This is the overview for creating and updating various CRM records from Riva Insight.
For end users: Creating and updating various CRM records from Riva Insight.
For admins: Enabling end users to create and/or update various CRM records from Riva Insight.
For end users: Creating and updating various CRM records from Riva Insight.
For admins: Enabling end users to create and/or update various CRM records from Riva Insight.
- Which CRM records can be created and/or updated directly from Riva Insight.
- System requirements.
- Supported CRMs.
Which CRM Records Can Be Created or Updated Directly from Riva Insight
After a quick configuration by your company's Riva Insight administrator, end users can create and/or update one or more of these types of CRM records from Riva Insight.
- Contacts,
- Leads,
- Accounts,
- Opportunities, and
- Tasks.
Notes:
- Riva Insight is configured with a predefined set of fields for each create and update window. The fields can be customized: add your own fields, reorder the fields, remove, change labels, add validation, or change whether a field is required. For customizations, contact the Riva Success Team.
- The ability to create CRM contacts from Riva Insight was introduced in version 2020.2.
Minimum System Requirements
Note: If you use the Riva Insight Outlook Windows add-in, we recommend upgrading to version 2020.3.
Supported CRMs
- Salesforce
- Microsoft Dynamics CRM.
Your company's Riva Insight systems administrator is required for the procedure in this article.
How do end users create and update CRM items from Riva Insight?
How do end users create and update CRM items from Riva Insight?
Minimum requirements:
- For Riva Insight On-Premise: Riva Insight Server 2020.3.
Supported CRMs:
- Salesforce.
-
Microsoft Dynamics CRM.
To enable Riva Insight end users to create and/or update CRM records from Riva Insight:
-
In Riva Insight, at the top of the panel, click
.
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Click on Settings, a window will appear, select the Insight Features on the left tab and then select Features Config.
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Select Create and/or Update for each CRM module that you want users to create and/or update records for. Click Reload Settings on the bottom right of screen to save.