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If you are getting started with Riva Cloud for the first time or eventually need a second Riva Cloud subscription, this is how to proceed:
The Riva Cloud Get Started page displays a new step: 1. Choose Your Mode.
2. Let us help you be successful! Get your free 30-minute Get Started Session.
We will guide you to Choose Your Mode and follow the instructions displayed in Riva Cloud.
After choosing Corporate, Company, or Single-User mode, you can proceed with configuring your CRM, your email system, and your sync policy, etc.
The benefit of choosing the mode first is that it simplifies the process of configuring your CRM and email system.
From any page in Riva Cloud, you can now access the Riva Cloud - CRM Sync documentation in the Knowledge Base with one tap or click: on the menu bar, to the right, select Help.
Your browser displays a new folder structure for the Riva Cloud documentation. It was introduced on March 21, 2017, and some adjustments were made on April 11, 2017. The following description applies to the new folder structure of April 11.
The left side of your browser displays the new main subfolders (subcategories) of the Riva Cloud – CRM Sync documentation.
The right side displays a description of those subcategories.
If you never saw the old folder structure or were not familiar with it, you can skip the rest of this article.
If you were familiar with the old setup, you might like to read on, to see where some of the things you were used to are now located.
This is what we did with the top-level folders. The illustration compares the old folders to the left and the new ones to the right.
This is how we processed the old folders in Riva Cloud - CRM Sync into the new folder structure.
|Old Folder||Action Taken|
|How Riva Syncs Your Data (User Guides)||Inserted into the Need More Info Before Starting?folder.|
|Get Started with Riva Cloud||The folder has been renamed Get Started. The subfolder structure has been changed to match the configuration steps visible on the Riva Cloud Get Started page.|
Manage Your Riva Cloud Subscription.
|Change Log||Retained as is.|
The Additional Information folder contains some articles removed from the old Get Started and Manage Your Riva Cloud Subscription folders.
The articles that used to be in the root folder, Riva Cloud – CRM Sync, are now in new locations:
|What is Riva Cloud?||Need more info before starting? / What is Riva Cloud?|
|Choose between Riva Cloud and Riva On-Premise||Do you need Riva On-Premise instead?|
|Learn how to sync data using Riva (User guides)||Additional Information / Deprecated Articles. Instead, navigate to How Riva syncs your data.|
|Riva Cloud - Change Log||Change Log.|
The articles that used to be in the root of the old Get Started with Riva Cloud folder are now in the following locations:
|Register for Riva Cloud||Get Started|
|Your free 30-minute intro to Riva Cloud CRM Integration|
|Riva Cloud modes: The three most important things….||Choose Your Mode|
|Riva Cloud subscription options (Which mode is right for you?)|
|Turn the admin user into a non-syncing, admin-only user|
|Get Started: Single-User account||User Guides|
|Get Started: Riva Cloud Company|
|Get Started: Riva Cloud Corporate|
In the new Already Started folder, the subfolder Manage Your Email System for Riva is in progress. Several email-related articles in the Riva On-Premise documentation also apply to Riva Cloud. When the documentation prioritization process permits, those articles will be adjusted and made available in the Riva Cloud Manage Your Email System for Riva folder.