1714 results found

1. Granular Toggle to Disable "Welcome Email" Notifications During MS Teams Embedded App Deployments

   When administrators deploy or reinstall the RingCentral for MS Teams Embedded App, the system automatically sends a "Welcome / Activation Email" to users. During large-scale deployments or when retrying failed installations, this causes users who already have the app installed to receive upwards of 20 redundant emails.

   We request a global toggle or checkbox in the RingCentral Admin Portal to disable/suppress Welcome Email notifications during deployments. This will allow IT teams to silently troubleshoot and rerun installations for failed users without spamming the rest of the organization or causing internal helpdesk influxes.

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2. Salesforce - Live Reports

   The customer would like to understand the best way to have their live reporting data synchronized or exported to Salesforce. Specifically, they would like to know if there is a way to access or view their live reporting directly within Salesforce, and what options are available to achieve this.

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3. Call Waiting Ringtone in RingEX for HubSpot

   The Call Waiting feature is currently available only in the RingCentral desktop and web applications and is not supported within the RingEX for HubSpot CTI dialer. When a call is received on Line 2 while another call is active in the CTI, the incoming call must be manually ignored.

   As an alternative, you may configure RingEX for HubSpot to use the RingCentral desktop application for calling by navigating to Settings > Calling and selecting RingCentral App. This allows calls to be handled through the standalone RingCentral application, where call waiting and other calling features are supported.

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4. Use Main Line in sending SMS using SMS Campaigns App for RingCentral

   Option to use the main line in sending SMS using the SMS Campaigns App for RingCentral

   https://www.ringcentral.com/apps/sms-campaigns-app

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5. Additional Instructions/Guides on Admin Portal

   Give additional instructions in the system whether to use semi-colon or comma when adding email recipients.

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6. responsibid

   Hi, I would love to integrate RingCentral info with Responsibid.com software. Please let me know if this is possible. Surely, It's possible to integrate, but I understand different companies may only allow certain integrations.

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7. Integrating a schedule within call queues

   Integrating a schedule within call queues in RingCentral. Specifically, determine if there is a way to automate the schedule based on an external calendar or application such as QGenda.

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8. Schedule welcome/activation invite for a future date via API

   Current state:
   - In batch provisioning, sendWelcomeEmail is a boolean only (send now or not at all). It cannot target a future date/time.
   - The transition object on PUT /extension/{id} (sendWelcomeEmailsToUsers / sendWelcomeEmail) is also boolean only, with no scheduled datetime.
   - The "Schedule invite" option (pick a date/time) exists only in the Admin Portal Add User wizard, not in any API.

   Use case:
   We provision new hires via the batch-provisioning API ahead of their start date. We want the activation invite to land on the start date, not at provision time. Today, the only way to schedule that is manually in the Admin Portal, or by building an external scheduler that fires a transition call on the start date. Native API support for a scheduled invite would let us fully automate onboarding without an external cron job or a manual portal step.

   Requested capability:
   A scheduled-invite parameter on user provisioning or the extension transition, for example:
   "transition": { "sendWelcomeEmailsToUsers": true, "scheduledTime": "2026-07-06T13:00:00Z" }
   or an equivalent scheduled-activation field, matching the Admin Portal's existing "Schedule invite" behavior.

   Current state:
   - In batch provisioning, sendWelcomeEmail is a boolean only (send now or not at all). It cannot target a future date/time.
   - The transition object on PUT /extension/{id} (sendWelcomeEmailsToUsers / sendWelcomeEmail) is also boolean only, with no scheduled datetime.
   - The "Schedule invite" option (pick a date/time) exists only in the Admin Portal Add User wizard, not in any API.

   Use case:
   We provision new hires via the batch-provisioning API ahead of their start date. We want the activation invite to land on the start date, not at provision time. Today, the only way to schedule that is… more

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9. Hubspot contact sync

   It would be great if all my hubspot contacts were listed under "hubspot contacts." Right now we have internal contacts and personal contacts. All HubSpot contacts sync to my personal contacts, and the limit is 10,000. All contacts from HubSpot are shared within the company, so they really aren't personal contacts. Now, if I want to create a personal contact, I have to go into my admin portal, delete a contact, and then hurry and add my personal contact. The reason I use my desktop app instead of the HubSpot integration with calls via RingEx is that most of my communication is through text message. The desktop app for RingCentral is way cleaner for managing my text messages. RingCentral through HubSpot is not as user-friendly for calls, either. Much easier to manage everything in the RingCentral desktop app, but not all of my "HubSpot" contacts can be synced since we hit that limitation. Our contacts in HubSpot will only continue to grow as we pull data for marketing campaigns

