1754 results found

1. RingCentral Scheduler for Outlook (1808, build 10417.20176)

   Currently, the integration's requirement is Windows: Microsoft 365 subscription, 2019. Outlook version 1910 (build 12130.20272).

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2. control over automatic record creation in microsoft dynamics 365 integration

   overview
   customers using microsoft dynamics 365 integration have reported challenges with automatic creation of contact or lead records when interactions such as calls or emails are not associated with an existing record. while this behavior ensures activity tracking, it may result in unintended or incomplete records being created in dynamics 365.

   problem statement
   the current behavior automatically generates new contact or lead records when no matching entity is linked during interaction logging. this leads to:

   • creation of blank or incomplete records
   • data clutter and duplicate entries in dynamics 365
   • increased manual effort for cleanup and maintenance
   • lack of administrative control over the behavior
   • impact on reporting accuracy and data quality

   business impact

   • reduced data integrity within dynamics 365
   • increased workload for administrators managing records
   • confusion for users due to unexpected record creation
   • potential inaccuracies in reporting and analytics

   proposed solution
   introduce configurable controls within the integration to allow administrators to manage or restrict automatic record creation behavior in dynamics 365.

   key feature enhancements

   1. enable or disable auto-creation
      allow administrators to turn off automatic creation of contacts or leads when no match is found

   2. conditional creation rules
      allow records to be created only when certain conditions are met, such as presence of valid name, email, or phone number

   3. required field validation
      prevent record creation if key fields are missing or invalid

   4. filtering by source
      allow exclusion of specific sources such as system-generated emails or defined domains

   5. user confirmation prompt
      provide an option for users to confirm or cancel record creation before saving the interaction

   6. mandatory record association
      require users to select an existing record before allowing interaction logging

   7. audit and logging visibility
      provide tracking of when and why records are automatically created

   expected benefits

   • improved data quality and consistency in dynamics 365
   • reduced duplicate and incomplete records
   • better administrative control and flexibility
   • improved user experience
   • more reliable reporting and analytics

   current workaround

   • manually selecting an existing record before logging interactions
   • configuring dynamics 365 rules where applicable
   • performing periodic cleanup of unwanted records

   additional notes
   this feature should be designed specifically for microsoft dynamics 365 integrations and should ensure compatibility with existing workflows. configuration should be simple and accessible for administrators.

   overview
   customers using microsoft dynamics 365 integration have reported challenges with automatic creation of contact or lead records when interactions such as calls or emails are not associated with an existing record. while this behavior ensures activity tracking, it may result in unintended or incomplete records being created in dynamics 365.

   problem statement
   the current behavior automatically generates new contact or lead records when no matching entity is linked during interaction logging. this leads to:

   • creation of blank or incomplete records
   • data clutter and duplicate entries in dynamics 365
   • increased manual effort for cleanup and maintenance
   • lack of administrative control… more
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3. Hubspot

   Enable support of RC for Hubspot within Afghanistan

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4. Customize How Away/Idle Status Is Treated for Microsoft Teams Presence Sync

   The Problem:
   Microsoft Teams automatically changes a user's status to "Away" whenever their screen locks or their device goes to sleep — this happens automatically, even if you had manually set your status to Busy or Do Not Disturb beforehand. This is standard, default Teams behavior in every organization.

   RingCentral currently only treats Busy, Do Not Disturb, and Offline/Out of Office as "unavailable" for call routing. Away is not included. This means that anytime someone locks their screen — to step away for a two-minute break, grab coffee, or go to lunch — Teams shows them as Away, but RingCentral still treats them as available and keeps routing calls to them.

   The only way to actually stop calls from routing to you is to set your status to Offline/Out of Office in Teams — the one status that doesn't automatically get overridden when your screen locks. In practice, this means employees have to manually remember to set Offline/Out of Office every single time they step away, just to get the sync to behave correctly.

   Why This Matters:
   The entire purpose of presence sync is to eliminate manual status management — it's supposed to route calls based on your real-time availability automatically. As currently built, it does the opposite: it requires a manual step to work correctly, in the one scenario (stepping away from your desk) that happens dozens of times a day in every office.

   The Ask:
   Add Away/Idle as a configurable option under Customize Call Presence Settings, so admins can choose how it's treated for call routing — the same way other statuses are already customizable. Every business handles staffing differently; this should be our choice to configure, not hardcoded by RingCentral.

   If your team locks their screens during breaks (which is virtually every team), this affects you too. Please vote for this idea so RingCentral prioritizes fixing it.

   The Problem:
   Microsoft Teams automatically changes a user's status to "Away" whenever their screen locks or their device goes to sleep — this happens automatically, even if you had manually set your status to Busy or Do Not Disturb beforehand. This is standard, default Teams behavior in every organization.

   RingCentral currently only treats Busy, Do Not Disturb, and Offline/Out of Office as "unavailable" for call routing. Away is not included. This means that anytime someone locks their screen — to step away for a two-minute break, grab coffee, or go to lunch — Teams shows them as Away, but RingCentral… more

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5. Salesforce pre record VM

   Save a pre-recorded voicemail using RingCentral for Salesforce

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6. Allow to send SMS without a country code via Workflow

   At this time, the RingCentral SMS action does not automatically infer or prepend the country code. The phone number must already be stored or passed to the action in E.164 format.

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7. Ability to choose if Call Recordings are logged to HubSpot

   It would be great to have the ability to have call details log without having the actual recording logged to HubSpot.

