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

docs/bullhorn.md → docs/crm/bullhorn.md

@@ -6,7 +6,7 @@ RingCentral's integration with Bullhorn helps streamline communications with can
 
 ## Install the extension
 
-If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
+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/afbdQD0y4Yo?si=UKcBw2BP4pj2adNc" title="Unified CRM extension for Bullhorn - quick start" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
 
@@ -20,7 +20,7 @@ Once the extension has been installed, follow these steps to setup and configure
 
 3. Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "bullhorn."
 
-    ![Connect to Bullhorn](img/bullhorn-connect.png){ style="max-width: 200px" }
+    ![Connect to Bullhorn](../img/bullhorn-connect.png){ style="max-width: 200px" }
 
 4. Click the "Connect" button. 
 
@@ -34,13 +34,13 @@ And with that, you will be connected to Bullhorn and ready to begin using the in
 
 In Settings, there's a "Bullhorn Default Note Action" entry button.
 
-![Bullhorn default Note Action](img/bullhorn-default-note-action-entry.png)
+![Bullhorn default Note Action](../img/bullhorn-default-note-action-entry.png)
 
 We provide 3 most common cases here. Once you input the same Note Action string inside the field, the extension will try to find the assigned Note Action and select that for you on the log form page.
 
 There's also a "Apply to auto log" toggle to turn on this defaulting mechanism for auto log so that the extension won't generate unresolved items due to conflicts over multiple Note Actions. 
 
-![Bullhorn default Note Action page](img/bullhorn-default-note-action-page.png)
+![Bullhorn default Note Action page](../img/bullhorn-default-note-action-page.png)
 
 ## Placeholder companies when creating contacts
 

docs/clio.md → docs/crm/clio.md

@@ -6,7 +6,7 @@ RingCentral's integration with Clio helps streamline communications with clients
 
 ## Install the extension
 
-If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
+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/pQgdsAR1UCI?si=PaSTDhHkTUa9fMtk" title="Unified CRM extension for Clio - quick start" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
 
@@ -20,7 +20,7 @@ Once the extension has been installed, follow these steps to setup and configure
 
 3. Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "clio."
 
-    ![Connect to Clio](img/clio-connect.png){ style="max-width: 200px" }
+    ![Connect to Clio](../img/clio-connect.png){ style="max-width: 200px" }
 
 4. Click the "Connect" button. 
 
@@ -34,7 +34,7 @@ And with that, you will be connected to Clio and ready to begin using the integr
 
 Clio's contact lookup method is very strict. As a result, if the phone numbers in Clio are not stored using the E.164 standard, e.g. `+1##########`, then the CRM extension will fail to find the contact record for call logging and call pop. 
 
-To address this, short of reformatting every phone number stored in Clio, is to go to [Phone number format setting](./users/settings.md#phone-number-formats) under `Contact setting` and setting the phone number formats to conform with the conventions used by your practice. 
+To address this, short of reformatting every phone number stored in Clio, is to go to [Phone number format setting](../users/settings.md#phone-number-formats) under `Contact setting` and setting the phone number formats to conform with the conventions used by your practice. 
 
 Navigate to the Unified CRM Chrome extension's advanced settings page and enter in the phone formats used by your practice. Define a format by using an asterix "*" in place of any number. Any other character used in the format string will be interpretted literally. 
 
@@ -69,7 +69,7 @@ We have found the following formats are commonly used among customers (feel free
 
 Select or enter up to three different formats used by your practice. When you are done, the advanced settings form may look something like this:
 
-![Advanced settings with format options](img/adv-settings-formats.png)
+![Advanced settings with format options](../img/adv-settings-formats.png)
 
 !!! tip "The E.164 format is used by default. You do not need to specify the format `1**********`."
 
