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Riva CRM 2.4.26

Released on March 6th, 2012

Benefits Included in This Release

Riva CRM Sync Policy

  • Address Book File Contact As Options Reworded - Sync policy "File As" drop-down list options are reworded to closely match the Outlook Contacts "File As" options. 
  • Reinitialization "User List" is sortable - Under "Sync Start Time" click on the "User" column header to sort the list of users in alphabetical or reverse-alphabetical order.  Click on a user and typing a letter will move to the first user in the list that starts with that letter (if one exists).

CRM Specific Enhancements

  • Netsuite:  Added support for Quotes module - Added SmartConvert and AssignTo support for the Quotes module (select in the "Other" page of the sync policy).  
  • GoldMine: Advanced option to disable NextActions syncing - that will disable syncing of GoldMine Next Actions.
  • GoldMine: Added all-day appointment sync - Implemented all-day appointment sync.  Multi-day appointments sync supported.  Recurring appointments created in GoldMine will not sync to Exchange/Outlook. 
  • GoldMine: Two licenses used by CRM Agent service - Corrected issue with Riva consuming two GoldMine licenses when syncing target users. 
  • SalesLogix: Fixed issue with "The multi-part identifier "c.ACCOUNTMANAGERID" could not be found" error. 
  • Oracle On-Demand: Resolved issue with session timeouts occurring too often.  
  • Oracle On-Demand: Connection option for Stateless syncing - Added advanced option for Oracle connection to enable stateless synchronization. 

Exchange/Outlook Specific Enhancements

Noticeable Fixes or Sync Workflow Changes

  • Force CRM Agent Service to Restart Daily - advanced option to enable the CRM agent service to restart daily and to specify when the restart should occur.  Use this to imporve service stability for COM-dependant Riva connections like SalesLogix, GoldMine or Exchange MAPI. 
  • Added Module Level Scheduling - Added "Advanced Scheduling" option to allow configuring sync schedules on a module-by-module basis.
  • Improved Cache Handling - Riva checks to ensure that CRM or Exchange item modifications that do not change any field data are not synced to the other corresponding target system.
  • MAPI_E_CORRUPT_DATA Error - Added method to handle this type of MAPI error.  

Riva SSO Provider for Salesforce.com

Special Options That can be Enabled by Omni Professional Services

  • Ignore unassigned appointment deletions older than X days - Advanced option to set the number of days On GetUnassignedAppointments.  This configures Riva to ignore appointments older than x days. Contact Omni support to implement this option.
  • Reverse Direction of Re-Init Resync from Exchange to CRM - Advanced option to change the direction of Re-init Resync to sync Exchange to CRM which can be used to repair CRM data using Exchange data as the source.  Contact Omni support to implement this option.
  • Reverse Direction of Re-Init Repoll from Exchange to CRM - Advanced option to change the direction of Re-init Repoll to sync Exchange to CRM to allow resetting of Exchange poll times.  Customers must contact Omni support for detailed instructions and limitations.
  • Disable all email reference resolution - Advanced option to disable all email reference resolution.  In effect, this will disable all contact matching based on email address.  Customers must contact Omni support for detailed instructions and limitations.

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