Question

Salesforce Integration: Displaying Account Name in Contacts

  • 22 January 2024
  • 0 replies
  • 110 views

Hello there,

I am having an issue with the search option in the RingeCentral Salesforce Integration (using version 6.26.1 in case it matters).

We have thousands of contacts and there can be multiple people with the same name. So, when I am searching for a contact, RingCentral will show me a bunch of contacts with the same name.

The challenge here is to choose the correct contact as I can't see the related account name.


Is there a way to display the account name? I have already checked the softphone layout, but there's no option to choose the account name. Even if I had the option, I don't believe that it would be shown as the other selected fields won't be displayed either (such as Email to use the domain name).


I'd be very grateful, if someone could recommend me a solution.


Thank you.


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