Template: Expanding the Functionality of Templates

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  • Idea
  • Updated 5 days ago
  • Implemented
  • (Edited)
Customers have requested that additional options be added to expand the functionality of Templates.

The most common requests for additions are 
  • Regional Setting & Time Zone Control
  • Expanding of Caller ID Control to include all fields available under "Outbound Caller ID" in User settings 
  • The ability to disable the "announcement before connecting" prompt under "Incoming Call Information"
  • Custom Fax Cover Page: to be pushed to all users
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Tom Vranjes, U.S. Tier 1 Support

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Posted 4 years ago

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Danno, Champion

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I agree.  And to add a thought - have the ability to "copy" or "duplicate" the programming from one extension to another. 
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John Younggreen

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This reply was created from a merged topic originally titled Template: additional settings.

It would be great if regional settings were added to the template option. It is a pain to have to set that on each user.
(Edited)
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Jonathan

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This reply was created from a merged topic originally titled Templates: Custom greetings.

It would be nice if I could record/upload greetings and name them for future use. That way when I setup a new rule or extension, I could select one of my existing greetings from a menu (or record a new one and save it by name).
(Edited)
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Billy O'Neal

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This reply was created from a merged topic originally titled Template: global on hold music.

It would be a huge time saver if RingCentral could add a setting to update the on hold music globally across an account--users and groups.  We frequently update and change our on hold music.

Currently, applying a template to all users works great.  But, we have almost 70 groups and we have to update each one of those by hand since templates cannot be applied to groups.
(Edited)
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Chris Verdin, Champion

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This reply was created from a merged topic originally titled Template: Company Wide Cover Sheet enforced for all Faxes!.

Please allow us to create a company wide cover sheet that will be enforced for all faxes that allow us to use all the fields without having to add to the user to RingCentral contacts. We know how to create one for individual users but when you have 60+ users this is not a viable workaround.  

Not to mention unless the contact you are faxing to is stored in your RingCentral Contacts the To: box does not fill in the users name.  Many of the fields we created with a custom Cover Sheet do not work and was confirmed by customer service.
(Edited)
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Cyrus Jaffari

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Would also like to have "Alternate Caller ID" seen in the Templates.  Right now this feature is only available from an individual user settings Outbound Caller ID.  SE Lawrence Juster is funneling this in to Product as feature request.
(Edited)
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Ken Meyers

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Specifically the ability to set it to [User's line] as the default Outbound Caller ID. Right now you can only template a company number, so even after applying the template you have to go into each user's Outbound Caller ID settings and set it to This Line.
(Edited)
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nspratt

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We would like to update Department name by Templates, I assume there is no way currently to bulk update Department name at the moment yes?
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Mike, Official Rep

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nspratt ,   Correct. There is not an option for department name, so you've posted in the right place. Based on your post, I'm assuming you are not referring to the Group name. Can you further explain so there's more detail for our product team? 
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nspratt

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We have created templates to apply to each department, so updating the department name by template would be very helpful, so we don't need to go in to each user and update the department name depending on which they belong to. Not sure what you are referring to by "Group"
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Mike, Official Rep

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Sorry, the terminology can get confusion. Call queues are often referred to as Groups, or sometimes Departments. But of course to each individual they might be different things. 
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KyTee

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I know this is old, but it's an issue of frustration for me right now, as I'm rolling out an entirely new phone system right now, and this is still a lacking feature that was clearly misunderstood before.

In the User list, each user has a "Department" field in their User Details.That field doesn't exist when setting up a Template for User Details. The only enterable field when building a template is "Job Title," which seems backward to me. You're much more likely to have a mass-templating for Department than you are for a specific job.

Images attached for clarity.
tl;dr: Templates need the missing Department field.


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Cyrus Jaffari

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Try using Custom Fields. Enable by contacting support. I believe this will appear when applying Templates after its enabled.

https://support.ringcentral.com/s/article/11285-Configure-Custom-Fields?language=en_US
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Ken Meyers

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When you set up a new user, you select the Role for them. Would like to also select the User Template at the time of user creation, so you don't have to go in after the fact and apply the template. Saves a big step on every user creation.
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Peter VanWylen

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I vote strongly for "Expanding of Caller ID Control to include all fields available under "Outbound Caller ID" in User settings"
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gtmurphy

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For sure, you need to make a customizable cover page for the email faxing that could be set for ALL USERS.  It is nice that the desktop App finally has one, but having to use the default coverpages for faxes sent to @rcfax email is archaic.  
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Teresa Habeck, Champion

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This would also be great to be able to have a HUD template as well. 
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Elliot Beaudoin, Alum

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Hello,

Elliot from RingCentral Product Management here. 

We are currently investigating templates as a feature. I would love anyone who views this Idea, or any other template topics to fill out a survey so that we can learn more. 

Please fill out the survey here: https://goo.gl/forms/mLSgtUBFH72iOyZx2

Thanks,

Elliot
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Matt Gregory

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404: Page not found – the page https://goo.gl/forms/mLSgtUBFH72iOyZx2 does not exist.

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J.B. Ferguson, Champion

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That link was posted at least one year ago. It was only a survey. Surveys usually have a short shelf life of importance. I wouldn't expect it to still be there a year or more later.
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Matt Gregory

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Oh, has this issue been resolved?
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J.B. Ferguson, Champion

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I have no idea....I am not a RingCentral employee. I was just pointing out that a survey link from a post over 1 year ago should not be expected to still be active. Surveys can't run forever. In fact, if you notice the word "Alum" next to the poster's name....that indicates that he is an alumni of RingCentral and no longer works there. The "1 year ago" marking is directly across from his name.
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Matt Gregory

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I understand time-stamping. This was a thread bump for an unresolved but still ignored feature request. Thanks for your contribution.
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Jared, Alum

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Hi Matt. I apologize for the link not working, as customer opinion does matter greatly to RingCentral. This is why we have these discussions on our forum. 

Every vote and comment on our forum does matter very much and our product team reviews these on a very regular basis. While I'm not able to say when or if templates will be expanding functionality. I can say, that RingCentral has a quite aggressive release schedule. We push out major updates every 8-12 weeks, or about once per quarter, and some times even more frequently.