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What's New in This Release
The following table shows what's new for the Insight panel or Track in CRM, depending on the Riva Insight platform and add-in that you use.
Platforms | Riva Insight Add-Ins | |||
Outlook Web add-in | Outlook Windows add-in | IBM Notes add-in | ||
Riva Insight (Includes ![]() ![]() |
Cloud, On-Premise |
Ability to track against items from the Insight panel. | ||
Cloud, On-Premise |
New version of the Outlook Windows add-in: 1.31. | |||
Insight panel only | Cloud, On-Premise |
Consolidated views. | ||
Cloud, On-Premise |
Three viewing abilities are now enabled by default for supported configurations and CRMs. | |||
Cloud, On-Premise |
Other features. | |||
Track in CRM only | Cloud, On-Premise |
Support for leads as a standard module. | ||
Outlook Web add-in | Outlook Windows add-in | IBM Notes add-in |
Riva Insight: Insight Panel and Track in CRM
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Ability to track against items from the Insight panel:
(This feature has been extended to the Insight panel and Track in CRM in the Outlook Web add-in. In Riva Insight 2019.3, it was already available for the Outlook Windows add-in.)
Requirement: Riva Insight Windows add-in for Outlook, client version 1.29 or higher.
If the feature is enabled, a Track icon appears in the Insight panel next to every email, appointment, or task. Depending on how the feature is configured, selecting the Track icon can do the following:- It automatically tracks in CRM the item against the item's contact(s) and account(s).
- or - - It populates the Track in CRM window with the item's contact(s) and account(s) and lets the user make changes before selecting Track.
- It automatically tracks in CRM the item against the item's contact(s) and account(s).
- New version of the Outlook Windows add-in: 1.31.
Insight Panel Only
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Consolidated views:
Example of what needed consolidation: In Riva Insight 2019.3, an opportunity in the Open Opportunities section under an account did not look the same as an opportunity displayed by a search.
Now, no matter where a record is viewed, the record has the same fields and the same look.
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Three viewing abilities are now enabled by default for supported configurations and CRMs:
- Viewing Open Opportunities.
- Viewing Upcoming Events and Recent Events for a contact.
- Viewing contacts under accounts.
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Other features:
- Ability to customize and configure the display name of records.
- Sorting is based on the display names. For example, contacts under an account are listed by their display names.
- Support for leads as a standard module:
To enable leads on the Insight panel, contact the Riva Success Team.
When leads are enabled, you can manually search for them. - You can now view the settings of the About page even when you are not authenticated.
Track in CRM Only
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Support for leads as a standard module:
To enable leads in Track in CRM, contact the Riva Success Team.
When leads are enabled, you can track them.