Skip to content
← RingCentral Ideas

Settings and activity

3 results found

  1. create a link with equisoft crm

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  1 comment  ·  RingCentral Contact Center » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jennifer commented  · 

    I have requested that Equisoft approach Ring Central for an integration, but they told me that I have to bring it up to the developers of Ring Central. Equisoft is a web based CRM for Financial Planners, with many amazing features that I think would be elevated with the integration of Ring Central. Automatically saving phone and text messages into client files would be a huge asset.

    Jennifer supported this idea  · 

  2. Improve SMS Shared Inbox Visibility Across Assigned Users

    38 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Planned  ·  4 comments  ·  Phone & Messaging » SMS/Text  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jennifer supported this idea  · 

  3. Export text conversations to a PDF or other document.

    30 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Future Consideration  ·  10 comments  ·  Phone & Messaging » SMS/Text  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jennifer commented  · 

    This would definitely help us with our compliance records. It would be a huge asset to the Ring Central tasks.

    Jennifer supported this idea  ·