Enable automatic time entry creation on the Activities tab for the RingCentral–Clio integration.
Currently, call logs from RingCentral do not generate time entries in the Activities tab. This prevents users from billing or tracking time directly from logged calls. In the Communications tab, users must manually add or edit time entries.
Requested Enhancement:
Automatically generate a time entry in Clio’s Activities tab for every inbound and outbound RingCentral call.
Time entries should include:
Date
Start and end time
Duration
Description (e.g., “Phone call with client via RingCentral”)
1
vote
Jonabie
shared this idea