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.

Latest RingCentral documentation indicates that their app now supports callto: link, so you might need to set the “Link …” parameter to callto:{0}

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 URLs for software download might be out of date or there might be more recent version of the software available.

Check more recent instructions from RingCentral here:

https://support.ringcentral.com/ca/en/app/phone/desktop-web/using-click-to-dial-feature-ringcentral-app-desktop-web.html

https://support.ringcentral.com/article-v2/Phone-Desktop-Launch-Application-URL-Incoming-Call.html?brand=RC_US&product=RingCentral_Phone&language=en_US

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 “https://[YOURSAWEBSITE]/SA/TopSearchResults.aspx?strOCA=2&strColumnName=Phone&strPhone=%P&strPosition=1“)
- Note that [YOURSAWEBSITE] should be replaced with the server name that you use to access SmartAdvocate, for example, if you are using SmartAdvocate Cloud the ULR will be: https://app.smartadvocate.com/SA/TopSearchResults.aspx?strOCA=2&strColumnName=Phone&strPhone=%P&strPosition=1
  If you are using self-hosting option the ULR might be something like https://www.best-lawyer-ever.com/SA/TopSearchResults.aspx?strOCA=2&strColumnName=Phone&strPhone=%P&strPosition=1
- Alternatively you can set the URL to use ScreenPop.aspx. If the passed phone number is present in the system it will perform the search and show the case (or list of cases). If the phone number is not present then the Case Wizard will be opened. Originating phone number will be automatically populated and Dialed number will be used to pick the Advertisement Source.
  Example: https://app.smartadvocate.com/SA/ScreenPop.aspx?OriginatingPhone=5167707406&DialedNumber=8774387626
- You may also have to set as default faxing and calling application in RingCentral under General

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

Chip Ryan
Account Executive
Office (720) 500-5667
chip.ryan@ringcentral.com
Book a meeting - https://booking.chilipiper.com/book/me/chip-ryan

Jacob Balandra
ACCOUNT EXECUTIVE – SMB SALES UCAAS CAAS
Connect with me: +1-212-274-8211
jacob.balandra@ringcentral.com