Settings and activity
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Hello everyone, this has been implemented in 22.3.1. This version of the app was rolled out to all accounts over 8/25-8/31. No additional action is required to initiate the feature on the app, please confirm you are on at least 22.3.1.
This feature allows for caller ID to transfer in these scenarios.
Warm/Consultative Transfer:
- Incoming call from PSTN/RC # to RingCentral and transferred to RC number
Blind Transfer:
- Incoming call from PSTN/RC # to RingCentral and transferred to RC number
- Incoming call from PSTN/RC # to RingCentral and transferred to RC voicemail
The feature requires the following endpoints to work successfully. This applies to both the user invoking the transfer as well as the user who is the destination of the transfer.
Desk phones: Any Poly, Avaya or Unify models.
RingCentral App: Version 21.4.30 or later
RingCentral Mobile App: Version 22.1.10 or later
RingCentral Phone App: Version…
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Thank you so much for your valuable feedback.
We've now implemented various advanced settings for Salesforce configuration.
Advanced configuration settings for Salesforce include:
- Enhanced call title formatting options - choose from Account, Lead, Contact, Opportunity (this feature request)
- Choose priority list in case there are multiple matching records for the same phone number/email
- Choose the behavior in case no matching record is found in CRM
Please follow the instructions in the screenshot to update the relevant settings.
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23 votes
Mel
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