
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What's New!
- Not enough space to work on adding your notes? Now, you can pop-out your notes into a new, larger window.
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Current Limitations
- The pop-out functionality is only available with the Outlook Web Add-in client.
- Drafts are required for using the Meeting Notes pop-out.
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How do I access it?
- On Meeting Notes and Text Area fields, there is an expand icon in the bottom-right corner. Click on it to pop-out your notes in a new and larger window.
Increased Support for Drafts with Track in CRM
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Background
- Previous versions of the Outlook Web Add-in had limited support for Autosave Drafts, and only supported the following scenarios:
- Outlook Web Add-in when reading an email and opening Track in CRM from that email.
- Outlook Web Add-in when an attendee opens an appointment and opens Track in CRM from that appointment.
- Previous versions of the Outlook Web Add-in had limited support for Autosave Drafts, and only supported the following scenarios:
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What's new?
- The Outlook Web Add-in now supports the following scenarios for Autosave Drafts:
- Outlook Web Add-in in a browser.
- Outlook Web Add-in when writing an email and opening Track in CRM from that email.
- Outlook Web Add-in when an organizer creates an appointment or reopens it later — and opens Track in CRM from that appointment.
- The Outlook Web Add-in now supports the following scenarios for Autosave Drafts:
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How do I use it?
- Click on the expand icon within the bottom-right corner of the meeting notes or text area text editor.
Riva Insight Top App Bar Changes
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What's New!
- The App Bar now has a Home button:
- Quickly get back to the default Riva Insight view. No more clicking back multiple times.
- Need to reload the Riva Insight? Click on the Home button.
- The back button now works from more places.
- The Create button is now just a "+" icon.
- New App Bar menu item for My Day (coming soon)
- The App Bar now has a Home button:
Other Enhancements and Bug Fixes
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Riva Insight Cloud
- Fixed an issue where the new Salesforce login domain sign-in page was not displayed after logging in with a valid Salesforce login.
- Fixed an issue where the new Salesforce login domain sign-in page was not displaying the most recently used login first (but after any predefined logins)
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Riva Insight Cloud and On-Premise
- Fixed an issue where image files were not being cached
- Fixed an issue where titles were displaying the HTML encoded format for special characters
- Changed the related item and manual search to require a minimum of 2 characters (instead of 3)
- Increased number of thread pool minimum worker threads to 200 (previously setting was 2 threads per core)
- Added setting to prevent thread theft with Redis cache
- The Track button labels to track the mail item can now be set independently from the Track button labels that open the Track in CRM form.
- Fixed an issue that prevented login directly from browser (for testing purposes).
- Updated the Create/Update CRM to show any server-side Salesforce or CRM validation errors within the same page, allowing the user to fix and resubmit, instead of having to fill out the form again.
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Client - Outlook Web Add-in
- Fixed an issue where a tracked meeting series was not showing the settings used when tracking due to an empty draft overriding the values.
- The Outlook Web Manifest Generator now always includes appointments for mobile.
- Riva Insight is now supported for meetings and appointments on Outlook Mobile for iOS (Android was available starting in 2023.2).
Note: There are a couple limitations on iOS that may prevent the ability to track. Riva has confirmation from Microsoft that the issues have ben addressed. - Fixed an issue where the support for Graph was not detected on iOS, preventing the Track option to appear on Outlook Mobile for iOS.
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Client - Windows Add-in
- Updated Edge WebView2 SDK version from 1.0.955.0 to 1.0.1823.32 for better compatibility with the latest version of the Edge WebView2 Runtime (as of June 6, 2023)
- Fixed an issue where the tracked badge was not showing for an occurrence when the series is tracked.
Post-release Bug Fixes and Enhancements
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Riva Insight Cloud and On-Premise
- 2023.3.9.2565 - Added a new optional setting to prevent the ability to track an item on emails that do not have external attendees.
- 2023.3.9.2574 - Added more verbose logging to cache entries to aid in troubleshooting.
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Client - Outlook Web Add-in
- 2023.3.9.2619 - Fixed an issue for Outlook Mac where emails could be cut off when doing a Track and Send on an email.
- 2023.3.9.2728 - Fixed an issue for Outlook Desktop for Mac and Windows where emails could be cut off when doing a Track and Send on an email reply.
- 2023.3.9.2730 - Fixed an issue for Outlook on the Web that was preventing organizer meetings from being tracked while in read mode.
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Client - Windows Add-in
- 2023.3.9.2407 - Updated the Add-in to support an optional setting to prevent the ability to track an item on emails that do not have external attendees.
- 2023.3.9.2501 - Addressed an exception that occurs when composing an email, adding recipients, then removing the recipients causes Outlook to crash.