1561 results found

1. Integrate sms with Halo

   When a text comes into a specified number, a ticket could be created in Halo PSA. This could be restricted based on customers in Halo perhaps, or some other way to avoid spam tickets. Halo is already integrated with phone calls but not with SMS. Many of our customers text to notify us of issues, and if that generated a ticket it would be great.

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2. RingCentral App connect (attendees)

   Ability to remove/ delete attendees in a call Or do not associate attendees at all.

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3. Remove nonsense webpage when RC Desktop plugin fails

   Whenever the Teams RC desktop plugin fails (far too regularly) our non-technical user base is thrown into panic.
   Clicking 'open plugin' invokes the executable and 'should be' all it takes to resume service. See screenshot 1.
   Instead, the ridiculous webpage is invoked (screenshot 2). Users either click 'launch now' (does NOTHING) or they click download.
   Screenshot 3 shows a users download folder with 102 instances of the downloaded plugin. Approx 25GB.
   We have a thousand non-technical users in this position.

   Please remove the webpage that is invoked when a user clicks 'open plugin' as it is completely unnecessary.

   We are currently working on a re-direct but this really should not be our job .........

   Whenever the Teams RC desktop plugin fails (far too regularly) our non-technical user base is thrown into panic.
   Clicking 'open plugin' invokes the executable and 'should be' all it takes to resume service. See screenshot 1.
   Instead, the ridiculous webpage is invoked (screenshot 2). Users either click 'launch now' (does NOTHING) or they click download.
   Screenshot 3 shows a users download folder with 102 instances of the downloaded plugin. Approx 25GB.
   We have a thousand non-technical users in this position.

   Please remove the webpage that is invoked when a user clicks 'open plugin' as it is completely unnecessary.

   We are… more

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4. RingCentral for Hubspot - Mobile App Calls

   Ability to record the call in Hubspot Activity if the User answer the call in RC for Hubspot

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5. Data synchronization on BigQuery CRM

   When I download a file and upload it on my database in BigQuery, the data should synch and have the same format from the original file so that it will copy all the information on my database.

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6. Deals-Based Workflow Actions for RC SMS

   Currently, RingCentral only supports sending SMS via a Contact-based workflow. I think sending SMS via Deal-based workflows or other objects (Appointments, Projects, etc) is equally as important. Few use cases:

   1. Pipeline Stage Triggers - We'd like to be able to send an SMS message to our customers after an appointment is resulted. This would be straightforward from a deal-based workflow. Deal stage changes and fire an automated SMS.

   Currently, we would have to create a custom property to sync the deal stage to the contact record then fire automations at the contact level there.

   1. Personalized Sales SMS - Similarly our sales reps are asking for the ability to send personalized messages before/after the appointment. Think, appointment reminders or feedback survey links. We would trigger this using deal properties normally but in current state, again, that would require syncing properties back to the contact level.

   In addition, property syncing could get finnicky and cause misfires in situations where a Contact may have several associated deals. We would have to sync the Deal Owner property to the Contact as well in order to send the SMS via a customer's sales rep.

   Having deal-based workflows would significantly simplify this process (making it more manageable) while reducing property bloat at the Contact level.

   Currently, RingCentral only supports sending SMS via a Contact-based workflow. I think sending SMS via Deal-based workflows or other objects (Appointments, Projects, etc) is equally as important. Few use cases:

   1. Pipeline Stage Triggers - We'd like to be able to send an SMS message to our customers after an appointment is resulted. This would be straightforward from a deal-based workflow. Deal stage changes and fire an automated SMS.

   Currently, we would have to create a custom property to sync the deal stage to the contact record then fire automations at the contact level there.

   1. Personalized Sales SMS - Similarly our… more
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7. RingCentral Pop-up modification in Salesforce

   Salesforce integration with RingCentral, they want to edit and modify the RingCentral pop-up softphone to have the same fields as the Log A Call option in Salesforce, wants to add Last Touchpoint and other customer details for more simpler use

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8. BuilderPrime CRM

   Customer wants BuilderPrime to have direct integration with RingCentral. Currently, there's none.

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9. RingCentral for Salesforce - Marking the Required option for Call Logging field

   We have installed the RingCentral for Salesforce app. When using RingCentral in Salesforce, is it possible to make any of the fields required on the web phone layout shown in the attached screenshot?

   We know how to modify this layout by adding and removing fields , but it appears that we cannot mark any of the fields as required.

