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bryan avatar image
bryan asked ·

NetSuite Integration

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.

integrationnetsuite
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andy-thompson avatar image
andy-thompson answered ·
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>
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symitry-ltd avatar image
symitry-ltd answered ·
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?

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Hi  Symitry Ltd ,   Just letting you know that someone should be getting back to you on this one. 
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Did Josh's suggestion work for you? The formula as I have written it works in my NetSuite instance, but it's in a saved search, not a formula field. Perhaps that's the difference.
1 Like 1 · ·
Hi, realize that this post is dated however if you still need to enable Click to Dial for Netsuite try this:

9 simple steps to
enable Click to Dial for Netsuite using RingCentral Desktop.


 Step 1.                  Log in to Netsuite as an Administartor

Step 2.                  Click on Setup>Company>Enable Features

Step 3.                  Click on SuiteCloud

Step 4.                  Scroll down to Integration Add-ons and enable TELEPHONY INTEGRATION and save.

Step 5.                  Return to the HOME page

Step 6.                  Click on the  Home icon     and
select Set Preferences

Step 7.                  Click on Telephony

Step 8.                  Select CTI for Telephony Option.

Step 9.                  Type in  rcmobile://call?number={phone} ( without the quotation marks) in the CTI URL field and click on Save.

 
Navigate to any contact and you will notice that the phone
number is now clickable i.e 650-555-1212

Clicking on this number will trigger your RingCentral
Desktop to dial this number.
1 Like 1 · ·
OK one more request for you: can you do the following? - Click one of those links that causes the softphone to crash - Reopen the softphone - Click the little gear icon at the bottom (for Settings) - Click on the Support tab, then click on Send Product Feedback You don't have to type much in the box, just say it's crashing when you send it this URI. This will cause it to send us a log of what got sent in and what happened, which should allow us to figure out what's going wrong and fix it. Thanks!
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they being who, Netsuite?
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paul-dandy answered ·
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.
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They only work with 20 users or more.
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juan-rodriguez avatar image
juan-rodriguez answered ·
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
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