Riva Insight 2024.3 Release Notes

  • Updated

 

Server Version:

Which version do I have?

 Insight Server 2024.3 -v2024.3.9.xxx

Client Versions:

Which version do I have?

Outlook Web Add-in

  • The Outlook Web Add-in does not have a version.
  • It does not need to be updated with every release to take advantage of the Riva Insight Server enhancements.

Outlook Windows Add-in 2024.3 - v2024.3.9.xxx

  • Get Windows Add-in version 2023.4
  • In order to benefit from Riva Insight's latest enhancements and improvements, we recommend using the same version of Outlook Windows add-in as the Insight Server.
  • We do not recommend upgrading the add-in to a version that is higher than the Riva Insight Server, as we cannot guarantee it would be compatible.
Release Date: August 29,2024
Cloud Customers: The week of August 29,2024
On-Premise Customers: For an upgrade package and to schedule an upgrade, contact the Riva Success Team
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New! Login with Microsoft

  • What's New!
    • You can now use your existing Microsoft account credentials to log in to Riva Insight. This eliminates the need to manage separate login credentials and simplifies the access process.
  • How to Enable
    • In Riva Cloud, go to the settings for your email connection.   Check the "Enable for Insight Sign-on" option to enable.
  • Availability
    • Login with Microsoft is presently only available for Insight Cloud.

New! User Experience

  • What's New!
    • Riva Insight's user interface has been redesigned to be cleaner, more intuitive, and easier to navigate.
    • The context view, Track in CRM, and sales engagement features are available in separate tabs (labeled 'Related', 'Track' and 'Actions').
    • The Search has been moved to the top application bar.
    • Login with Salesforce will default to the last used login.
    • Ability to "Quick Track" a meeting or email.
  • Riva Insight User Guide 2024.3

New! Leads in the Context View

  • What's New!
    • Additional support for Leads has been added to Riva Insight
    • Meeting attendees and email recipients that have leads within CRM will now show in the context view (related tab).
    • Track in CRM will autopopulate with leads if there are no matches to contacts.

Enhancements

  • Riva Insight Cloud (with Web Add-in client)
    • 9d52660b - Added feedback option to Riva Copilot to allow improvements/suggestions to be submitted.
    • 2024.3.9.5608 (2024.1.9.6462) - Updated Riva Copilot to provide contact suggestions for meetings/appointments.
  • Riva Insight Cloud and On-Premise (any client)
    • 2024.3.9.6764 (2024.1.9.6800) - Added a setting that will allow multi-select related item controls to be autopopulated with multiple accounts instead of the first one. To enable, add the key  to the related item control in the track configuration file. 
      • <IsRelatedContactControlPopulateAll>true</IsRelatedContactControlPopulateAll>
    • 2024.3.9.7299 (2024.1.9.7440) - Autopopulate leads in Track in CRM if no contacts are autopopulated. Available by default in 2024.3 when leads are enabled.  Must be enabled for 2024.1 by adding the key to the company settings configuration file. 
      • <add key="Insight.ContextView.ShowLeads.IsEnabled" value="True" />
    • 2024.3.9.7333 (2024.1.9.7440) - Matched and unmatched leads will now show in the context view.  Available by default in 2024.3 when leads are enabled. Must be enabled for 2024.1 by adding the key to the company settings configuration file. 
      • <add key="Insight.ContextView.ShowLeads.IsEnabled" value="True" />
  • Riva Insight Cloud and On-Premise (with Web Add-in client)
    • 2024.3.9.6826 (2024.1.9.6849) - Added a setting that will allow a new meeting to be created and tracked without sending out the meeting invitation to the meeting attendees.  Add the key to the advanced options of the track configuration file to enable. 
      • <add key="Track.MailItems.TrackAndCloseForNewMeeting.IsEnabled" value="True" />
    • 2024.3.9.7568 (2024.1.9.7573) - Added the ability to copy the email or meeting/appointment subject to a text field in Track in CRM.
    • 2024.3.9.7547 (2024.1.9.7637) - Added the ability to automatically and manually copy the email or meeting/appointment description to a text field in Track in CRM.
    • 2024.3.9.7682 (2024.1.9.7683) - Added the ability to specify search strings that will determine what text to copy up to when copying the email or meeting/appointment description to a text field in Track in CRM.