   Could you please let us know whether it is possible to make fields required, or if this functionality does not exist yet?

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10. The HUD functionality available in CRM integrations such as Salesforce or HubSpot

    Option to have the Heads-up Display (HUD) feature within the RingCentral for HubSpot or feature.

    Currently, the HUD is only available in the RingCentral Standalone application and RingCentral for Teams Embedded App

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11. Enable 'Task' features from Hubspot to the native integrations

    Enable 'Task' features from Hubspot to the native integrations
    -allow schedule calls, emails, and general to-dos linked to contacts, companies, or deals

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12. SSO certificate

    Ability to delete / remove the certificate on RC side by not going to Azure

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13. Allow Contacts from Connected Accounts (M365, Outlook, Google) to be Added to Favorites

    Currently, users cannot add contacts integrated via M365, Outlook, or Google to their Favorites within the RingCentral app. When these contacts are the source, the option to add to favorites (STAR button) is not available.

    In contrast, contacts originating from RingCentral, TELUS, or AT&T can be added to Favorites without issue.

    Users should be able to add contacts from connected accounts (M365, Outlook, Google) to their Favorites, provided the contact has a valid phone number. This aligns the behavior with contacts originating from RingCentral, TELUS, or AT&T.

    Benefit / Business Justification:
    - Improves user efficiency and contact accessibility.
    - Provides consistent functionality across all contact sources.
    - Reduces user confusion when contacts from connected accounts cannot be starred.

    Proposed Solution / Enhancement:
    - Enable the STAR button for contacts from connected accounts if they have a valid phone number.
    - Maintain restrictions for guests or contacts without phone numbers.

    This request is based on multiple user inquiries and feedback regarding favorites functionality inconsistencies.

    Currently, users cannot add contacts integrated via M365, Outlook, or Google to their Favorites within the RingCentral app. When these contacts are the source, the option to add to favorites (STAR button) is not available.

    In contrast, contacts originating from RingCentral, TELUS, or AT&T can be added to Favorites without issue.

    Users should be able to add contacts from connected accounts (M365, Outlook, Google) to their Favorites, provided the contact has a valid phone number. This aligns the behavior with contacts originating from RingCentral, TELUS, or AT&T.

    Benefit / Business Justification:
    - Improves user efficiency and contact accessibility.
    - Provides… more

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14. Need RingCX for CTI to support automatically moving a Task from a converted Lead to its Contact

    Use case:
    Reps qualify leads in Salesforce. When a lead is qualified, they convert the lead into an account/contact/opportunity and transfer the call to account execs.
    Often times, when an account exec gets the call, the record associated with the call in the 'Name' field is the lead record instead of the contact record. When the call concludes, a task is created automatically where the AE sets the call disposition and adds any relevant notes.
    Since the Name (whoId) is the lead, the call record (task) does not show up under the contact's activity and since the lead has already been converted, the call record (task) doesn't show up under the lead either.

    Use case:
    Reps qualify leads in Salesforce. When a lead is qualified, they convert the lead into an account/contact/opportunity and transfer the call to account execs.
    Often times, when an account exec gets the call, the record associated with the call in the 'Name' field is the lead record instead of the contact record. When the call concludes, a task is created automatically where the AE sets the call disposition and adds any relevant notes.
    Since the Name (whoId) is the lead, the call record (task) does not show up under the contact's activity and since the lead has already… more

    13 votes

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15. SCIM Email Mapping

    They would like to have an option to change the email address in notifications when settings up the User Provisioning - SCIM

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16. RC App Connect - Clio CRM

    Right now we appear to only be searching contacts of type Person. This customer needs to match contacts of type Person and type Company.

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17. Smartmoving

    We would like to integrate RingCentral into our Smartmoving CRM app.

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18. Match 'Phone number 2' and 'Phone number 3' to Contacts in Hubspot Native Integrations

    Enable to match 'Phone number 2' and 'Phone number 3' to existing Contacts in Hubspot when making calls

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19. HubSpot SMS workflow automation to reflect in Hubspot

    Currently, SMS messages sent through HubSpot workflow automation are successfully delivered but are not automatically logged to HubSpot activity feeds. This creates a gap in activity tracking and makes it difficult for users to see a complete communication history within HubSpot.

    Inquiry related to:
    https://jira.ringcentral.com/browse/RCINT-46469

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20. Optimize Memory Usage

    Looking for where he could toggle off the new ‘Optimize Memory Usage’ option for account wide. Account wide settings for admin.

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