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update: name to App Connect
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@DaKingKong
DaKingKong committed Dec 16, 2024
1 parent b739d9b commit cb23741
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2 changes: 1 addition & 1 deletion README.md
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@@ -1,4 +1,4 @@
# Unified CRM extension for Google Chrome and Microsoft Edge
# RingCentral App Connect for Google Chrome and Microsoft Edge

[![Build Status](https://github.com/ringcentral/rc-unified-crm-extension/workflows/CI%20Pipeline/badge.svg?branch=main)](https://github.com/ringcentral/rc-unified-crm-extension/actions) [![Latest release](https://img.shields.io/github/v/release/ringcentral/rc-unified-crm-extension)](https://github.com/ringcentral/rc-unified-crm-extension/releases) [![Coverage Status](https://coveralls.io/repos/github/ringcentral/rc-unified-crm-extension/badge.svg?branch=main)](https://coveralls.io/github/ringcentral/rc-unified-crm-extension?branch=main)

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2 changes: 1 addition & 1 deletion bin/index.js
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Expand Up @@ -6,7 +6,7 @@ import inquirer from 'inquirer';

const program = new Command();

program.version(packageJson.version).description('RingCentral CRM Extension');
program.version(packageJson.version).description('RingCentral App Connect');

program
.command('release')
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10 changes: 5 additions & 5 deletions docs/crm/netsuite.md
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Expand Up @@ -16,7 +16,7 @@ To begin using the NetSuite integration, users will first need to do the followi
* Login to NetSuite, then visit the [RingCentral Suite App](https://www.suiteapp.com/RingCentral-Unified-CRM-Extension) page, or:
* 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 "RingCentral App Connect" in the search results
* Click the "Install" button found in the upper right hand corner of the page

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 2024.2 or later.
Expand All @@ -25,13 +25,13 @@ Installing the app from the SuiteApp marketplace is a necessary step prior to in

## Setup roles and permissions in NetSuite

Upon installation of the SuiteApp, a role will be created automatically within your account called "RingCentral CRM Extension." This role has been specially tuned to contain the bare minimum number access level to fully operate the Chrome extension. You can see a detailed list of permissions below if you would like to incorporate these permissions into a custom role of your own.
Upon installation of the SuiteApp, a role will be created automatically within your account called "RingCentral App Connect." This role has been specially tuned to contain the bare minimum number access level to fully operate the Chrome extension. You can see a detailed list of permissions below if you would like to incorporate these permissions into a custom role of your own.

### NetSuite OneWorld instructions

Upon installing the SuiteApp from the Marketplace, a new custom role named **"RingCentral CRM Extension"** will be automatically created in your account. If you are a OneWorld license holder, you will need to take these additional steps.
Upon installing the SuiteApp from the Marketplace, a new custom role named **"RingCentral App Connect"** will be automatically created in your account. If you are a OneWorld license holder, you will need to take these additional steps.

1. Clone the "RingCentral CRM Extension" role by selecting the "Customize" option.
1. Clone the "RingCentral App Connect" role by selecting the "Customize" option.
2. While cloning, add the permission **"List -> Subsidiaries"** to the cloned role.

Use this cloned role when logging into and connecting App Connect to NetSuite.
Expand All @@ -48,7 +48,7 @@ REST Web Services is default to be invisible. We'll need to turn on the feature

### Create role with required permissions

We recommend using the "RingCentral CRM Extension" role created for you when you install the SuiteApp. However, if you would like to create a custom role that includes the permissions necessary to allow this extension to operate fully, consult the table below.
We recommend using the "RingCentral App Connect" role created for you when you install the SuiteApp. However, if you would like to create a custom role that includes the permissions necessary to allow this extension to operate fully, consult the table below.

| Category | Permission | Level |
| ------------ | ------------------------------------ | ----- |
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2 changes: 1 addition & 1 deletion package.json
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@@ -1,7 +1,7 @@
{
"name": "rc-unified-crm-extension-server",
"version": "1.3.2",
"description": "RingCentral Unified CRM Extension",
"description": "RingCentral App Connect",
"main": "index.js",
"bin": {
"rc-unified-crm-extension": "bin/index.js"
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8 changes: 4 additions & 4 deletions src/adapters/bullhorn/index.js
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Expand Up @@ -250,7 +250,7 @@ async function createContact({ user, authHeader, phoneNumber, newContactName, ne
`${user.platformAdditionalInfo.restUrl}entity/ClientCorporation`,
{
name: "RingCentral_CRM_Extension_Placeholder_Company",
companyDescription: "<strong><span style=\"color: rgb(231,76,60);\">This company was created automatically by the RingCentral Unified CRM Extension. Feel free to edit, or associate this company's contacts to more appropriate records. </span></strong>"
companyDescription: "<strong><span style=\"color: rgb(231,76,60);\">This company was created automatically by the RingCentral App Connect. Feel free to edit, or associate this company's contacts to more appropriate records. </span></strong>"
},
{
headers: {
Expand Down Expand Up @@ -450,15 +450,15 @@ async function createMessageLog({ user, contactInfo, authHeader, message, additi
'</ul>' +
'------------<br>' +
'END<br><br>' +
'--- Created via RingCentral CRM Extension';
'--- Created via RingCentral App Connect';
break;
case 'Voicemail':
subject = `Voicemail left by ${contactInfo.name} - ${moment(message.creationTime).utcOffset(Number(user.timezoneOffset)).format('YY/MM/DD')}`;
comments = `<br><b>${subject}</b><br>Voicemail recording link: ${recordingLink} <br><br>--- Created via RingCentral CRM Extension`;
comments = `<br><b>${subject}</b><br>Voicemail recording link: ${recordingLink} <br><br>--- Created via RingCentral App Connect`;
break;
case 'Fax':
subject = `Fax document sent from ${contactInfo.name} - ${moment(message.creationTime).utcOffset(Number(user.timezoneOffset)).format('YY/MM/DD')}`;
comments = `<br><b>${subject}</b><br>Fax document link: ${faxDocLink} <br><br>--- Created via RingCentral CRM Extension`;
comments = `<br><b>${subject}</b><br>Fax document link: ${faxDocLink} <br><br>--- Created via RingCentral App Connect`;
break;
}

