Will there be a direct interface with NetSuite or an alternative integration?
Tags: integrations
Aug 25, 2015 at 3:14pm • 4 replies • 0 likes
bryan
Anybody know when they will show up with a direct interface to NetSuite or of an alternative method? We may be foreced to split out phone services if it does not show up soon.
4 Answers
Hello, I know the info above is 2 years old. Click to Dial works fine, no issues there. However, I'm trying to get Screen Pop working with NetSuite but the result is only searching for the example number in the Softphone app (650) 555-4092. Has anyone managed to get this to bring up a client account? No, we are not purchasing any 3rd party software to make this work.
Thank you
Thank you
0
Hi, there! It has click to call, caller ID, predictive dialing, a screen popup. It provides an easy, simple-to-use interface that lets you focus on customer conversations. It's web-based too so there's no need for you to install it on your desktop to work. To know more about their Netsuite and RingCentral integration, you may visit their website.
0
Hi, we have tried the above and in click to dial the formula doesn't work, it brings up "Error: Invalid expression". Also we have actioned the screen pop but when a call comes in it brings up the Netsuite login page, it doesn't automatically login or take us to the record of the person calling? Any ideas?
0
Hello,
What are you looking for in terms of integration? Click-to-dial and screen pops can be achieved with use of the RingCentral for Desktop Softphone.
Click-to-dial:
https://blog.ringcentral.com/2015/07/how-to-make-phone-numbers-in-netsuite-into-click-to-dial-links/
Screen Pop (Quick Search):
In the Softphone, go to Settings > General > Launch an external application or a URL on incoming call > (Turn ON) > Paste the below URL (may be updated):
https://system.netsuite.com/app/common/search/ubersearchresults.nl?quicksearch=T&searchtype=Uber&frame=be&Uber_NAMEtype=KEYWORDSTARTSWITH&Uber_NAME=%P<https://system.netsuite.com/app/common/search/ubersearchresults.nl?quicksearch=T&searchtype=Uber&frame=be&Uber_NAMEtype=KEYWORDSTARTSWITH&Uber_NAME=%25P>
What are you looking for in terms of integration? Click-to-dial and screen pops can be achieved with use of the RingCentral for Desktop Softphone.
Click-to-dial:
https://blog.ringcentral.com/2015/07/how-to-make-phone-numbers-in-netsuite-into-click-to-dial-links/
Screen Pop (Quick Search):
In the Softphone, go to Settings > General > Launch an external application or a URL on incoming call > (Turn ON) > Paste the below URL (may be updated):
https://system.netsuite.com/app/common/search/ubersearchresults.nl?quicksearch=T&searchtype=Uber&frame=be&Uber_NAMEtype=KEYWORDSTARTSWITH&Uber_NAME=%P<https://system.netsuite.com/app/common/search/ubersearchresults.nl?quicksearch=T&searchtype=Uber&frame=be&Uber_NAMEtype=KEYWORDSTARTSWITH&Uber_NAME=%25P>
1
A new Community is coming to RingCentral!
Posts are currently read-only as we transition into our new platform.We thank you for your patience
during this downtime.
Try Workflow Builder
Did you know you can easily automate tasks like responding to SMS, team messages, and more? Plus it's included with RingCentral Video and RingEX plans!Try RingCentral Workflow Builder