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  1. It would be great to be able to capture texts and calls directly in the managment software. Another company is already working with PracticePanther to capture texts, but it makes no sense to me to have two text phone numbers. I prefer RingCentral texting and want to capture that information in the client file and also capture the duration of calls for billing purposes.

    5 votes

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  2. Question 1 - I see that we can set up templates and we can attach small files. Is it possible to same a template with a file attachment?

    Question 2 - When RingCentral logs an SMS activity in HubSpot, it does not attribute that activity to the person that sends the email. This means that our reports that track salesperson activities does not include the number of SMS messages they send as they are not attributed to them.

    1 vote

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    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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    1. Currently this is a known limitation to the SF connection in integration console.
    2. Once a sf env is connected in the integration console, the CTI apps will use the integration console backend to proxy the sf requests. This makes all these requests use the admin's token that was used to connect the env to the integration console.
    3. Because now all requests are using the admin's tokne, the tasks created are all created by the admin. Although the service makes an effort make the owner the user who handled the call, but not sure if that works for all cases, especially…
    3 votes

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  3. Just now starting to integrate SMS into our workflow/processes and into our HubSpot portal. I would like to see multiple things added into the body of the "Logged SMS" that the integration creates.

    Currently the log is just this: "[Inbound] SMS from {Contact A} (Contact A Phone) to {Contact B} (Contact B Phone)"

    I believe that the actual content/body of the text is vital to these logs. Without that context, a logged SMS is not helpful except to know that communication is happening. But from a full activity timeline and for transparency, I believe that the body of those messages…

    1 vote

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    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  4. Customer is a BPO whereby have a lot of customers with different requirements. Additionally RC has an oppty to upsell 20K seats if we an get these requests solved for

    1 vote

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  5. Currently, SMS messages are archived individually.

    It would be beneficial to have an option to archive the entire SMS conversation instead of each message separately.

    2 votes

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  6. Log calls to Salesforce Chatter feeds/ timeline

    1 vote

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    New  ·  0 comments  ·  Integrations: Salesforce  ·  Admin →
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  7. Filevine Integration - Provide endpoints in the API to enable data such as the AI case summary, the call transcript, and the call recording that are currently not provided to the Filevine integration. These features are needed for our integration but aren't being allowed by Ring Central.

    1 vote

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  8. I have very few employees and HUD is completely irrelevant to my business. Every time I open the app, it opens to HUD and I need to click over to favorites. It is a real pain to do this EVERY TIME and I should be able to opt out of it somehow. The rep advised that I cannot either make it default to my favorites, or remove the extension. Please make either one, or both of these options available. Thanks.

    1 vote

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  9. A feature wherein they click on the number in Pipedrive and will ring directly to the RC app connect without clicking the phone icon or a hover-to-show tooltip.

    1 vote

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  10. One enhancement that would be very helpful is adding an option, when building the evaluation form, to have the total score automatically pre filled when the form is published, allowing evaluators to deduct points as needed, instead of manually entering scores for each KPI. This would save significant time, reduce manual effort & improve efficiency. Since one of our main goals in moving evaluations to RingCentral is to minimize manual processes, this feature would add great value.

    1 vote

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  11. Allow MMS to be logged in Salesforce (including the actual image or picture)

    2 votes

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  12. It would be great if there was an integration with Jobber, that way CRM, scheduling, Invoicing and communications are all streamlined

    1 vote

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    New  ·  0 comments  ·  Integrations: App Connect  ·  Admin →
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  13. RingCentral app for Salesforce option to add "touch point" date field and "open task" button to the softphone pop up for all users

    5 votes

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  14. After integrating RingCentral with Clio Grow (not Clio Manage), we’d like RingCentral to automatically display the caller’s name on incoming calls when the phone number already exists in our Clio Grow contact database.

    1 vote

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  15. Customer would like to use only RC Video Meeting as Video Provider in the Google Calendar event to prevent users for scheduling a meeting and using Google Meet as Video Provider.

    1 vote

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  16. Since we support messaging (SMS) on Zendesk integration, we should have the feature for SMS logging.

    2 votes

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  17. Set up Microsoft dynamics 365 to RingCentral mobile app.

    3 votes

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  18. To have a feature of having a shared fax line/view for multiple users on MS Teams integration

    1 vote

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  19. Using the Archiver feature, specific to Smarsh it would be very helpful if you can customize the data or make certain data fields more descriptive when sending the data to Smarsh. Currently the data is sent as is and once the data flows into Smarsh many of the data fields are blank are use general terms. For example, allowing for the users first name and last name to flow through would be extremely helpful.

    3 votes

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