I have a client that uses EPIC Software's BMS (Broker Management System). This is a very popular software for Insurance Brokers. It would be beneficial to have it integrated into Business Connect (TELUS).
When using the RC outlook plugin and receiving texts (messages) it is not possible to delete the texts via the RC outlook addon. Although, opening the RC phone app and deleting the texts (messages) works… but only sort of. After deleting the texts...
RingCentral for Salesforce: Ability to have multiple layouts in RC CTI component
As more departments/teams use RingCentral for Salesforce, it would be helpful if it was possible to be able to define multiple layouts for different users. That way, we can tailor which data our users need to capture.