RingCentral Click to Dial & Screen-Pop

https://www.ringcentral.com/

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

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

  • Mac: http://downloads.ringcentral.com/sp/RingCentralForMac-7.2.3.dmg

  • PC: http://downloads.ringcentral.com/sp/RingCentralForWindows-7.2.3.msi 

  • Log in on the Softphone using your normal RC credentials

  • On Settings>Calling, ensure the “Set as default faxing and calling application’ is “on"

• Screen-pop on Inbound Call:

  • On the Softphone go to Settings>General

  • Select Automatically launch on startup and Run application minimized

  • 

  • Go to calls > incoming > select Launch an external app or a URL on incoming call

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

  • 

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