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14 results found

  1. The RingCentral CRM Extension is a great start and getting it to work with NetSuite is awesome, however, it would be even better if the Transcribe and Summarize using AI was built into the plug-in itself and when it took a summary of the call using AI it posted that back to NetSuite or the CRM of your choosing. Right now, it takes both the plug-in and the either the RC Teams or the RC app itself open so when a call comes in both ring at the same time. You then have to manually copy and paste the summary…

    4 votes

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  2. I am on RingEx premium with Bullhorn integration. I need to know if there is call transcription (other than video meetings) that can be documented in bullhorn notes.

    5 votes

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  3. If you are out of the office, using mobile app or not logged in (aka after business hours), and Pipedrive browser is not open at all times, then calls do not log. This creates the issue of all calls received outside business hours or to users who are out of the office... are not logging in to Pipedrive CRM.

    1 vote

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  4. Ability to check lthe ist of opt in numbers for SMS Automator in Rc desktop app / web app

    1 vote

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    This feature was implemented in our core product. SMS will be blocked to numbers on the opt-out list.

    For greater consent management control, look at Enhanced Business SMS powered by BeeTexting,

  5. Customer is asking for a similar feature in RC for Zendesk, that's currently available in RC for Salesforce. Being able to dial via browser and not having the RC App pop up to make the call. See Screen Shot from RC for Salesforce. You have 4 options available from within the calling option of the addon, whereas in Zendesk you only have 3. If customer is mainly in Zendesk app, they still need to toggle between RC App and Zendesk for it to work, this can get a little confusing for them if they are using a single screen. Its…

    32 votes

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  6. We've just sign up with RingCentral and I'm trying to migrate the configuration of Nextiva to RingCentral. We have a setting in one of the account, whereby if the phone is busy, forward to the first number, and if the phone is not busy, forward to the second number. The current control handling options of RingCentral is not capable to fulfill that mechanism.

    3 votes

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  7. Anytime an incoming call comes in through my RingCentral App for a customer already in our system, an orange screen will come in from the left on Pipedrive and cover the current file I am working on. See attached. It's very frustrating. I first reached out to RingCentral who told me to contact Pipedrive only for them to tell me it was a developer problem on the RingCentral side as they don't have access to the program integration. I would like the option to disable this feature as it's very annoying and often times throws my team off from what…

    1 vote

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    I think the resolution to this is in the settings that allow one to turn off call/screen-pop for incoming and outgoing (or both) calls.


    If you feel like the current product does not address this concern, please reach out to support so we can schedule time to talk about it person.

  8. Would like to be able to label each text instead of it showing as the full text when trying to select one. It would also be nice to be able to space things out so the texts are not a run on sentence when creating a template. I like to separate my name and email in a separate paragraph.

    1 vote

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    Based on the date of this idea, I believe this has been implemented as we have completely redesigned the UI for SMS templates in App Connect (and thus Pipedrive)

  9. Could you please remove the note box at the bottom of the call app that I use in pipedrive. 1. i never use it and 2. a black box always pops up with a message and then blocks the red button for me to hang up and its super annoying!

    1 vote

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  10. Clio is a CRM and marketing tools used by 1,000's of attorneys across the country. It would be great if Ring Central had an integration with Clio.

    9 votes

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    Updated: RingCentral for Clio is live! Visit https://www.clio.com/app-directory/ringcentral-for-clio/ for the extension. Please note, there is a preliminary issue where the extension doesn't match phone numbers with contacts due to a phone number format issue. The extension only recognizes contact phone numbers with international standard format-- +(country code)XXXXXXXXXX versus (XXX)XXX-XXX or XXX-XXX-XXXX, etc. Our developers are working with Clio for a resolution. Hello, our development team is working on a unified CRM extension and is asking for additional and specific use case scenarios. If you would like to be connected to the software engineer working on this and help collaborate, please email ideas@ringcentral.com with your contact and use case information. Thank you!
  11. Add the ability to import Google contacts or Outlook contacts, just like in the RingCentral Phone app. I see an option to add calendars from those services, but not contacts.I have all my Google contacts in the Phone app, but when I look at texts in the RingCentral app, all I see is the phone number. This results in me using two separate apps, receiving two streams of notifications, and having to clear out two sets of unread message/call flags in order to easily make calls, send texts, and communicate with my team.

    32 votes

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  12. Request is for an updated CTI Control and integration between RingCentral and SFDC.

    2 votes

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  13. Currently, the RingCentral Google Chrome dialing experience is inconsistent with the dialing experience across our other supported RC endpoints. The request is to support the short extension dialing in this area as well. For customers that deploy the Google Chrome Extension for G-Suite as their primary soft-endpoint, it would be more consistent to have inter-site, extension-based dialing, using the short extension as is available in other RC endpoints.

    3 votes

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  14. Package or Connector type integration between RingCentral Contact Center and EPIC that provides screen pop based on caller ANI.
    Goals: When a patient calls, Epic will open into the correct patient chart based on call identification data so that the agent can customize their greeting, as well as save time by skipping basic patient ID
    1 - Patient calls IVR and selects option to make appointment
    2 - Caller ID passed to Epic to see if there is a phone number match
    3 - If not, system states that the caller ID did not match and asks patient to key…

    1 vote

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    Implemented  ·  Michelle responded

    This is now available using the RingCentral Patient Assist integration 

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