diff --git a/docs/bullhorn.md b/docs/crm/bullhorn.md
similarity index 90%
rename from docs/bullhorn.md
rename to docs/crm/bullhorn.md
index fdc8461c..a570a17f 100644
--- a/docs/bullhorn.md
+++ b/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.
@@ -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."
- { style="max-width: 200px" }
+ { 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.
-
+
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.
-
+
## Placeholder companies when creating contacts
diff --git a/docs/clio.md b/docs/crm/clio.md
similarity index 90%
rename from docs/clio.md
rename to docs/crm/clio.md
index 2c8683fb..34f18d8d 100644
--- a/docs/clio.md
+++ b/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.
@@ -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."
- { style="max-width: 200px" }
+ { 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:
-
+
!!! 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.
- 
+ 
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.
diff --git a/docs/crm/index.md b/docs/crm/index.md
new file mode 100644
index 00000000..8a75b228
--- /dev/null
+++ b/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
+
+
+
+## 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.
diff --git a/docs/insightly.md b/docs/crm/insightly.md
similarity index 83%
rename from docs/insightly.md
rename to docs/crm/insightly.md
index 27cd2f6b..ac0f53ca 100644
--- a/docs/insightly.md
+++ b/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.
@@ -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 "insightly."
- { style="max-width: 200px" }
+ { style="max-width: 200px" }
4. Click the "Connect" button.
@@ -28,12 +28,12 @@ Once the extension has been installed, follow these steps to setup and configure
* API key
* API URL
- { style="max-width: 200px" }
+ { 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.
- { style="max-width: 600px" }
+ { 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.
diff --git a/docs/netsuite.md b/docs/crm/netsuite.md
similarity index 96%
rename from docs/netsuite.md
rename to docs/crm/netsuite.md
index 6336f512..7496123a 100644
--- a/docs/netsuite.md
+++ b/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.
@@ -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".
- { style="max-width: 200px" }
+ { style="max-width: 200px" }
4. Click the "Connect" button.
diff --git a/docs/pipedrive.md b/docs/crm/pipedrive.md
similarity index 85%
rename from docs/pipedrive.md
rename to docs/crm/pipedrive.md
index 4f67a54b..e16c283a 100644
--- a/docs/pipedrive.md
+++ b/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.
@@ -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.
- 
+ 
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.
diff --git a/docs/redtail.md b/docs/crm/redtail.md
similarity index 92%
rename from docs/redtail.md
rename to docs/crm/redtail.md
index 114bb50a..9dccf336 100644
--- a/docs/redtail.md
+++ b/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.
@@ -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."
- { style="max-width: 200px" }
+ { style="max-width: 200px" }
4. Click the "Connect" button.
diff --git a/docs/extra.css b/docs/extra.css
index 5b94ad9c..5b9b90f0 100644
--- a/docs/extra.css
+++ b/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
}
diff --git a/docs/getting-started.md b/docs/getting-started.md
index 1255aa83..8132fdae 100644
--- a/docs/getting-started.md
+++ b/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)
diff --git a/docs/img/bullhorn-logo.png b/docs/img/bullhorn-logo.png
new file mode 100644
index 00000000..b248a290
Binary files /dev/null and b/docs/img/bullhorn-logo.png differ
diff --git a/docs/img/clio-logo.png b/docs/img/clio-logo.png
new file mode 100644
index 00000000..17dd8903
Binary files /dev/null and b/docs/img/clio-logo.png differ
diff --git a/docs/img/insightly-logo.png b/docs/img/insightly-logo.png
new file mode 100644
index 00000000..f9989982
Binary files /dev/null and b/docs/img/insightly-logo.png differ
diff --git a/docs/img/netsuite-logo.png b/docs/img/netsuite-logo.png
new file mode 100644
index 00000000..cbe246d8
Binary files /dev/null and b/docs/img/netsuite-logo.png differ
diff --git a/docs/img/pipedrive-logo.png b/docs/img/pipedrive-logo.png
new file mode 100644
index 00000000..18852290
Binary files /dev/null and b/docs/img/pipedrive-logo.png differ
diff --git a/docs/img/redtail-logo.png b/docs/img/redtail-logo.png
new file mode 100644
index 00000000..bd6d3932
Binary files /dev/null and b/docs/img/redtail-logo.png differ
diff --git a/docs/img/supported-crms.png b/docs/img/supported-crms.png
index 91e8c4cd..73c8ff33 100644
Binary files a/docs/img/supported-crms.png and b/docs/img/supported-crms.png differ
diff --git a/docs/index.md b/docs/index.md
index 03e1c299..cb5bd1ac 100644
--- a/docs/index.md
+++ b/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.
@@ -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.
diff --git a/docs/users/logging.md b/docs/users/logging.md
index 419a6c87..e83d48d1 100644
--- a/docs/users/logging.md
+++ b/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.
diff --git a/mkdocs.yml b/mkdocs.yml
index a2012962..de69d6aa 100644
--- a/mkdocs.yml
+++ b/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