Bug Fixes and Other Changes

  • Riva Insight Cloud (with Web Add-in client)
    • 2024.3.9.5402 (2024.1.9.5383) - Fixed issue where Riva CoPilot does not show the 'added' or 'updated' status after creating or updating a suggested contact.
    • 30444766 - Added descriptive error for when Riva Copilot is unable to analyze a message due it being too large.
    • 2024.3.9.5891 (2024.1.9.5971) - Show error message when Graph secret has expired.
    • 4b766691 - Added an error message when there is a missing security token between Riva Insight and Riva Copilot. 
    • 2024.3.9.6290 (2024.1.9.6287) - Fixed issue where Riva Copilot prevented clicking on buttons are links that appear near the Riva Copilot button.
  • Riva Insight Cloud and On-Premise (any add-in client)
    • 2024.3.9.5503 (2024.1.9.5536) - Fixed issue where the related item field in Track in CRM switches back to account after selecting a contact in the related person field.
    • 2024.3.9.6608 (2024.1.9.6696) - Added a clearer error message for when a user does not have access to a record type or record type does not exist.
    • 2024.3.9.7202 (2024.1.9.7216) - Addressed issue where calls to get CRM configuration details were not cached, resulting in repeated calls to CRM.
  • Riva Insight Cloud and On-Premise (with Web Add-in client)
    • 2024.3.9.5369 (2024.1.9.5370) - Made change so that the most recent version of the sync configuration is used for each module when there are multiple sync configurations found.
    • 2024.3.9.5479 (2024.1.9.5497) - Fixed issue when selecting the 'limited' version of the manifest and then adding a title reverts back to the 'standard' version of the manifest.
    • 2024.3.9.6039 (2024.1.9.6041) - Fixed issue where notes from Track in CRM were not showing in the pop-out view.
    • 2024.3.9.6076 (2024.1.9.6077) - Fixed issue where the timezone autodetect sometimes uses the server timezone instead of the client.
    • 2024.3.9.6129 (2024.1.9.6152) - Added missing PersonObject and RegardingObject properties to the property inspector dev tool.
    • 2024.3.9.6390 (2024.1.9.6408) - Ensure StickyTrack is used instead of DirectTrack when tracking items in subfolders.  Show error message when Create New folder (required for StickyTrack) is missing or not in the Sync Configuration.
    • 2024.3.9.6588 (2024.1.9.6606) - Fixed issue when tracking that showed a changes detected working due to format differences of the meeting location between the client and server versions of the appointment/meeting.
    • 2024.3.9.6681 (2024.1.9.6700) - Added a "close" button to the login confirmation page due to Microsoft add-in bug with iOS not allowing the page to be automatically closed, which was preventing the ability to log into Riva Insight.
    • 2024.3.9.6713 (2024.1.9.6745) - Fixed issue where meeting cannot be found when tracking a delegate appointment. Fixed issue where special characters in the meeting location caused tracking to fail.
    • 2024.3.9.6812 (2024.1.9.6813) - Fixed issue where the related person/item property is not set when tracking, resulting in the attendees not being added to the interaction record in CRM.
    • 2024.3.9.7154 (2024.1.9.7144) - Changed inline replies and forwards to automatically close after tracking and sending, to address issues where changes made after tracking and sending are not kept. Previously after tracking and sending, the email would still be open, even though it was already sent.
    • 2024.3.9.7164 (2024.1.9.7217) - Allow user to turn off autosave drafts for Track in CRM due to Microsoft bug in Outlook Mac that switches to the Outlook attendee list (from Insight) whenever a save occurs. Setting can be toggled by the user in the user settings page.
    • 2024.1.9.7229 - Fixed issue where the 'back' button was missing when navigating between records.

Post-release Bug Fixes and Enhancements

  • No post-release updates at this time

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