Riva Insight 2024.4 Release Notes

Enhanced Track in CRM Experience (early access)

Background

• Riva Insight and Riva Sync have undergone changes in how Track in CRM interacts with Outlook in order overcome limitations with Outlook Web add-ins.

What has changed?

Performance:

• Tracking performance is improved by reducing the Outlook client-server communication delays.
• There is no longer a limitation when updating the Outlook meeting details and tracking the meeting at the same time.

User Experience:

• The Track & Send experience has changed:
  • Legacy Track & Send: Users click on the "Track & Send" button. Track & Send waits for the client and server copies of the messages to both update to be the same before the send process can complete. This is the primary source of the delays with Track & Send.
  • Enhanced Track & Send: Users first track using the "Track" button and then "Send" using the native Outlook Send button in the ribbon bar. There are no delays.
  • NOTE: If users prefer the legacy Track and Send and are not concerned about the delays, Legacy Track & Send can be enabled. The Enhanced Track & Send will still be available When Legacy Track & Send is enabled.

For more information, click here to read more!

Availability

• The Enhanced Track in CRM Experience will be rolled out to Riva Cloud customers starting with Riva Insight 2025.1
• Riva will be reaching out Riva Cloud customers with UAT environments to schedule a date to switch over to the Enhanced Track in CRM Experience for early access. 
• The Enhanced Track in CRM Experience is not available for On-Premises customers at this time.
• Reach out to the Riva Success Team if you want to be one of the early adopters.

Salesforce FSC Attendee Roles with Track in CRM

What's New!

When tracking a meeting as an Interaction, you now have the ability to set the attendee roles:

• Be able to set the roles for the attendees.
• Configurable default role for the organizer
• Configurable default role for attendees
• Configurable attendee options (external only, or both external and internal) 
• Internal attendees and external attendees are shown in separate groups.

Configuration

• Reach out to the Riva Success Team for configuration options.

Control which email or attendee fields are auto-populated

What's New!

You can now control which recipient or attendee fields to auto-populate from.

Configuration

• Configurable by adding the following to the ModuleUI control in TrackConfiguration.xml. 

  • <AutoPopulateRecipientType>entervalueshere</AutoPopulateRecipientType>

• Available options for emails are: from,to,cc,bcc
• Available options for meetings are: organizer,requiredAttendees,optionalAttendees

Auto-populate Track in CRM with the Outlook subject or body

What's New!

You can automatically populate a Track in CRM field with the Outlook meeting or email subject body.

Configuration

• For the Title/Subject, add the following to Text or TextArea UI Control in TrackConfiguration.xml

  • PopulateFromMailItemProperty="subject"

• For the Body/Description, add the following to Text or TextArea UI Control in TrackConfiguration.xml

  • PopulateFromMailItemProperty="body"

• When populating the body, you can define a search string that will define where to copy the description up to.  For example, copy everything before the text "Join Online Meeting". To configure, add the following to the TextArea UI Control in TrackConfiguration.xml.

  • PopulateFromStripContentStartAt="enterSearchStringHere"

Set Default Login Options and Salesforce URL

What's New!

The default login options and default Salesforce login URL for Riva Cloud can now be configured without having to be on a dedicated tenant.  

Configuration

• For the Web Add-in, the options are configurable through the manifest generator:
  
• For the Windows Add-in,
  • Append RCLoginOption and sfCustomDomain as query parameters to the Insight URL for your Riva Cloud sync policy. Riva Cloud Advanced Option key

    Sync.Crm.SyncConfiguration.Insight.DefaultUrl

    • "RCLoginOption" options are "RivaCloud,MS365,Salesforce" (comma separated)
    • "sfCustomDomain" needs to have the full lgoin url, inclduing https://
  • Example: https://www-us.rivainsight.com/live/?RCLoginOption=MS365,Salesforce&sfCustomDomain=https://login.salesforce.com/

Bug Fixes and Other Enhancements

Riva Insight Cloud and On-Premises (any client)

• 2024.4.9.8684 (2024.3.9.8688) - When encountering a module the current user does not have permission to, Riva Insight will now disable the module for the remainder of the session.
• 2024.4.9.8713 (2024.3.9.8720) - Fixed an issue where date and time fields were not being locked when lock mode has been enabled for Track in CRM.
• 2024.4.9.8776 (2024.3.9.8791) - Fixed an issue where users may see a "QuotaExceededError" in the Insight sidebar by moving data that is not required to be persistent from browser local storage to browser session storage.
• 2024.4.9.8858 (2024.3.9.8874) - Added a configurable option that will show the record immediately after it was created or updated. To enable, add the following key in the CompanySettings.xml:

  • <add key="Feature.CreatesAndUpdates.GoToRecordAfterSave.IsEnabled" value="True" />