   It would be great if all my hubspot contacts were listed under "hubspot contacts." Right now we have internal contacts and personal contacts. All HubSpot contacts sync to my personal contacts, and the limit is 10,000. All contacts from HubSpot are shared within the company, so they really aren't personal contacts. Now, if I want to create a personal contact, I have to go into my admin portal, delete a contact, and then hurry and add my personal contact. The reason I use my desktop app instead of the HubSpot integration with calls via RingEx is that most of my… more

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10. Enable Salesforce Case Number synchronization into RingCX Custom Interaction Fields via Salesforce CLI/CTI integration

    Summary:
    Customer requests the ability for RingCX to automatically retrieve and store the Salesforce Case Number associated with an interaction (linked via RingCentral Salesforce CLI/CTI integration) into a RingCX Custom Interaction Field for reporting and analytics purposes.

    Current Behavior:
    * Agents can associate a Salesforce Case to a RingCX interaction using the RingCentral for Salesforce CLI/CTI integration.
    * The association is stored within Salesforce (Activity/Task/Case relationship).
    * RingCX interaction records do not receive or store Salesforce Case-level attributes (e.g., Case Number).
    * RingCX Analytics does not expose Salesforce Case Number data unless manually entered or externally enriched.

    Requested Enhancement:
    Provide a mechanism within the RingCentral Salesforce integration to:

    1. Detect when a Salesforce Case is linked to a RingCX interaction (via CLI/CTI)
    2. Retrieve the associated Salesforce Case Number (e.g., C0012345)
    3. Automatically populate a designated RingCX Custom Interaction Field with the Case Number
    4. Ensure the field is available in:

    • RingCX Analytics
    • Interaction Detail Reports
    • Exported datasets (if applicable)

    Expected Behavior:
    * Agent links a Salesforce Case during or after a RingCX interaction
    * System automatically retrieves Salesforce Case Number
    * RingCX updates the corresponding interaction record with:

    • Field: SalesforceCaseNumber (custom interaction field)
    • Value: C0012345
      • Field is immediately available for reporting and analytics use

    Business Justification:
    * Eliminates manual effort required to reconcile RingCX interactions with Salesforce Cases
    * Improves cross-platform visibility between telephony and CRM systems
    * Enhances reporting accuracy and operational analytics
    * Enables supervisors and analysts to directly map interactions to Salesforce Case records within RingCX
    * Reduces dependency on external data joins or manual exports

    Current Limitation:
    * The integration currently supports Case association but does not expose or synchronize Salesforce object fields (such as Case Number) back into RingCX.
    * RingCX does not perform CRM object field retrieval after linkage via CLI/CTI.

    Use Case:
    An agent handles a customer interaction in RingCX and links a Salesforce Case during the workflow. Reporting teams need the Salesforce Case Number to appear directly within RingCX analytics to identify which CRM case corresponds to each interaction without requiring manual lookup or external reconciliation.

    Impact:
    * Reporting fragmentation between Salesforce and RingCX
    * Manual reconciliation required for analytics and auditing
    * Reduced operational efficiency for QA, reporting, and compliance teams

    Suggested Implementation Options (Engineering Consideration):
    * Extend Salesforce CTI integration to pass Case metadata (Case Number) into RingCX interaction payload
    * Introduce API-level enrichment endpoint for interaction updates post-creation
    * Support middleware-driven enrichment via supported RingCX APIs (if available)
    * Allow configurable field mapping between Salesforce Case object fields and RingCX Custom Interaction Fields

    Summary:
    Customer requests the ability for RingCX to automatically retrieve and store the Salesforce Case Number associated with an interaction (linked via RingCentral Salesforce CLI/CTI integration) into a RingCX Custom Interaction Field for reporting and analytics purposes.

    Current Behavior:
    * Agents can associate a Salesforce Case to a RingCX interaction using the RingCentral for Salesforce CLI/CTI integration.
    * The association is stored within Salesforce (Activity/Task/Case relationship).
    * RingCX interaction records do not receive or store Salesforce Case-level attributes (e.g., Case Number).
    * RingCX Analytics does not expose Salesforce Case Number data unless manually entered or externally enriched.

