201 results found
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salesforce
Matched Account and contact for inbound calls are not getting populated while creating New Case from RC for Salesforce.
1 vote -
Salesforce VM
Have the ability to associate voicemail to contacts or acitivity record
1 vote -
Salesforce related to option
Have an ability to remove the option fo new lead , new ooportunites under related to
1 vote -
Call Queue toggle in Salesforce CTI
It would be great to have a tall queue toggle at the upper part of the CTI where you can easily enable and disable
1 vote -
RingCentral for Salesforce ability to track activity
Ability to track activities for emails via RC for SF
1 vote -
Salesforce CTI pop
Customer wants to disable/ auto hide CTI pop when call ends using the classic view of Salesforce.
1 vote -
Create/ inject data directly into Salesforce as the call is happening.
Create/ inject data directly into Salesforce as the call is happening. Automatically create a lead if no match found.
Reason: this allow us to be sure that no call or lead are missed and it make sure out team reach back to the lead in the even that they handles more than 10 calls at a time
1 vote -
RC for Salesforce - Call Logs / Activities features
*to add notes and disposition when a call is initiated in RC App.
*transcribe all calls in Salesforce
*is it possible to add call disposition to appear in Activity - Task field1 vote -
RC for Salesforce - Call Routing integrations
Let say someone calls in to ext 101 and after few rings it goes to ext 102. If 102 did not answer the call from 101, it will go to ext 103, the customer wants to see on the salesforce that the call was originally from ext 101.
1 vote -
salesforce
An immediate great potential with RingEX to pass SmartNotes right into the SF record. Large customer has an immediate need for this and there is broader demand.
1 vote -
Click-to-dial via Salesforce to connect via their deskphone
The calling mode in Salesforce, and majority of our supported apps only usually allow to them to select either 'RingCentral App, RingCentral Phone, Browser, and RingOut'.
The RingOut is usually a workaround, however, is depends strictly on the user's call handling settings which may cause their app to ring. If we could have the option to select Deskphone wherein they won't be interrupted by their RingCentral app it would benefit a lot of users especially people who use CRMs for Sales are accustomed to using their deskphone.
1 vote -
Bulk update in RingCentral for Salesforce
Having the feature to update a setting that will apply to all users in RingCentral for Salesforce or any integrated application via Admin access would be helpful.
As an example, if an Admin wants their users to call from the RingCentral Phone or Browser, the Admin can just easily change the settings which will apply to all users.
1 vote -
RC for Salesforce - Softphone Layout
Entities that also contains a contact field, and the contact/s that matches the phone number is listed in that field. These entities are considered as associated with the contact/s that's calling or being called. Currently, I believe this is limited to: Accounts, Cases, and Opportunities.
1 vote -
RC for Salesforce - Call Logging
Unable to find the related accounts to the Event Type and Work Order field created by customer. As per Engineers, the customer needs to open the task object in SF to manually edit the Work Order field in SF's own UI.
1 vote -
click to dial under customer objects in Salesforce
Click to Dial functionality when a custom tab is open.
Current behavior is when you Click to Dial a phone number under Custom tab, you'll be directed to Accounts.
It would be very helpful if this feature is available.
1 vote -
RingCentral for Salesforce: session timeout
The request is for session timeout (auto log out) within the SFDC integration.
1 vote -
RingCentral for Salesforce: High Velocity Sales is now Sales Engagement
The request is to update the name of this tool on the RingCentral side to Sales Enablement from High Velocity Sales.
1 vote -
1 vote
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RingCentral for SalesForce/RingCX : Supervisors to monitor Agent activity w/in SFDC (using salesforce tools)
The request is for the ability to monitor Agent activity w/ SFDC (using native salesforce tools).
1 vote -
RingCentral for SalesForce: Set Default value for "Related To" items
The ask is to set the default value for "Related To" items in Salesforce. For companies that have Clients set up in multiple places in Salesforce, under "Accounts" or "Opportunities", giving us the option to set a default place where call history is stored.
1 vote
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