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16 changes: 8 additions & 8 deletions src/adapters/clio/index.js
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Expand Up @@ -193,7 +193,7 @@ async function createCallLog({ user, contactInfo, authHeader, callLog, note, add
const postBody = {
data: {
subject: callLog.customSubject ?? `[Call] ${callLog.direction} Call ${callLog.direction === 'Outbound' ? 'to' : 'from'} ${contactInfo.name} [${contactInfo.phone}]`,
body: `\nContact Number: ${contactInfo.phoneNumber}\nCall Result: ${callLog.result}\nNote: ${note}${callLog.recording ? `\n[Call recording link] ${callLog.recording.link}` : ''}\n\n--- Created via RingCentral CRM Extension`,
body: `\nContact Number: ${contactInfo.phoneNumber}\nCall Result: ${callLog.result}\nNote: ${note}${callLog.recording ? `\n[Call recording link] ${callLog.recording.link}` : ''}\n\n--- Created via RingCentral App Connect`,
type: 'PhoneCommunication',
received_at: moment(callLog.startTime).toISOString(),
senders: [sender],
Expand Down Expand Up @@ -254,8 +254,8 @@ async function updateCallLog({ user, existingCallLog, authHeader, recordingLink,
let patchBody = {};
if (!!recordingLink) {
const urlDecodedRecordingLink = decodeURIComponent(recordingLink);
if (logBody.includes('\n\n--- Created via RingCentral CRM Extension')) {
logBody = logBody.replace('\n\n--- Created via RingCentral CRM Extension', `\n[Call recording link]${urlDecodedRecordingLink}\n\n--- Created via RingCentral CRM Extension`);
if (logBody.includes('\n\n--- Created via RingCentral App Connect')) {
logBody = logBody.replace('\n\n--- Created via RingCentral App Connect', `\n[Call recording link]${urlDecodedRecordingLink}\n\n--- Created via RingCentral App Connect`);
}
else {
logBody += `\n[Call recording link]${urlDecodedRecordingLink}`;
Expand All @@ -273,7 +273,7 @@ async function updateCallLog({ user, existingCallLog, authHeader, recordingLink,
originalNote = logBody.split('\n[Call recording link]')[0].split('Note: ')[1];
}
else {
originalNote = logBody.split('\n\n--- Created via RingCentral CRM Extension')[0].split('Note: ')[1];
originalNote = logBody.split('\n\n--- Created via RingCentral App Connect')[0].split('Note: ')[1];
}