    Requested Enhancement:
    Provide… more

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11. Okta certificate

    Ability to update Okta certificate on RC without going to Okta

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12. Hubspot - Call Workflow

    Basically i am trying to setup a workflow, based on call ended trigger.
    After failing all attempts to get contacts enrolled in that, i contact Hubspot support for an advice.
    They only could suggest this

    "But because the calls are coming from an integration, we rely on the information they shared with us and how this information is sent to us. If they don't share the engagement ID we need in order to trigger an even workflow, our hands are tied" .Is there any way to push this engagement ID into hubspot? Or any workaround that may be you suggested to other users. My AIM is to trigger all contacts that has a call logged in their activity

    Basically i am trying to setup a workflow, based on call ended trigger.
    After failing all attempts to get contacts enrolled in that, i contact Hubspot support for an advice.
    They only could suggest this

    "But because the calls are coming from an integration, we rely on the information they shared with us and how this information is sent to us. If they don't share the engagement ID we need in order to trigger an even workflow, our hands are tied" .Is there any way to push this engagement ID into hubspot? Or any workaround that may be you suggested… more

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13. 311 call handling

    Currently, 311 calls are routed based on the caller's phone number. We would like to explore the possibility of routing calls based on the caller's physical location instead.

    Is there a supported method or feature that would allow 311 calls to be routed according to the caller's geographic location rather than the originating phone number?

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14. Auto-Push RingCentral ACE AI Summary to Salesforce Case

    Summary
    When a call is completed and ACE generates a detailed AI summary, that summary should automatically be written to the linked Salesforce Case , no manual steps, no copy-pasting, no agent intervention required.

    ---

    Current Behavior
    RingCentral's Salesforce integration currently supports pushing RingSense AI summaries to Salesforce Cases. However, ACE (Advanced Conversation Engine) summaries are not included in this integration. ACE produces significantly more detailed and structured call summaries compared to the standard RingSense instant AI summary, but there is currently no way to get that output into Salesforce automatically.

    The only workaround today is for agents or supervisors to manually copy the ACE summary and paste it into the Case , which defeats the purpose of having AI-generated summaries in the first place and introduces inconsistency in how cases are documented.

    ---

    Requested Behavior
    Once ACE finishes generating a summary for a completed call:
    - The summary should be automatically pushed to the associated Salesforce Case (matched via the existing CTI / Web Service Mapping integration)
    - It should populate a designated Case field or be appended to Case Comments / Activity log — configurable by admin
    - No manual action should be required from the agent or supervisor
    - If ACE summary generation is delayed (async), the push should trigger as soon as the summary is ready, not just at call end

    Summary
    When a call is completed and ACE generates a detailed AI summary, that summary should automatically be written to the linked Salesforce Case , no manual steps, no copy-pasting, no agent intervention required.

    ---

    Current Behavior
    RingCentral's Salesforce integration currently supports pushing RingSense AI summaries to Salesforce Cases. However, ACE (Advanced Conversation Engine) summaries are not included in this integration. ACE produces significantly more detailed and structured call summaries compared to the standard RingSense instant AI summary, but there is currently no way to get that output into Salesforce automatically.

    The only workaround today is for agents or supervisors to… more

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15. ability to access all meetings as super admin

    As a Super Admin, I should be able to view and access calendar/meeting data for all users in the organization directly through the Admin Portal or API, without requiring delegated access on a per-user basis and i should be able to see the transcripts, AI summary.

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16. auto-create and log contact in app connect

    A setting to auto-create a contact for unknown callers.

    My goal is to have all calls, missed calls, SMS, and voicemails automatically logged into Google Sheets for business line, including new customers who are not already contacts.

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17. App Connect create contact

    Auto Create contact

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18. SMS group salesforce

    Ability to send SMS messages to a group in the same way emails can be sent to a distribution group

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19. Group SMS for Hubspot

    Ability to log a group SMS within Hubspot

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20. Admin UI Cross Configuration

    There's 5 different ways I can connect up my WiFi within Windows 11: tool bar, settings, control panel, etc.

    Specifically for this issue, it would be awesome if there were three other ways to disconnect a phone number from a phone that had previously been in a limited extension group. Maybe in the unassigned phones, when clicking on the phone there is an option to unassign the number from the phone and if you confirm you get a warning message saying that the unassigned Limited Extension in groups will be deleted also.

    Like it would be incredible to see more cross configuration from other places within the Ring Central UI.

    There's 5 different ways I can connect up my WiFi within Windows 11: tool bar, settings, control panel, etc.

    Specifically for this issue, it would be awesome if there were three other ways to disconnect a phone number from a phone that had previously been in a limited extension group. Maybe in the unassigned phones, when clicking on the phone there is an option to unassign the number from the phone and if you confirm you get a warning message saying that the unassigned Limited Extension in groups will be deleted also.

    Like it would be incredible to see more… more

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