@@ -84,6 +84,6 @@ Ideally, phone numbers in Clio would all be stored using the E.164 format standa
 
 !!! tip "Use Zapier to automatically format phone numbers"
     Zapier is a great automation tool that can help your organization [reformat phone numbers to E.164](https://zapier.com/apps/clio/integrations/formatter/1481647/format-numbers-for-new-clio-contacts-with-formatter-by-zapier) for all new contacts moving forward.
-    ![Clio number formatter Zap](img/clio-zapier.png)
+    ![Clio number formatter Zap](../img/clio-zapier.png)
 
 Finally, you can improve performance by going back to existing contacts and updating their phone numbers. This can be a laborious process, but will yield the best results in the long term. 

docs/crm/index.md

@@ -0,0 +1,26 @@
+# CRMs supported by the Unified CRM extension
+
+RingCentral's Unified CRM extension for RingEX provides support for a number of different CRMs including the list below. It is also a [developer framework](../developers/index.md) that allows companies to quickly and easily build integrations with more niche or proprietary CRMs at a fraction of the cost. 
+
+## Supported CRMs
+
+<div class="grid cards" markdown>
+
+-    ![Bullhorn Logo](../img/bullhorn-logo.png){.crm-logo}
+     [Bullhorn](bullhorn.md)
+-    ![Clio Logo](../img/clio-logo.png){.crm-logo} 
+     [Clio](clio.md)
+-    ![Insightly Logo](../img/insightly-logo.png){.crm-logo} 
+     [Insightly](insightly.md)
+-    ![Pipedrive Logo](../img/pipedrive-logo.png){.crm-logo} 
+     [Pipedrive](pipedrive.md)
+-    ![Redtail Logo](../img/redtail-logo.png){.crm-logo} 
+     [Redtail CRM](redtail.md)
+-    ![NetSuite Logo](../img/netsuite-logo.png){.crm-logo} 
+     [NetSuite](netsuite.md)
+
+</div>
+
+## Don't see your CRM listed?
+
+If you don't see your CRM listed, contact us via our [community](https://community.ringcentral.com) and we can help get you in touch with qualified vendors or RingCentral Professional Services whom can help you build a solution that fits your needs.

docs/insightly.md → docs/crm/insightly.md

@@ -6,7 +6,7 @@ RingCentral's integration with Insightly helps streamline communications between
 
 ## Install the extension
 
-If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
+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/5hWvVI12UAc?si=IX1PjO__Njki_60i" title="Unified CRM extension for Insightly - quick start" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
 
@@ -20,20 +20,20 @@ Once the extension has been installed, follow these steps to setup and configure
 
 3. Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "insightly."
 
-    ![Connect to Insightly](img/insightly-connect.png){ style="max-width: 200px" }
+    ![Connect to Insightly](../img/insightly-connect.png){ style="max-width: 200px" }
 
 4. Click the "Connect" button. 
 
 5. A window will be opened prompting you to enter numerous attributes from Insightly, including:
     * API key
     * API URL
 
-    ![Connect to Insightly](img/insightly-setup.png){ style="max-width: 200px" }
+    ![Connect to Insightly](../img/insightly-setup.png){ style="max-width: 200px" }
 
 
 6. Click the "Get Key" button and the extension will attempt to retrieve these values for you. You may also enter these values manually. In Insightly, navigate to User Settings from the pull down menu in the upper-righthand corner. Scroll down until you see a section labeled "API." Copy and paste your API key and API URL into the corresponding fields. 
 
-    ![Insightly API credentials](img/insightly-apicreds.png){ style="max-width: 600px" }
+    ![Insightly API credentials](../img/insightly-apicreds.png){ style="max-width: 600px" }
 
 When you login successfully, the Chrome extension will automatically update to show you are connected to Insightly. If you are connected, the button next to Insightly will say, "logout".
 
@@ -43,6 +43,6 @@ And with that, you will be connected to Insightly and ready to begin using the i
 
 Insightly's contact lookup method is very strict. As a result, if the phone numbers in Insightly are not stored using the E.164 standard, e.g. `+1##########`, then the CRM extension will fail to find the contact record for call logging and call pop. 
 
-To address this, short of reformatting every phone number stored in Insightly, is to go our [Phone number format setting](./users/settings.md#phone-number-formats) under `Contact setting` and setting the phone number formats to conform with the conventions used by your company. 
+To address this, short of reformatting every phone number stored in Insightly, is to go our [Phone number format setting](../users/settings.md#phone-number-formats) under `Contact setting` and setting the phone number formats to conform with the conventions used by your company. 
 
 Making this change will improve your experience with the extension considerably. 

docs/netsuite.md → docs/crm/netsuite.md

@@ -54,7 +54,7 @@ For this extension to work, your NetSuite account admin needs to assign users wi
 
 ## Install the Chrome/Edge extension
 
-If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
+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>
 
@@ -68,7 +68,7 @@ Once the extension has been installed, follow these steps to setup and configure
 
 3. Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "netsuite".
 