• 2024.4.9.8925 (2024.3.9.8938) - Unmatched contacts will no longer appear for contacts and leads that are matched by a secondary email instead of just the primary one. 
  • Note: Ensure the CRM connection specifies the additional emails for this to work as expected.
• 2024.4.9.8942 (2024.3.9.8943) - Updated the StackExchange Redis client library to version 2.7.17.
• 2024.4.9.9008 (2024.3.9.9000) - Fixed a bug where a large recipient list in Outlook resulted in a 414 error.
• 2024.4.9.9041 (2024.3.9.9091) - Added an option to prevent the browser autocomplete from populating the entire Track in CRM or Create/Update forms. To disable the form autocomplete, add the following key in the CompanySettings.xml:

  • <add key="Feature.Track.TextBoxAutoComplete.IsEnabled" value="false" />

• 2024.4.9.9333 - As a performance enhancement, added a configurable option to limit the number of records stored in recent item cache. Moved other recent cache settings to the company settings.  To change the defaults, add the following key in the CompanySettings.xml and update to the desired value:

  • <add key="Insight.CrmCache.MaxItems" value="50" />

  • <add key="Insight.CrmCache.ExpiryRecentDays" value="7" />

  • <add key="Insight.CrmCache.UpdateIntervalMinutes" value="1440" />

  • <add key="Insight.CrmCache.UpdatePeriodMinutes" value="2880" />

• 2024.4.9.9644 (2024.3.9.9619) - For datetime fields, when the date is blank by default, set the time to be blank instead of 12:00.  When the date has a value, ensured that the time must have a value.
• 2024.4.9.9568 (2024.3.9.9441) - Fixed a bug where Insight displays the Track in CRM status badges under contacts and accounts in the side panel, instead of just the main email or meeting card.
• 2024.4.9.9494 (2024.3.9496) - Performance enhancments by optimizing the use of Redis by moving a number of settings from the cache to session.
• 2024.4.9.9427 (2024.3.9.9568) - Fixed an issue where the track status badges were appearring in the account or contact cards, and should not have been.
• 2024.4.9.9698 (2024.3.9.9750) - Added a warning to turn off shared calendar improvements for when a meeting is tracked as a delegate and tracking fails due to shared calendar improvements being turned on.
• 2024.4.9.9879 (2024.3.9.9880) - Fixed bug where the draft values for the multi-module control (i.e. "relate to") where not maintaining the values when switching between emails.
• 2024.4.9.9962 (2024.3.9.9963) - Fixed an issue when making a change in appsettings, the change is not reflected in Riva Insight right away.

Riva Insight Cloud and On-Premises (with Web Add-in client)

• 2024.4.9.8224 (2024.3.9.8283) - Made changes to reduce instances that Track in CRM will create an autosave draft when autopopulating.
• 2024.4.9.8261 (2024.3.9.8264) - Added a configuration option that will disable Quick Track from the email and event cards. 
  • To disable for all modules, add the following key in the CompanySettings.xml:

    • <add key="Feature.EventCard.QuickTrack.IsEnabled" value="false" />

  • To disable for email, add the following key in the CompanySettings.xml:

    • <add key="Feature.EventCard.QuickTrack.IsEnabled.Email" value="false" />

  • To disable appointments/meetings, add the following key in the CompanySettings.xml:
    • <add key="Feature.EventCard.QuickTrack.IsEnabled.Appointment" value="false" />
• 2024.4.9.8695 (2024.3.9.8750) - Fixed issue where Track in CRM was not auto-populating hidden control types (hidden control types still get set, whereas control that are hidden due to visibility rules do not).
• 2024.4.9.8361 (2024.3.9.8368) - Fixed an issue where Track in CRM was setting values for controls that were hidden by visibility rules (hidden control types still get set, whereas control that are hidden due to visibility rules do not).
• 2024.4.9.8316 (2024.3.9.8326) - Fixed a bug where Track in CRM was setting an incorrect 'skip attachment' category name, resulting in attachments being synced.
• 2024.4.9.8652 (2024.3.9.8653) - Fixed a bug where Track in CRM was not clearing custom property values when retracking an appointment/meeting.
• 2024.4.9.9418 (2024.3.9.9418) - Fixed a bug where Login with Microsoft was not working for iOS devices. NOTE: Allow cross-website tracking must be enabled in the iOS settings.

Riva Insight Cloud (with Web Add-in client)

• 2024.4.10.0107 (2024.3.10.0105) - Fixed an issue where the connection to Salesforce is not maintained after logging out of and back into Riva Insight using "Login with Microsoft".
• 2024.4.10.0742 (2024.3.10.0744) - Fixed an issue where adding a Sales Engagement license to an existing Riva Insight licence results in a vlank screen.

Riva Insight Cloud and On-Premises (with Windows Add-in client)

• 2024.4.9.9564 (2024.3.9.9574) Fixed a bug where the latest Windows add-in version was not properly displayed for the add-in upgrade notice.

Post-release Bug Fixes and Enhancements

No post-release updates at this time