Riva Insight 2019.6: Release Notes

  • Updated
Server version: 2019.6     Which version do I have?
Client versions: Outlook Web add-in:
square bullet with no indent to its leftThe Outlook Web Add-in does not have a version.
square bullet with no indent to its leftIt does not need to be updated to take advantage of the Riva Insight Server enhancements.

Desktop add-in:
Some of the functionality of Riva Insight server 2019.6 requires the following minimum version for your desktop add-in.
 
To benefit from Riva Insight's latest enhancements and improvements, we recommend updating your desktop add-in to the following version:

 

  • Outlook Windows add-in, version 1.32. — If this version is not installed on your device, the Riva Insight login page and Settings page display a message to that effect.
Release date: Nov. 08, 2019
Cloud customers: Riva Insight services were upgraded automatically 2019-11-08 (November 08).
On-Premise customers: For an upgrade package and to schedule an upgrade, contact the Riva Success Team.
Free-Trial (18).png Riva Insight (Cloud version) is available as a free 15-day trial.

What's New in This Release

The following are available for

  • Both Riva Insight platforms: Cloud and On-Premise.
  • Both Outlook add-ins: Outlook Web add-in and Outlook Windows add-in.

Insight Panel

Ability to add status or KPI indicators on enrich icons and/or display fields:

  • Background:
    • A display field displays CRM information in the Insight panel.
    • An enrich icon accompanies a display field.
  • Examples of possible indicators:
    • Overdue item.
    • High priority.
    • Lead: cool, warm, hot.
  • How it works:
    • An indicator is displayed if a condition is met.
    • A tooltip is specified to appear when hovering over an indicator.
    • To configure indicators, conditions, and tooltips, contact the Riva Success Team.
  • The screen shot displays an opportunity that has passed its expected close date, as described in the tooltip. The indicator is a red flag.
    Indicator-and-tooltip-example.png

Track in CRM

Auto populating contacts and accounts in the Track in CRM window:

  • The Track in CRM window can be configured to auto populate the Contact field based on
    • an email's recipient/sender list.
    • an appointment's organizer/attendee list.
  • The account is auto populated based on the first populated contact.
  • If QuickTrack has been used to set the contact and account, auto populate does not overwrite them.
  • To configure this feature, contact the Riva Success Team.

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