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changes.mady.by.user Igor Selizhuk

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changes.mady.by.user Implementation

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Note

This integration requires RingCentral Open API, which is available with Premium or Ultimate RingCentral accounts

For more information please see https://www.ringcentral.com/office/plansandpricing.html

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PLEASE NOTE CHANGES TO THE RINGCENTRAL INTEGRATION - SEE INFORMATION BELOW

To enable the SMS, kindly register the company first to the TCR using this link https://www.ringcentral.com/tcr or you can download the PDF form by clicking the following link Download TCR Brand and Campaign Registration PDF Form

Download TCR Brand and Campaign Registration PDF Form

Please make sure to do this, as Carriers are now requiring everyone to ensure we are compliant with their guidelines and help identify real businesses, and cut down on spam. Failure to register may result in your SMS being blocked by carriers. Ensure to name the form your Company name where it says "Customer Name"; this helps ensure we know who has uploaded the form. 

Server Based System - please perform the following configuration

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Once your RingCentral integration has been configured, you will need to test the integration using the following instructions:

  1. Find a case you are a staff member of in SmartAdvocate.

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  2. Make sure your contact card has your cell phone number and the number has text selected.

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  3. Select the text icon from the quick add bar.

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  4. Select your name in the “To” section and click send thereafter.

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    You will receive a text message on your cell phone.  Reply to the text message with a plain text message.

  6. Next reply to the text message with a photo and or video.

  7. Once you have sent the text messages with and without photo, go back to the case in SmartAdvocate.  Go to the notes screen of the case and verify the text messages you have sent. They will be under the type of Incoming text message. You will see the plain text and the mms attachment.  

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  8. Any MMS text messages will also appear in the documents screen of the case.

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  9. To create text message templates please go to admin > text message templates.

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If you have further questions about RingCentral directly, please contact:

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