Please test extensively before rolling out Riva with multiple accounts on your production systems. The following recommendations assume that when an entry is deleted from the email client, that information is not deleted from the CRM.
Various versions of email client plug-ins have a different functionality for different CRMs.
Preparing Email Account Information Before the First Sync To do this, you would make them members of a Riva policy that syncs only those functions. Those users, however, could still take advantage of Riva SmartConvert, AssignTo, and Riva ConnectBar to sync their opportunities, quotes, cases, and track emails to contacts, opportunities, cases, and quotes. In that case, you would ensure that those users are not members of a Riva policy that syncs contacts and/or appointments and tasks. As long as plug-ins are not used to manage or create the same data types (contacts, appointments, or tasks) on the same email account, Riva can co-exist with email client plug-ins.Īnother example of email client plug-in and Riva Server co-existence would be if you want to continue using the plug-in to sync contacts and/or appointments and tasks for a user or a set of users. In those cases, as long as the plug-ins are used only to modify or create objects that are not being synced by Riva, those features can continue to be used at the same time as Riva. Some companies may choose to allow users to continue using the email client plug-ins because they provide specific functionality not yet available with Riva or Riva Insight. Nevertheless, for specific CRMs and specific plug-ins, you can configure Riva to replace the sync functionality of the plug-in and provide 100% co-existence with Riva's server-side sync!
After a Riva sync policy is configured and enabled, using a plug-in to sync the same data types as those being synced by Riva will cause duplicates.Īlways back up your data before you start testing with real accounts! Preparing email account information before the first sync.įor Riva On-Premise, see also Contact duplicate prevention: Detection and handling guide.Ĭo-Existence Between Riva and Email Client Plug-Insīefore enabling a Riva Cloud or Riva On-Premise sync policy for a user, you should disable email client and browser plug-ins for that user. In this Knowledge Base article, the term "plug-in" applies to any email client plug-in including Outlook, IBM Notes, mobile, and browser plug-ins that have synced data between your CRM and email systems.Ĭo-existence between the Riva and email client plug-ins and We recommend reviewing this article and contacting the Riva Success Team to confirm your strategy.
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