-    ![Connect to NetSuite](img/netsuite-connect.png){ style="max-width: 200px" }
+    ![Connect to NetSuite](../img/netsuite-connect.png){ style="max-width: 200px" }
 
 4. Click the "Connect" button. 
 

docs/pipedrive.md → docs/crm/pipedrive.md

@@ -6,7 +6,7 @@ RingCentral's integration with Pipedrive helps streamline communications between
 
 ## Install the extension
 
-If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
+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/Hu0qC13HDkQ?si=XZLWUCalDRhF8ASP" title="Unified CRM extension for Insightly - quick start" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
 
@@ -20,7 +20,7 @@ Once the extension has been installed, follow these steps to setup and configure
 
 3. From the marketplace listing, initiate the authorization process by clicking the "Install Now" button.
 
-    ![Install Pipedrive ext](img/pipedrive-marketplace.png)
+    ![Install Pipedrive ext](../img/pipedrive-marketplace.png)
 
 3. On the authorization screen, scroll to the bottom and click "Allow and Install." The CRM extension should automatically come to the foreground and show that you are now connected to Pipedrive. 
 
@@ -32,6 +32,6 @@ And with that, you will be connected to Pipedrive and ready to begin using the i
 
 Pipedrive's system exhibits a relatively uncommon behavior that is the result of a perfectly normal function of the frameworks used by their engineers. However, this behavior is unfortunate because it causes the dialer to be removed from the page after it has loaded. You may see it appear briefly, and then POOF! It is gone. 
 
-To address this, go our [advanced settings](./users/settings.md#advanced-configuration-options) and set the config option called "Click-to-dial inject delay" to `2` or `3`. Depending upon network latencies, you may need to increase this number, but usually a value of `2` is sufficient. 
+To address this, go our [advanced settings](../users/settings.md#advanced-configuration-options) and set the config option called "Click-to-dial inject delay" to `2` or `3`. Depending upon network latencies, you may need to increase this number, but usually a value of `2` is sufficient. 
 
 

docs/redtail.md → docs/crm/redtail.md

@@ -6,7 +6,7 @@ RingCentral's integration with Redtail CRM helps streamline communications betwe
 
 ## Install the extension
 
-If you have not already done so, begin by [installing the Unified CRM extension](./getting-started.md) from the Chrome web store. 
+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/1pbpbEvp5uQ?si=BUmLcaKk5att_XQf" title="Unified CRM extension for Redtail CRM - quick start" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
 
@@ -20,7 +20,7 @@ Once the extension has been installed, follow these steps to setup and configure
 
 3. Navigate to the Settings screen in the Unified CRM extension's CTI, and find the option labeled "redtail."
 
-    ![Connect to Redtail](img/redtail-connect.png){ style="max-width: 200px" }
+    ![Connect to Redtail](../img/redtail-connect.png){ style="max-width: 200px" }
 
 4. Click the "Connect" button. 
 

docs/extra.css

@@ -1,3 +1,9 @@
+.crm-logo {
+    max-width: 200px;
+    max-height: 100px;
+    display: block;
+    margin-bottom: 15px;
+}
 .md-typeset a {
     color: #066fac
 }

docs/getting-started.md

@@ -43,11 +43,11 @@ The process of connecting the Unified CRM extension to your CRM is more or less
 
 Each CRM may have a slightly different approach in order to install the extension fully. Consult the CRM-specific documentation to setup and configure your CRM below.
 
-* [Connect and setup Bullhorn](./bullhorn.md)
-* [Connect and setup Clio](./clio.md)
-* [Connect and setup Insightly](./insightly.md)
-* [Connect and setup Pipedrive](./pipedrive.md)
-* [Connect and setup Redtail CRM](./redtail.md)
-* [Connect and setup NetSuite](./netsuite.md)
+* [Connect and setup Bullhorn](./crm/bullhorn.md)
+* [Connect and setup Clio](./crm/clio.md)
+* [Connect and setup Insightly](./crm/insightly.md)
+* [Connect and setup Pipedrive](./crm/pipedrive.md)
+* [Connect and setup Redtail CRM](./crm/redtail.md)
+* [Connect and setup NetSuite](./crm/netsuite.md)
 
 

docs/index.md

@@ -2,9 +2,9 @@
 hide:
   - navigation
 ---
-# Unified CRM extension for Google Chrome and Microsoft Edge
+# Unified CRM extension for RingEX
 
-RingCentral's Unified CRM extension for Google Chrome and Microsoft Edge is a browser plugin that helps connect your RingCentral account to a number of different CRM services. It embeds a fully functional web phone into your CRM and supports key user flows unique to CRMs to better track calls and engage with customers.
+RingCentral's Unified CRM extension for RingEX is a browser extension for Google Chrome and Microsoft Edge that helps connect your RingCentral RingEX account to a number of different CRM services. It embeds a fully functional web phone into your CRM and supports key user flows unique to CRMs to better track calls and engage with customers.
 
