NetSuite Integration

  • 2
  • Question
  • Updated 2 weeks ago
  • Answered
Anybody know when they will show up with a direct interface to NetSuite or of an alternative method?  We may be foreced to split out phone services if it does not show up soon.
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[none]

  • 60 Points

Posted 3 years ago

  • 2
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Andy Thompson

  • 50 Points
Hello,

What are you looking for in terms of integration?  Click-to-dial and screen pops can be achieved with use of the RingCentral for Desktop Softphone.

Click-to-dial:
https://blog.ringcentral.com/2015/07/how-to-make-phone-numbers-in-netsuite-into-click-to-dial-links/

Screen Pop (Quick Search):
In the Softphone, go to Settings > General > Launch an external application or a URL on incoming call > (Turn ON) > Paste the below URL (may be updated):

https://system.netsuite.com/app/common/search/ubersearchresults.nl?quicksearch=T&searchtype=Uber&frame=be&Uber_NAMEtype=KEYWORDSTARTSWITH&Uber_NAME=%P<https://system.netsuite.com/app/common/search/ubersearchresults.nl?quicksearch=T&searchtype=Uber&frame=be&Uber_NAMEtype=KEYWORDSTARTSWITH&Uber_NAME=%25P>
(Edited)
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Symitry Ltd

  • 50 Points
Hi, we have tried the above and in click to dial the formula doesn't work, it brings up "Error: Invalid expression". Also we have actioned the screen pop but when a call comes in it brings up the Netsuite login page, it doesn't automatically login or take us to the record of the person calling? Any ideas?
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Mike, Official Rep

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Hi Symitry Ltd ,   Just letting you know that someone should be getting back to you on this one. 
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Adam Katzenmeyer

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Hi Mike I'm having the same issues as Symitry
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Symitry Ltd

  • 50 Points
Hi Mike, Just letting you know that we haven't heard anything from anyone at RingCentral as yet on the above from 2 weeks ago!!
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Josh Green

  • 0 Points
Not sure why RingCentral won't/can't figure this out...I just wrote my own formula.  If you use this in the formula field instead of what they use in the article it works.  What they didn't mention in the article is make sure you have Launch an external app or a url on incoming call on in your settings (if you don't you have to turn it on log out and back in for this to work).  Hope this helps somebody else.

'<a href=rcmobile://call?number=' ||  translate ({phone},'0'||translate ({phone},'x0123456789','x'),'0') || ' >Dial</a>'
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Marco S. Casalaina, Official Rep

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You're saying the click-to-dial formula in the blog is not working?
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Marco S. Casalaina, Official Rep

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Did Josh's suggestion work for you? The formula as I have written it works in my NetSuite instance, but it's in a saved search, not a formula field. Perhaps that's the difference.
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Chris Leong, Official Rep

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Hi, realize that this post is dated however if you still need to enable Click to Dial for Netsuite try this:

9 simple steps to
enable Click to Dial for Netsuite using RingCentral Desktop.


 Step 1.                  Log in to Netsuite as an Administartor

Step 2.                  Click on Setup>Company>Enable Features

Step 3.                  Click on ‘SuiteCloud’

Step 4.                  Scroll down to ‘Integration Add-ons’ and enable ‘TELEPHONY INTEGRATION’ and save.

Step 5.                  Return to the HOME page

Step 6.                  Click on the  Home icon     and
select ‘Set Preferences’

Step 7.                  Click on ‘Telephony’

Step 8.                  Select “CTI” for Telephony Option.

Step 9.                  Type in  “rcmobile://call?number={phone}” (– without the quotation marks) in the CTI URL field and click on ‘Save’.

 
Navigate to any contact and you will notice that the phone
number is now clickable i.e 650-555-1212

Clicking on this number will trigger your RingCentral
Desktop to dial this number.
(Edited)
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Jim Loofbourrow

  • 62 Points
In our NetSuite account, I followed the above 9 steps. I got a clickable green phone symbol by our phone numbers. It dials out perfectly.   Using Firefox, a dial out also produced a small blank pop up box.  How do I get rid of the pop up box?

Jim
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Chris Leong, Official Rep

  • 100 Points 100 badge 2x thumb
Hi Jim, thanks for the feedback. There is no way to remove that pop-up box today. Email me your contact info and I will revert as soon as I can find a way to remove it. Thank you.
chris.leong@ringcentral.com
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Adam Katzenmeyer

  • 92 Points 75 badge 2x thumb
Hi Chris,

When I attempted the suggested steps, I get the phone cal llinks and they launch the Windows desktop ap or the Chrome extention.  Then I end up in a perpetual crash and restart loop.  Firefox, Edge, Opera all produce the same result.  I spoke with support and filed case/enhancement request 05124358.  The majority of the crash reports are caused by "number too big" format exception errors.  Any recomendations?

