Riva Insight 2017.3: Release Notes

  • Updated

The Riva team is excited to release Riva Insight, version 2017.3.

Your success is our top priority, and our team is available to help answer any questions you might have about this release. Please reach out to the Riva Success Team by sending a message.

 

The Riva Insight release notes list the major features in the release.

Server version: 2017.3
Release date: Nov. 16, 2017

Determine which version is installed.

Riva Insight for Riva Cloud has been upgraded automatically, unless you are using a dedicated instance (a custom URL) of Riva Insight on Riva Cloud. In that case, contact the Riva Success Team.

If you are using Riva Insight configured on-premise, contact the Riva Success Team for an upgrade package and to schedule a time to upgrade. The upgrade package is available on Nov. 16, 2017.

Release Notes

All the updates in this release apply to

  • Riva Insight for Outlook (on Windows).
  • Riva Insight for IBM Notes.

Riva Insight for Outlook (on Windows) and for IBM Notes

New look and feel

2017-3-.png

 

  1. The Insights panel now has a header and primary logos.

  2. Colour (blue on this screen shot) to distinguish hyperlinked text.

  3. Select this icon to see the CRM page that stores the organization information.

  4. The organization's address is always displayed. Select it to bring up a full browser view of Google Maps that displays the organization's location.

  5. The third-party integration icons are displayed in colour to the right.

  6. Select this icon to see the CRM page that stores the contact information.

  7. The third-party integration icons are displayed in colour to the right.

Note: Better tool tips appear when the mouse cursor hovers over an icon.


 

 

 

Support for Displaying Additional Fields for Organizations and Contacts

2017-3-with-additional-fields-.png

The Insights panel now has the ability to display additional CRM fields under organizations and contacts. The additional fields may be standard CRM fields or custom fields you have added to your CRM.

With the additional fields, you can:

  • Display an icon next to (or in lieu of) the label.
  • Show or hide the label or icon.
  • Create a hyperlink based on the same or other fields.
  • Combine multiple fields to display as a single field.

To find out more on adding fields to the Insights panel, contact the Riva Success Team.

 

Ability to apply your company branding

2017-3-customized.png

You can have the Insights panel customized with your own logos and colours:

  1. Add your corporate logo in the header, and have it linked directly to your corporate website or intranet.
  2. Add a secondary logo that can be used to link directly to your CRM or other application.
  3. Set a primary colour for the headings and links.
  4. Set a secondary colour for the separators.

To rebrand the Insights panel with your own logos and colours, contact the Riva Success Team.

 

Other enhancements

Support for Riva Insight On-Premise with users on multiple domains.

Riva Insight Mail App

No updates in this release.

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