 <figure markdown>
   ![Unified CRM extension](img/intro.png)
@@ -28,18 +28,19 @@ RingCentral's Unified CRM extension for Google Chrome and Microsoft Edge is a br
 
 The Unified CRM extension requires the following:
 
+* RingEX account
 * Google Chrome or Microsoft Edge
 
 ## Supported CRMs
 
 RingCentral currently supports the following CRMs using the Unified CRM extension:
 
-* [Bullhorn](./bullhorn.md)
-* [Clio](./clio.md)
-* [Insightly](./insightly.md)
-* [Pipedrive](./pipedrive.md)
-* [Redtail CRM](./redtail.md)
-* [NetSuite](./netsuite.md)
+* [Bullhorn](./crm/bullhorn.md)
+* [Clio](./crm/clio.md)
+* [Insightly](./crm/insightly.md)
+* [Pipedrive](./crm/pipedrive.md)
+* [Redtail CRM](./crm/redtail.md)
+* [NetSuite](./crm/netsuite.md)
 
 Don't see your CRM listed above? Visit our [Ideas portal](https://ideas.ringcetral.com/) to tell us more about the CRM you would like us to integrate with. 
 

docs/users/logging.md

@@ -9,6 +9,13 @@ One of the central features of the Unified CRM extension is the ability to autom
 
 If you wish to edit a call you have previously logged, you will need to do so from within your CRM directly. Once a call has been logged using the extension, it cannot be edited by the extension.
 
+### Logging call recordings
+
+If a call is recorded, a link to the call's recording is included in the contents logged to the CRM automatically. 
+
+!!! warning "Call logs are kept for a maximum of 90 days within RingCentral"
+    Please be aware that RingCentral does not retain data indefinitely. Call recordings for example are purged after 90 days. If you wish to retain those files longer, most users subscribe to a third-party service to archive call media. 
+
 ## Taking notes during an active call
 
 While a call is active, click the "Notes" icon found in the lower right-hand corner of the dialer to open up a notes page into which you free type notes. When the call is complete, the notes will be saved locally, and when you log the call in the CRM the notes will transmitted to and saved in the CRM.

mkdocs.yml

@@ -1,5 +1,5 @@
 # Project information
-site_name: RingCentral Unified CRM extension for Chrome and Edge
+site_name: RingCentral Unified CRM extension for RingEX
 site_url: https://github.com/ringcentral/rc-unified-crm-extension
 
 # Repository
@@ -59,15 +59,15 @@ copyright: "2023-2024 RingCentral, Inc. All rights reserved."
 
 nav:
 - 'Home': index.md
-- 'Installation':
-  - 'Download': getting-started.md
-  - 'Connecting to your CRM': 
-     - 'Bullhorn': bullhorn.md
-     - 'Clio': clio.md
-     - 'Insightly': insightly.md
-     - 'Pipedrive': pipedrive.md
-     - 'Redtail CRM': redtail.md
-     - 'NetSuite': netsuite.md
+- 'Installation': getting-started.md
+- 'Supported CRMs':
+   - 'Overview': crm/index.md
+   - 'Bullhorn': crm/bullhorn.md
+   - 'Clio': crm/clio.md
+   - 'Insightly': crm/insightly.md
+   - 'Pipedrive': crm/pipedrive.md
+   - 'Redtail CRM': crm/redtail.md
+   - 'NetSuite': crm/netsuite.md
 - 'User guide':
   - 'Accessing the extension': users/access.md
   - 'Making and receiving calls': users/making-calls.md
@@ -110,4 +110,5 @@ nav:
 - 'Support':
   - 'Troubleshooting': support.md
   - 'Community': https://community.ringcentral.com/groups/unified-crm-extension-22
+  - 'Request help': https://community.ringcentral.com/topic/new?fid=22
   - 'Release notes': release-notes.md