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8. Enable Admin access to 'lock', the Auto log notes and sms

   Enable Admin access to 'lock', the Auto log notes and sms just link the feature offered on the Integrations console

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9. Support Answer Call Keyboard Shortcut (Option + A) in RingCentral Integration App on macOS

   Feature Request: Support Answer Call Keyboard Shortcut (Option + A) in RingCentral Integration App on macOS

   Summary
   Request support for answering incoming calls using the Option + A keyboard shortcut in the RingCentral integration app on macOS.

   Customer Request
   The customer would like the RingCentral integration app to support the same keyboard shortcut functionality as the standalone RingCentral desktop application, allowing users to answer incoming calls by pressing Option + A.

   Current Behavior

   The Option + A keyboard shortcut successfully answers incoming calls in the standalone RingCentral desktop application on macOS.
   The same shortcut does not work when using the RingCentral integration app.

   Expected Behavior
   The RingCentral integration app should recognize and respond to the Option + A keyboard shortcut, enabling users to answer incoming calls in the same way as the standalone desktop application.

   Business Impact
   Providing consistent keyboard shortcut behavior across both the standalone and integrated RingCentral applications would improve usability, enhance accessibility, and create a more consistent user experience for customers who rely on keyboard shortcuts to manage calls efficiently.

   Feature Request: Support Answer Call Keyboard Shortcut (Option + A) in RingCentral Integration App on macOS

   Summary
   Request support for answering incoming calls using the Option + A keyboard shortcut in the RingCentral integration app on macOS.

   Customer Request
   The customer would like the RingCentral integration app to support the same keyboard shortcut functionality as the standalone RingCentral desktop application, allowing users to answer incoming calls by pressing Option + A.

   Current Behavior

   The Option + A keyboard shortcut successfully answers incoming calls in the standalone RingCentral desktop application on macOS.
   The same shortcut does not work when using the… more

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10. Enable AI Transcription & Summary for Multiple DIDs on a Single Extension

    Allow multiple Direct Inward Dial (DID) numbers assigned to the same extension to each retain AI Transcription and AI Summary functionality. This is critical for CRM integrations (such as Zoho CRM) where multiple business numbers must map to a single user without sacrificing AI-generated call notes and transcripts.

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11. Zocks

    Zocks is an AI note taker for financial advisors. Very similar to Jump ai. It's very popular

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12. Include Company Name and Caller ID Configuration for Salesforce

    RC for Salesforce Integrations feature request:
    -Include the Company/Account name of the caller on the CTI
    -Enable an option to configure/ignore Caller ID of customers/users when calling to the organization

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13. Include site information in the record fields in Zapier integrated with ACE

    I would like to request an enhancement to the Zapier integration with ACE by adding a Site Indicator field as an available record field.

    Many organizations using RingCentral operate with multi-site configurations, where users, phone numbers, and call activity are distributed across multiple locations. Currently, the integration provides useful information such as Host Name and Host Phone Number; however, it does not provide visibility into the specific site associated with the call activity.

    Adding a Site Indicator field would allow customers to easily identify:

    The site where an inbound call was received.
    The site associated with the user placing an outbound call.
    The location or business unit responsible for the call activity.

    This enhancement would provide greater visibility into call data and enable customers to create more accurate reports, analyze call volume by location, improve operational tracking, and automate workflows based on specific sites.

    Having site-level information available directly within the Zapier integration would greatly improve reporting capabilities and provide additional value for customers managing multi-site environments.

    I would like to request an enhancement to the Zapier integration with ACE by adding a Site Indicator field as an available record field.

    Many organizations using RingCentral operate with multi-site configurations, where users, phone numbers, and call activity are distributed across multiple locations. Currently, the integration provides useful information such as Host Name and Host Phone Number; however, it does not provide visibility into the specific site associated with the call activity.

    Adding a Site Indicator field would allow customers to easily identify:

    The site where an inbound call was received.
    The site associated with the user placing an… more

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14. Archiver - Data Backup

    Around 5/22 we disconnected the archiver to upgrade our system. We are just now getting it reconnected. Our understanding that you have the files for the last 90 available for us to archive, but I do not see the old files 5/22-7/20. 7/21 are now downloading and I see them downloading. How can I get the remainder of May, June, and July.

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15. "Activity Assigned To" field to populate when sending SMS from Hubspot

    When sales reps sync their RingCentral SMS activity to HubSpot via the integration's SMS Logging feature, the communication content logs successfully onto the contact timeline, but the "Activity Assigned To" (HubSpot Owner ID) property remains completely unpopulated ("No owner"). This prevents the sales operations team from tracking SMS activity per rep for reporting and sales optimization.

    Enable the "Activity Assigned To" field populated as well upon syncing

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16. Different RingCentral Account Log In on 1 App

    Customer wants to have the option to receive phone calls and messages on different ringcentral account logged in at the same time in 1 app whether its mobile or desktop simultaneously without switching accounts.

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17. Generate a performance report showing month over month

    add an option to generate a performance report showing a month over month comparison like for example from january, feb, march april, may and june

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18. Hubspot calling

    Ability to make call from Hubspot contacts using the RingCental desktop app but do not open the Hubspot dialer

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19. Sync Outlook contact subfolders

    RingCentral's integration is currently limited to syncing only with the primary, top-level "Contacts" folder in Outlook. Unfortunately, it does not natively recognize or scan subfolders or nested contact lists.

    If your most important contacts are organized within subfolders, they will not be available through the RingCentral for Outlook integration.

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20. SMS logs to Company or Deal in Hubspot

    Include SMS logs to Company or Deal in Hubspot integrations

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