Problem: Halt on unexpected exception at location MsgThread::run

Windows Exception EXCEPTION_MS_CPP (0xe06d7363) at 0x759EA6F2; Exception type 'fmt::FormatError' info 'number is too big'

* stack trace *

RaiseException

CxxThrowException

fmt::internal::parse_nonnegative_int<wchar_t>

fmt::BasicFormatter<wchar_t>::parse_arg_index

fmt::BasicFormatter<wchar_t>::format

fmt::BasicWriter<wchar_t>::write

fmt::format

??$format@$$$V@fmt@@YA?AV?$basic_string@_WU?$char_traits@_W@std@@V?$allocator@_W@2@@std@@V?$BasicCStringRef@_W@0@@Z

ModanoCmdMng::CmdExecutionBase::Execute

ModanoCmdMng::CommandMngImpl::ProcessCommands

boost::function0<void>::operator()

boost::function0<void>::operator()

iCore::AsyncTasker::DoExecute

iCore::MsgParam<iCore::AsyncTasker *,void (__thiscall iCore::AsyncTasker::*)(boost::shared_ptr<iCore::MsgThread::AsyncTask>),boost::shared_ptr<iCore::MsgThread::AsyncTask> >::Execute

iCore::MsgProcessor::ExecuteMsgWithHook

iCore::MsgProcessor::DoProcessMsg

iCore::MsgThread::MsgLoop

boost::optional<void *>::operator*

`anonymous namespace'::HandleWinException

Platform::OsTryCatch

iCore::MsgThread::run

`anonymous namespace'::HandleWinException

Platform::OsTryCatch

Platform::Thread::ThreadBodyInternalImpl

QThread::start

_get_flsindex

_get_flsindex

BaseThreadInitThunk

RtlSubscribeWnfStateChangeNotification

RtlSubscribeWnfStateChangeNotification


Details: Exception

>>>

Halt on unexpected exception at location MsgThread::run

Windows Exception EXCEPTION_MS_CPP (0xe06d7363) at 0x759EA6F2; Exception type 'fmt::FormatError' info 'number is too big'

* stack trace *

RaiseException

CxxThrowException

fmt::internal::parse_nonnegative_int<wchar_t>

fmt::BasicFormatter<wchar_t>::parse_arg_index

fmt::BasicFormatter<wchar_t>::format

fmt::BasicWriter<wchar_t>::write

fmt::format

??$format@$$$V@fmt@@YA?AV?$basic_string@_WU?$char_traits@_W@std@@V?$allocator@_W@2@@std@@V?$BasicCStringRef@_W@0@@Z

ModanoCmdMng::CmdExecutionBase::Execute

ModanoCmdMng::CommandMngImpl::ProcessCommands

boost::function0<void>::operator()

boost::function0<void>::operator()

iCore::AsyncTasker::DoExecute

iCore::MsgParam<iCore::AsyncTasker *,void (__thiscall iCore::AsyncTasker::*)(boost::shared_ptr<iCore::MsgThread::AsyncTask>),boost::shared_ptr<iCore::MsgThread::AsyncTask> >::Execute

iCore::MsgProcessor::ExecuteMsgWithHook

iCore::MsgProcessor::DoProcessMsg

iCore::MsgThread::MsgLoop

boost::optional<void *>::operator*

`anonymous namespace'::HandleWinException

Platform::OsTryCatch

iCore::MsgThread::run

`anonymous namespace'::HandleWinException

Platform::OsTryCatch

Platform::Thread::ThreadBodyInternalImpl

QThread::start

_get_flsindex

_get_flsindex

BaseThreadInitThunk

RtlSubscribeWnfStateChangeNotification

RtlSubscribeWnfStateChangeNotification


<<<

ESS::Assertion in thread App/QtLnch (1320) @ ..\..\..\src\Utils\ErrorsSubsystem.cpp:383 in void __cdecl ESS::HaltOnUnexpected(const struct Utils::ExceptionInfo &,const class std::basic_string<wchar_t,struct std::char_traits<wchar_t>,class std::allocator<wchar_t> > &)

* Stack trace *

ESS::BaseException::GetStack

ESS::BaseException::BaseException

ESS::HaltOnUnexpected

iCore::MsgThread::run

`anonymous namespace'::HandleWinException

Platform::OsTryCatch

Platform::Thread::ThreadBodyInternalImpl

QThread::start

_get_flsindex

_get_flsindex

BaseThreadInitThunk

RtlSubscribeWnfStateChangeNotification

RtlSubscribeWnfStateChangeNotification

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Marco S. Casalaina, Official Rep

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Adam, when you mouse over the phone number links, can you copy out the URL that it's making and paste it here? We want to see what URI it is that's causing the softphone to crash.
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Adam Katzenmeyer

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Thanks Marco,  NLDial("(555) 123-5000");
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Marco S. Casalaina, Official Rep

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OK one more request for you: can you do the following?

- Click one of those links that causes the softphone to crash
- Reopen the softphone
- Click the little gear icon at the bottom (for Settings)
- Click on the Support tab, then click on Send Product Feedback

You don't have to type much in the box, just say it's crashing when you send it this URI. This will cause it to send us a log of what got sent in and what happened, which should allow us to figure out what's going wrong and fix it. Thanks!
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Adam Katzenmeyer

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& it looks like they didn't remove the " marks...
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Marco S. Casalaina, Official Rep

  • 354 Points 250 badge 2x thumb
they being who, Netsuite?
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Adam Katzenmeyer

  • 92 Points 75 badge 2x thumb
Sorry they = Our NS admin.
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Paul Dandy

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Hi, there! It has click to call, caller ID, predictive dialing, a screen popup. It provides an easy, simple-to-use interface that lets you focus on customer conversations. It's web-based too so there's no need for you to install it on your desktop to work. To know more about their Netsuite and RingCentral integration, you may visit their website.
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Andrew Uhacz

  • 62 Points
They only work with 20 users or more.
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Juan Rodriguez

  • 60 Points
Hello, I know the info above is 2 years old. Click to Dial works fine, no issues there. However, I'm trying to get Screen Pop working with NetSuite but the result is only searching for the example number in the Softphone app (650) 555-4092. Has anyone managed to get this to bring up a client account? No, we are not purchasing any 3rd party software to make this work.

Thank you