Latest Release.  We are pleased to announce the latest release 2.4.8.6808 (2010.04.20) of Riva Integration Server.  Use this link to register to download Riva. Use the "Check for Updates" procedure to upgrade an existing licensed installation of Riva. 

• For Riva 2.4.7 (2010.04.06):
• Added "Request Support" link to the CRM Monitor
• Netsuite: Use default Role instead of requiring 'Administrator Role' (ability to override on Connection)
  
• NetSuite: Support for Subsidiaries (ability to define default on Connection)
• maintenance enhancements and fixes
  
  
• For Riva 2.4.8 (2010.04.20):
• Exchange: Support for Recurring Appointment
• Fix: Corrected problem with not seeing MAPI connection in the License Request Wizard
  

• CRM Integration Server for Exchange (support for all CRMs)
• Identity Integration: GroupWise for Active Directory
• Identity Integration: Exchange Domains for GroupWise
• Identity Integration: GroupWise Contacts for Exchange
• Applications: M+Guardian Allow/Block Lists
• Feature parity for all supported functions for supported CRMs:
• SugarCRM 4.x and 5.x Community, Pro and Enterprise
• info@hand CRM
• Bluefin CRM
• Microsoft Dynamics CRM
• Microsoft Dynamics NAV (calendar and address book)
• Microsoft Dynamcis AX (calendar and address book)
• Microsoft SharePoint Server (WSS and MOSS)
• NetSuite
• Oracle OnDemand
• Salesforce.com CRM
• SageCRM OnDemand
• Sage Saleslogix
• intelecrm
  
• Goldmine (address book and calendar sync only)

Recommended Update Procedures:

If you are running Riva 2.3.0 (or higher) you can perform a normal "Check for Updates" procedure.

"SmartConvert" Feature

Under the SmartConvert Tab, you will see "Smart Convert To" has been renamed "Create".  This can be localised to the appropriate local language term.  This will be the prefix for each of the new sub-folders under Opportunities, Quotes, Cases, etc.  We recommend you use something like "Create New".  The option to exclude domain names when auto-creating the contacts and accounts with the Smart Convert function has been added.  The option to not use the BC or CC fields when using SmartConvert (Create) to automatically create contacts or accounts when creating new opportunities, cases or quotes is now available. 

"Assign to" Feature

The "Assign To" function allows users to drag-and-drop or drag-and-link emails and assign them to existing cases, opportunities, quotes, etc.  If you enable this function, you will need to assign a category and colour to identify the opportunities and cases that are going to have "Assign To" folders created.  If you are running Riva Integration Server for GroupWise, because this option creates a new category and because categories are not available in the GroupWise client until the client is restarted, users will need to restart the client after the first initialization has occurred to see these features. 

Once assigned, the name and colour of the "Assign To" category cannot be changed.  Under the Opportunities, Quotes and Cases folders, for each of the Opportunities, Quotes and Cases that have the category applied, you will see an "Assign To" folder.  This "Assign To" folder will include a link to the related master email under the Opportunities, Quotes or Cases folders.  When the maximum number of allowed folders or the maximum age date (30 and 30 by default) is reached, the folders will automatically be renewed to reflect the new items.

Changes to Folders That Riva Creates and Synchronises To

There is a change in folder structure to support this new category functionality.  In the administration interface, you will see a new tab called "Assign To".  You can change the default category and colour used to track this functionality.   If you enable the "Assign To"option, the user will see the last 30 days of quotes, cases, opportunities in his "Assign To" folder (default of 30).  You can change the date and maximum value as you require.  Cases, quotes and opportunities that match the "Assign To" maximum number and date range will automatically have a folder created under the "Assign To" folder. You can tell which cases, quotes and opportunities will have "Assign To" folders created based on the assigned colour and category.  For example, if you have 100 opportunities that have been created in the last 30 days, the first 30 will be the colour of the category for the "Assign To" option and will have "Assign To" folders created for them.  The rest of the cases, quotes and opportunities will be black with no category.  For Opportunities, Quotes and Cases, the user will see is a structure that looks like this:

Opportunities
    Create New Opportunity
    Assign to Opportunity
           Opportunity Name 1
           Opportunity Name 2
           Opportunity Name 3
           Opportunity Name 4
             ... up to the number of opportunities you allow
Cases
   Create New Case
   Assign to Case
             Case Name 1
             Case Name 2
             Case Name 3
             Case Name 4
             ... up to the number of cases you allow

Under each of the parent folders, you will see the list of the cases, opportunities and quotes that are assigned to you.  Cases, opportunities and quotes that meet the "Assign To" criteria will be assigned the "Assign To" category and colour and a sub-folder will be created for each of these cases, opportunities and quotes under the "Assign To" folder.  When you drag-and-drop or drag-and-link an email from your mailbox to the Create New Case (Opportunity or Quote)folder, it will automatically create a new contact and account if they don't already exist in the CRM.  It will create the case, opportunity or quote.  It will assign the new case, opportunity or quote to the appropriate account and synchronise it back to GroupWise to be available to be managed in GroupWise. 

For each of the Opportunities, Cases and Quotes, under the "Assign To" folder, you will see a sub-folder for each of the existing items that meet the "Assign To" maximum and date range criteria.  When you drag-and-drop or drag-and-link (copy) an email into one of the sub-folders under the "Assign To" folder, the Riva "Assign To" functionality will extract the email and assign it to the appropriate case, quote or opportunity.  After assigning (also called archiving) the email to the CRM case, quote or opportunity, the email will be deleted from the "Assign To" sub-folder. 

Do NOT rename or share Riva CRM managed folders. You can change the order of folders within a parent folder but do NOT change the parent-child relationship of the folder structure. 

Documentation:  See Riva Integration Server for Exchange Admin Guide for complete instructions on how to install, license, configure and manage Riva Integration Server for Exchange.