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Settings and activity

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  1. Enable one-click "mark for followup"

    1 vote

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    New  ·  0 comments  ·  RingSense & AI » RingSense  ·  Admin →
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    JD shared this idea  · 

  2. Calls processed in RingSense should display the Contact Name.

    11 votes

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    0 comments  ·  RingSense & AI » RingSense  ·  Admin →
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    Implemented  ·  AdminSushant (Sr Director, Machine Learning, RingCentral) responded

    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.

    JD supported this idea  · 

  3. The title of the uploaded calls in RingSense should sync with the RingCentral contacts list.

    22 votes

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    New  ·  3 comments  ·  RingSense & AI » RingSense  ·  Admin →
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