214 results found
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call queue numbers should show in company numbers in salesforce
Queue numbers should show when searching for a number RC for Salesforce under Company and not under "Other"
2 votes -
RC for Salesforce - Tasks creation
How do we prevent tasks from being created for missed calls? We only want to create a task when a call is answered. In the Auto Save Setting, Pop matching Salesforce entity record on call is set to answered. Auto-create call log-on is not checked. What setting do we need to update to avoid creating Tasks for missed calls
3 votes -
Allow customers to add template to Salesforce and Google widgets.
Adding Templates to Salesforce and Google widgets
1 vote -
Analytics Reports as a Group (RingCentral for Salesforce)
Currently, the Analytics Reports works by assigning 'Roles' (hierarchy)
Ex. Users with Brisbane Students roles report to users under Brisbane Advisors roles. The Brisbane Advisors will see the reports of Brisbane Students. However, Brisbane Students will not be able see the other users with the same role on the reports.
It will be great if we have the option in Analytics Reports in RC for Salesforce to create a group under the same role and they will be able to see other users with the same role on the reports.
2 votes -
Salesforce log customiza
Ability to add a customization field on Salesforce
Picklist value will not work for them beacuse they have a thousands of information that they use in Salesforce for a long time and picklist value will not work for them they need an option to have a look up value.1 vote -
RC for Salesforce - Auto Dialer
Users should have an auto dialer option in their RC for Salesforce so the system will call the next contacts in Lead
2 votes -
Rc for Salesforce
We also need the ability to be able to tag Salesforce data (users, job orders, job applicants etc.) within RingCentral.
1 vote -
Voicemail link in Salesforce
It would be great if VM links are also visible in Salesforce just like inbound and outbound call recording
1 vote -
RC for Salesforce - Call Logs for RingOut
when I click to dial using ring out the call is recorded 2 times in the activity history for the contact. I can’t imagine that is the way it’s supposed to work. It is weird. It shows me making the outbound dial but then it also shows an inbound call from the same person I dialed. It shows it in both the RingCentral app and the salesforce activity history. Is that correct?
2 votes -
RC for Salesforce - Call History
To sync the contact information showing on the call logs on Service Web vs to the Call history in RC for Salesforce
2 votes -
Ability to view and log call queue voicemails in Salesforce
The option to log call queue messages is not an option unless you are assigned as the direct message recipient which makes the co-recipient feature futile. There should be a more user-friendly option to include call queue-only messages in the dialer for logging purposes.
2 votes -
Allow automatic association in Salesforce
A filtering or a priority based solution to allow the app to pick some types of objects over others may reduce the chance of the app not able to decide on the object to associate to.
2 votes -
RingCentral for Salesforce: Ability to Customize RingCentral's CTI Session Timeout Setting
The request is to change the setting from 7 days to Custom.
5 votes -
RC for Salesforce - Call Logs / Activities features
*to add notes and disposition when a call is initiated in RC App.
*transcribe all calls in Salesforce
*is it possible to add call disposition to appear in Activity - Task field2 votes -
salesforce
Matched Account and contact for inbound calls are not getting populated while creating New Case from RC for Salesforce.
1 vote -
RC for Salesforce - SMS Logs
wants to have the "subtype for text messaging using RingCentral in Salesforce"
2 votes -
Salesforce VM
Have the ability to associate voicemail to contacts or acitivity record
1 vote -
Salesforce related to option
Have an ability to remove the option fo new lead , new ooportunites under related to
1 vote -
Stop the phone number from parsing when logging text messages in Salesforce
There should be an option to remove the parsed phone number when logging text messages in Salesforce since it's already found within an existing contact and will appear redundant. It's an opportunity to make SMS logging "cleaner", per the customer's opinion.
2 votes -
RC for Salesforce: Login in behalf of other user
User is logging in on behalf of other User using RC for Salesforce and the CTI App just keeps on loading. there is a workaround only but no permanent solution yet
2 votes
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