Settings and preferences
App Connect provides numerous options so that end-users can customize their specific settings and experience.
Please note that currently all options are user-specific. Account-wide configuration options are not supported.
Below you will find information on the various ways in which App Connect can be configured and customized. You can access all of these options from the Settings page accessed from the More menu.
Setting your preferred phone device
RingCentral customers may sometimes have multiple devices or ways of initiating a phone call. To better control what device you use for placing calls, from the Settings screen select "Calling." Then, select the device you prefer to use. Options include the following:
Config options
- Browser. Select this if you wish to place calls using App Connect itself.
- RingCentral App. If you prefer to use the main RingCentral desktop app to make calls, select this.
- RingCentral Phone. This option is not recommended as RingCentral Phone is no longer supported. However, if you still have this app installed and if you prefer to use it, select this.
- RingOut. RingOut is helpful if you prefer to make a call from your desk phone. When RingOut is selected you will be called, and your desk/hard phone will ring. Answer the phone and we will then connect you to the person you are calling.
Changing your region and default area code
To customize your default country and area code, from the Settings screen select "Region." Then enter your preferred defaults.
Customizing your preferred audio devices
To customize your preferred input and output devices, e.g. headphones, laptop speakers, etc, from the Settings screen select "Audio." Then select your preferred default devices. There are also audio volume controls.
Toggling the call-pop feature
The term "call-pop" refers to opening a page about an incoming caller automatically so that the person making (or receiving) the call can see all of the relevant information about that person prior to answering the phone. You can easily toggle this feature on and off under the "Contacts" section.
Toggling the contact creation pop feature
Users can directly create placeholder contacts from within the extension to make call logging more efficient. Placeholder contacts would normally be created with just name and phone number. If users want to edit the placeholder contact further on its CRM webpage, "Open contact page after creating it" setting can be turned on to automatically open the contact page after the contact's creation.
Phone number formats
In order to match a call to a contact in a CRM, App Connect needs to search the CRM for a contact using a phone number. Some CRMs have more rudimentary APIs that require phone numbers to EXACTLY match the string searched for. For these CRMs, reliably finding a contact record for a phone number can be difficult, which in turn impacts your ability to log a call and associate it with the proper entity in your CRM. Let's look at an example to help you understand. The following phone numbers are all functionally equivalent, even though they are not literally identical.
(###) ###-#######.###.#######-###-####+1-###-###-####- etc
RingCentral phone numbers are all formatted using the E.164 standard. If you are not storing phone numbers that utilize this format, and if your particular CRM does not support a more rigorous search mechanism, App Connect may fail to associate calls with contacts properly.
Those CRMs that exhibit this problem have additional settings found under the "Contacts" setting area. These phone number format parameters allows you to specify multiple formats used by your team. App Connect will then search for contacts using each of the formats provided until a record is found. This may have performance impacts.
CRMs known to exhibit this problem are:
- Clio
- Insightly
- NetSuite
Automatically prompt to capture call notes
Many end users would like confidence in knowing that every call they place or receive is logged properly in the CRM they are connected to. Furthermore, users also want to be prompted to capture notes about a call immediately upon a call ending. To automatically be prompted to enter and save notes relating to a call that has just ended, enable "Auto log call - only pop up log page" from the Settings page.
Automatically prompt to capture SMS and text messaging notes
As with phone calls, many end users would like to reliably capture the SMS messages transmitted to contacts. To be prompted automatically to enter notes upon sending an SMS, enable "Prompt to enter notes after sending SMS" from the Settings page.
Automatically log calls and SMS messages
Sometimes users may not be present at their computer when a call is received, yet they still wish to record the call was received and possibly that the call was never responded to. To ensure all calls are captured whether you are present or not, enable "Auto log call/SMS"
For more details, please refer to auto log.
Factory reset
Sometimes users may encounter issues that are transient and most likely resolved by uninstalling and re-installing the app. To make this process easier, there's a Factory Reset button in user settings that allow you to wipe out user data without uninstalling the extension.
Advanced configuration options
Most users will not need to access these advanced configuration options. However, they have been provided to assist in resolving less common, low-level challenges. These options can be accessed both in Chrome and Edge by opening the "Manage Extensions" area from the Window menu, or from the extension menu found adjacent to your browser's location bar.
- Open Manage extensions in Chrome
- Open Manage extensions in Microsoft Edge
Finding advanced settings
To access advanced settings, in your browser, navigate to "Manage Extensions," or just "Extensions." From there locate "RingCentral App Connect" and click "Show Details."
Then scroll down near to the bottom and click "Extension options" to open the dialog below.
Loading custom CRM adapter
App Connect comes bundled with a number of CRM adapters that are ready-to-use. Developers and users alike can use advanced settings to load another third-party or alternative adapter.
To load a custom adapter, enter in the URL to the publicly accessible manifest.json file into the "Custom CRM manifest url" field.
Click-to-dial inject delay
App Connect's phone/dialer is injected into the CRM via a mechanism that some web servers will reject. This is circumvented by delaying the loading of the CTI by a couple of seconds. This config parameter controls this delay.
This should only be used in rare circumstances.
CRMs known to need this parameter set are:
- Pipedrive
Render quick access button
App Connect injects a small handle in the lower right hand corner of your CRM. Some users have expressed concern that this handle obscures the page content, and therefore wish to remove it. Toggle this parameter to turn off/on the dialer handle in the lower-righthand corner.
Disabling the quick access button does not impact the operability of the extension.