Merge branch 'main' of github.com:ringcentral/rc-unified-crm-extension

ringcentral · Sep 12, 2024 · 12549ea · 12549ea
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diff --git a/docs/img/netsuite-connect.png b/docs/img/netsuite-connect.png
diff --git a/docs/netsuite.md b/docs/netsuite.md
@@ -4,78 +4,79 @@ NetSuite is a cloud-based business management software that helps organizations
 
 RingCentral's integration with NetSuite helps streamline communications with contacts, and helps staffing agents better support contacts through the entire sales order pipeline by helping to manage and store communication history for all contacts. 
 
-## Install the extension
+!!! warning "Prerequisites"
+    * The current version of the NetSuite integration requires NetSuite version 2024.1 or later. 
+    * NetSuite users must have [REST Web Services](https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_1544787084.html#Related-Topics) enabled. 
 
-If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
-
-<iframe width="825" height="464" src="https://www.youtube.com/embed/yo4Q1Vj-sH4" title="Unified CRM extension for NetSuite - quick start" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
+## Install the SuiteApp
 
-## Setup the extension
+To begin using the NetSuite integration, users will first need to do the following:
 
-Once the extension has been installed, follow these steps to setup and configure the extension for Bullhorn. 
+* Login to NetSuite
+* Click on the "SuiteApps" tab if your role gives you access to it
+* Search for "RingCentral" in the directory
+* Click "RingCentral Unified CRM Extension" in the search results
+* Click the "Install" button found in the upper right hand corner of the page
 
-1. [Login to NetSuite](https://system.netsuite.com/pages/customerlogin.jsp).
+If you see, "Not compatible" in place of an "Install" button, then you must be running an older version of NetSuite. You will need to upgrade to 2024.1 or later. 
 
-2. While visiting a NetSuite web page, click the quick access button to bring the dialer to the foreground. 
+Installing the app from the SuiteApp marketplace is a necessary step prior to installing the Chrome extension discussed below. 
 
-3. Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "netsuite".
+## Setup roles and permissions in NetSuite
 
-    ![Connect to NetSuite](img/netsuite-connect.png){ style="max-width: 200px" }
+### Turn on REST web services
 
-4. Click the "Connect" button. 
+REST Web Services is default to be invisible. We'll need to turn on the feature so to make it selectable for roles. Here's how to do it:
 
-5. A window will be opened prompting you to allow OAuth scopes. Allow it.
+1. From NetSuite homepage, go to Setup -> Company -> Enable Features
+2. Go to sub-tab, "SuiteCloud"
+3. Tick on "REST Web Services" and save
 
-When you login successfully, the Chrome extension will automatically update to show you are connected to NetSuite. If you are connected, the button next to NetSuite will say, "logout".
+### Create role with required permissions
 
-And with that, you will be connected to NetSuite and ready to begin using the integration. 
+For this extension to work, your NetSuite account admin needs to assign users with the permissions below:
 
-## Role and permission setup
+| Category     | Permission                           | Level |
+|--------------|--------------------------------------|-------|
+| Lists        | Contact-Subsidiary relationship      | View  |
+| Lists        | Contacts                             | Full  |
+| Lists        | Customers                            | Full  |
+| Lists        | Employee Record                      | Full  |
+| Lists        | Employees                            | Full  |
+| Lists        | Entity-Subsidiary relationship       | View  |
+| Lists        | Phone Calls                          | Full  |
+| Lists        | Related Items                        | View  |
+| Reports      | SuiteAnalytics Workbook              | Edit  |
+| Setup        | Log in using OAuth 2.0 Access Tokens | Full  |
+| Setup        | REST Web Services                    | Full  |
+| Setup        | User Access Tokens                   | Full  |
+| Transactions | Sales Order                          | Full  |
 
-For this extension to work, NetSuite account admin needs to assign users with below permissions:
+## Install the Chrome/Edge extension
 
-#### Turn on REST web services
+If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
 
-REST Web Services is default to be invisible. We'll need to turn on the feature so to make it selectable for roles. Here's how to do it:
+<iframe width="825" height="464" src="https://www.youtube.com/embed/yo4Q1Vj-sH4" title="Unified CRM extension for NetSuite - quick start" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
 
-1. From NetSuite homepage, go to Setup -> Company -> Enable Features
-2. Go to sub-tab, "SuiteCloud"
-3. Tick on "REST Web Services" and save
+## Setup the extension
 
-Please then create a new role and assign to users with following permissions.
+Once the extension has been installed, follow these steps to setup and configure the extension for NetSuite. 
 
-#### Transactions
+1. [Login to NetSuite](https://system.netsuite.com/pages/customerlogin.jsp).
 
-| Permission  | Level |
-|-------------|-------|
-| Sales Order | Full  |
+2. While visiting a NetSuite web page, click the quick access button to bring the dialer to the foreground. 
 
-#### Reports
+3. Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "netsuite".
 
-| Permission              | Level |
-|-------------------------|-------|
-| SuiteAnalytics Workbook | Edit  |
+    ![Connect to NetSuite](img/netsuite-connect.png){ style="max-width: 200px" }
 
-#### Lists
+4. Click the "Connect" button. 
 
-| Permission                      | Level |
-|---------------------------------|-------|
-| Contact-Subsidiary relationship | View  |
-| Contacts                        | Full  |
-| Customers                       | Full  |
-| Employee Record                 | Full  |
-| Employees                       | Full  |
-| Entity-Subsidiary relationship  | View  |
-| Phone Calls                     | Full  |
-| Related Items                   | View  |
+5. A window will be opened prompting you to allow OAuth scopes. Allow it.
 
-#### Setup
+When you login successfully, the Chrome extension will automatically update to show you are connected to NetSuite. If you are connected, the button next to NetSuite will say, "logout".
 
-| Permission                           | Level |
-|--------------------------------------|-------|
-| Log in using OAuth 2.0 Access Tokens | Full  |
-| REST Web Services                    | Full  |
-| User Access Tokens                   | Full  |
+And with that, you will be connected to NetSuite and ready to begin using the integration. 
 
 ## Placeholder companies when creating contacts
 

diff --git a/docs/release-notes.md b/docs/release-notes.md
@@ -37,7 +37,8 @@
 - Fix: RingCentral sign in issue where pop up sign in window is stuck at loading screen
 - Better: Auto log conflict messages now contain more meaningful info
 
-### Bullhorn
+**Bullhorn**
+
 - Better: Default Note Action is now moved to User Settings where you can setup default actions. Can also work for auto log.
 
 ## 1.0.0
@@ -94,4 +95,4 @@ New features video demo:
 - Feature: Now support logging calls for unknown contacts. Users will see extra fields on call log page to fill in placeholder contact info and click "Save" button to create a new placeholder contact and then log the call against it
 - Feature: Now support multiple matched contacts in call logging. Users can select target contact if it's a multiple match case
 - New setting - "Open contact web page after creating it": Auto open placeholder contact page so that users can do further editing more easily
-- UI: Polished the looking of some UIs
+- UI: Polished the looking of some UIs
diff --git a/mkdocs.yml b/mkdocs.yml
@@ -109,5 +109,5 @@ nav:
 
 - 'Support':
   - 'Troubleshooting': support.md
-  - 'Feedback': feedback.md
+  - 'Community': https://community.ringcentral.com/groups/unified-crm-extension-22
   - 'Release notes': release-notes.md