logBody = logBody.replace(`Note: ${originalNote}`, `Note: ${note}`);
Expand Down Expand Up @@ -337,15 +337,15 @@ async function createMessageLog({ user, contactInfo, authHeader, message, additi
`${message.subject}\n` +
'------------\n' +
'END\n\n' +
'--- Created via RingCentral CRM Extension';
'--- Created via RingCentral App Connect';
break;
case 'Voicemail':
logSubject = `Voicemail left by ${contactInfo.name} - ${moment(message.creationTime).format('YY/MM/DD')}`;
logBody = `Voicemail recording link: ${recordingLink} \n\n--- Created via RingCentral CRM Extension`;
logBody = `Voicemail recording link: ${recordingLink} \n\n--- Created via RingCentral App Connect`;
break;
case 'Fax':
logSubject = `Fax document sent from ${contactInfo.name} - ${moment(message.creationTime).format('YY/MM/DD')}`;
logBody = `Fax document link: ${faxDocLink} \n\n--- Created via RingCentral CRM Extension`;
logBody = `Fax document link: ${faxDocLink} \n\n--- Created via RingCentral App Connect`;
break;
}
const postBody = {
Expand Down Expand Up @@ -429,7 +429,7 @@ async function getCallLog({ user, callLogId, authHeader }) {
});
const note = getLogRes.data.data.body.includes('[Call recording link]') ?
getLogRes.data.data.body.split('Note: ')[1].split('\n[Call recording link]')[0] :
getLogRes.data.data.body.split('Note: ')[1].split('\n\n--- Created via RingCentral CRM Extension')[0];
getLogRes.data.data.body.split('Note: ')[1].split('\n\n--- Created via RingCentral App Connect')[0];
const contactId = getLogRes.data.data.senders[0].type == 'Person' ?
getLogRes.data.data.senders[0].id :
getLogRes.data.data.receivers[0].id;
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16 changes: 8 additions & 8 deletions src/adapters/insightly/index.js
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Expand Up @@ -263,7 +263,7 @@ async function createCallLog({ user, contactInfo, authHeader, callLog, note, add
const callRecordingDetail = callLog.recording ? `\nCall recording link: ${callLog.recording.link}` : "";
const postBody = {
TITLE: callLog.customSubject ?? `${callLog.direction} Call ${callLog.direction === 'Outbound' ? 'to' : 'from'} ${contactInfo.name}`,
DETAILS: `This was a ${callLog.duration} seconds call ${callLog.direction === 'Outbound' ? `to ${contactInfo.name}(${callLog.to.phoneNumber})` : `from ${contactInfo.name}(${callLog.from.phoneNumber})`}.${noteDetail}${callRecordingDetail}\n\n--- Created via RingCentral CRM Extension`,
DETAILS: `This was a ${callLog.duration} seconds call ${callLog.direction === 'Outbound' ? `to ${contactInfo.name}(${callLog.to.phoneNumber})` : `from ${contactInfo.name}(${callLog.from.phoneNumber})`}.${noteDetail}${callRecordingDetail}\n\n--- Created via RingCentral App Connect`,
START_DATE_UTC: moment(callLog.startTime).utc(),
END_DATE_UTC: moment(callLog.startTime).utc().add(callLog.duration, 'seconds')
}
Expand Down Expand Up @@ -355,8 +355,8 @@ async function updateCallLog({ user, existingCallLog, authHeader, recordingLink,
let logBody = getLogRes.data.DETAILS;
let logSubject = getLogRes.data.TITLE;
if (!!recordingLink) {
if (logBody.includes('\n\n--- Created via RingCentral CRM Extension')) {
logBody = logBody.replace('\n\n--- Created via RingCentral CRM Extension', `\n[Call recording link]${urlDecodedRecordingLink}\n\n--- Created via RingCentral CRM Extension`);
if (logBody.includes('\n\n--- Created via RingCentral App Connect')) {
logBody = logBody.replace('\n\n--- Created via RingCentral App Connect', `\n[Call recording link]${urlDecodedRecordingLink}\n\n--- Created via RingCentral App Connect`);
}
else {
logBody += `\n[Call recording link]${urlDecodedRecordingLink}`;
Expand All @@ -368,7 +368,7 @@ async function updateCallLog({ user, existingCallLog, authHeader, recordingLink,
originalNote = logBody.split('\n[Call recording link]')[0].split('Agent notes: ')[1];
}
else {
originalNote = logBody.split('\n\n--- Created via RingCentral CRM Extension')[0].split('Agent notes: ')[1];
originalNote = logBody.split('\n\n--- Created via RingCentral App Connect')[0].split('Agent notes: ')[1];
}

logBody = logBody.replace(`Agent notes: ${originalNote}`, `Agent notes: ${note}`);
Expand Down Expand Up @@ -405,7 +405,7 @@ async function getCallLog({ user, callLogId, authHeader }) {
});
const note = getLogRes.data.DETAILS.includes('[Call recording link]') ?
getLogRes.data.DETAILS?.split('Agent notes: ')[1]?.split('\n[Call recording link]')[0] :
getLogRes.data.DETAILS?.split('Agent notes: ')[1]?.split('\n\n--- Created via RingCentral CRM Extension')[0];
getLogRes.data.DETAILS?.split('Agent notes: ')[1]?.split('\n\n--- Created via RingCentral App Connect')[0];
const contactRes = await axios.get(
`${user.platformAdditionalInfo.apiUrl}/${process.env.INSIGHTLY_API_VERSION}/${getLogRes.data.LINKS[0].LINK_OBJECT_NAME}s/${getLogRes.data.LINKS[0].LINK_OBJECT_ID}`,
{
Expand Down Expand Up @@ -447,15 +447,15 @@ async function createMessageLog({ user, contactInfo, authHeader, message, additi
`${message.subject}\n` +
'------------\n' +
'END\n\n' +
'--- Created via RingCentral CRM Extension';
'--- Created via RingCentral App Connect';
break;
case 'Voicemail':
title = `Voicemail left by ${contactInfo.name} - ${moment(message.creationTime).format('YY/MM/DD')}`;
details = `Voicemail recording link: ${recordingLink} \n\n--- Created via RingCentral CRM Extension`;
details = `Voicemail recording link: ${recordingLink} \n\n--- Created via RingCentral App Connect`;
break;
case 'Fax':
title = `Fax document sent from ${contactInfo.name} - ${moment(message.creationTime).format('YY/MM/DD')}`;
details = `Fax document link: ${faxDocLink} \n\n--- Created via RingCentral CRM Extension`;
details = `Fax document link: ${faxDocLink} \n\n--- Created via RingCentral App Connect`;
break;
}

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