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Overview

SmartAdvocate has a mechanism for click-to-dial integration.  It can also accept the phone number in the URL to do a screen-pop.

RingCentral for Windows softphone should be installed on client computer and configured to use Direct Dial (use RingCentral softphone for dial-out) or RingOut (ring on specified device before connecting to the called party) .  

http://www.ringcentral.com/office/features/desktop-apps/overview.html

SmartAdvocate Configuration

In SmartAdvocate under Admin->System Parameters find “Phone System Integration” group.

Set the first “Link …”parameter to rcmobile://call?number={0}

Set the “Integration Enabled” parameter to True.

 

RingCentral Softphone

This is an information about a third party software and it can be changed without SmartAdvocate being notified. URLs for software download might be our of date or there might be more recent version of the software available.

  • Download the latest Beta Softphone (these will officially GA later this week)

  • Screen-pop on Inbound Call:

    • On the Softphone go to Settings>General

    • Under “General”, enter in your URL parameter “http://[YOURSAWEEBSITE]/TopSearchResults.aspx?strOCA=All&strColumnName=Phone&strPhone=%P&strPosition=1“)

    • Note that [YOURSAWEEBSITE] should be replaces with the server name that you use to access SmartAdvocate for example https://app.smartadvocate.com/TopSearchResults.aspx?strOCA=All&strColumnName=Phone&strPhone=%P&strPosition=1

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