RingCentral

Requirements

  • RingCentral Account
  • Latest PCRecruiter Launcher
  • RingCentral Softphone (latest build)

PCR Settings/Configurations

System Settings

Please note this must be enabled by a user with Administrative Security.

  1. Open ‘SYSTEM’ in the main menu.
  2. Select Add-Ons
  3. Choose Install Feature
  4. Enter the feature code ‘ringcentral’
  5. Choose ‘Next’ and then ‘Close’.

User Settings

  1. Open ‘SYSTEM’ in the main menu.
  2. Select Users
  3. Choose ‘Manage Users’
  4. Select the User Name you wish to update.
  5. Select the ‘Gear’ configuration icon next to the Contact Phone field.
  6. In the Telephone Settings panel, select ‘RingCentral’
  7. Available Fields
    • Phone Number
      • This is the user’s phone number with no special characters besides a leading “+” sign (e.g. +14409465214)
    • Extension (Optional)
    • Password – The Password associated with the RingCentral number listed above.
    • Direct Dial Number
      • Often the same as ‘Phone Number’ above, but may be different than the Phone Number field. This is primarily used for batch SMS messaging.
    • Autodial Delay – The number of seconds to pause before PCRecruiter loads the RingCentral dialer.
    • Select Lookup Fields for Batch SMS – Configure the preferred order of numbers to send text to when bulk SMS messaging.
    • User Phone Configuration – The default “RING CENTRAL DESKTOP PHONE ONLY” option should be used unless the user has an IP-based hardware phone associated with this RingCentral account.

Ring Central Desktop Phone Settings

  1. After installing the RingCentral Desktop software, open the ‘Settings’ panel.
  2. On the ‘Calls’ tab with Incoming selected, slide the ‘Launch an external app or URL on incoming call’ to ON and paste the following into the ‘Execute Command’ box:
    • PC USERS:
       "C:/Program Files (x86)/Main Sequence Technologies/PCRecruiter Launcher/ControlLoader.exe" "pcr:action=ringcentral&ver=latest&formattednumber=%P&lastname=%L&fullname=%N&firstname=%F&callednumber=%D&fullnumber=%C&standardizednumber=%E"
    • MAC USERS:
       open "/Applications/pcrurl.app" "pcr:action=ringcentral&ver=latest&formattednumber=%P&lastname=%L&fullname=%N&firstname=%F&callednumber=%D&fullnumber=%C&standardizednumber=%E"

image (45)

Windows Notifications Configuration

You may find that the default Windows notifications interfere with the PCRecruiter caller ID popup. To correct this, you will need to open the ‘Notification Area Icons’ option in the Windows Control Panel. Set the RingCentral option to “Hide icon and notifications.”

unnamed (2)

Using RingCentral in PCRecruiter

Texting/Dialing

  • You will find ‘Call’ and ‘SMS’ icons in the Action menu at the upper right corner of name, company, and job records.

image (44)

  • You will also see ‘Call’ and ‘SMS’ icons when activating any phone field within a record.

unnamed (3)

Incoming Call Notification

A Notification will appear in the bottom right corner of your window when there is an incoming call. If multiple records matching the phone number exist, the record with the most recent activity will appear. If the phone number is found on both names and companies, the company record will be favored in the popup.

unnamed (4)

Clicking on the notification will launch a window with the matching records. The top three will be shown (in order of most recent activity) and the ‘More Records’ option will show additional items up to a maximum of 50 per record type. The << icon will collapse the sidebar to increase screen space if needed. If no records match, the option to add a new record will be presented.

unnamed (5)

Activities

PCRecruiter will log activities for all text and voice communications made through your RingCentral account. Activities are created on a periodic sync with RingCentral’s servers and may not appear in your database immediately.