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What's New in This Release
- Improved Related Item Search
- Salesforce
- Notices
Improved Related Item Search
- For Track in CRM and Creates and Updates, the related item search has been improved
- Instead of showing the search results on the same page, the results now take up the entire size of the side panel
- Instead of showing as a table that may require both vertical and horizontal scrolling, the results are now displayed as cards.
2021.4 and earlier | 2022.1 and later |
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Salesforce Data Optimizations
- In Riva Insight 2021.4 and earlier, if Insight was configured to display additional or custom fields, the entire list of fields are returned.
- In Riva Insight 2022.1 and later, if Insight is configured to display additional or custom fields, a base set of fields are returned, along with any of the additional or custom fields that are required by Insight.
- If Insight is not configured to display additional or custom fields, only the base set of fields are returned (no change from previous versions).
Important Notice: End of Life for Internet Explorer on Windows
- Depending the type of Outlook add-in you are using for Riva Insight, you may already be impacted, or will be soon.
- As Riva Insight is using services from Microsoft, Office 365, and Salesforce, those companies or platforms have announced that they are ending (or have ended) support for Microsoft Internet Explorer. This will, as a consequence also end support for Microsoft Internet Explorer with Riva Insight.
- Refer to The Internet Explorer era has finally come to an end to determine if your client is using Internet Explorer as the embedded browser, and find out what steps are required to update to a client that uses Microsoft Edge Chromium (WebView2) as the embedded browser.