pop up identity for Outlook

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pop up identity for Outlook .... Packet 8 (or 8x8) has a software patch that can tell me who is calling in when someone dials my number. It is (used to be) linked to my 2013 Outlook and would give me all the stats I needed without having to second guess. I don't use my cell phone as much because I live in the high mountains so I need something for my desktop system ... I feel this would be a huge addition for Ring Central and would bring in more of the investment services into your foray. Can this be done?
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JB Slear

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Posted 2 years ago

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Timothy Garner, Champion

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Hey JB,

You can install the Outlook Plugin and then enable Contact Sync in the RingCentral App and it will use your Outlook Contacts as a Caller ID.

https://www.ringcentral.com/office/features/outlook-integration/overview.html

**Edit:
Sorry I had the wrong URL. Corrected.

Thank you,
Timothy
(Edited)
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JB Slear

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This does not help because I need the clients pop up when a caller calls me. I don't need to dial from my Outlook ..

  • Make calls directly from Microsoft Outlook—simply click to dial any phone number in your email message. Or you can dial directly by selecting a phone number from your contacts list.
  • Stay productive by viewing and receiving incoming calls while working in Outlook. The days of multiple applications open on your desktop are gone.
  • Schedule all your meetings—online meetings and conference calls—with RingCentral Meetings, directly from Outlook.
or am I missing something?
(Edited)
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Timothy Garner, Champion

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Look in the Ring Central Setting under "Contacts". If this is enabled it should "popup" the clients info when they call. This is my current setup and when someone calls me it displays their name.


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JB Slear

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The picture you have posted is nothing like the one I have access to ... Is this inside the Outlook link you posted earlier? This is what I show in my settings 
Language                       English (United States)                      Deutsch (Deutschland)English (United Kingdom)English (United States)Français (Canada)Français (France )                  
RegionApp Version 1.15.0

SIP Version 18
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JB Slear

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Hey Timothy ... all I have on my Desktop > Settings > Calls .. is
Language                                            
Region
App Version 1.15.0
SIP Version

where would I find the "Launch an external app or a URL on incoming call" option ?
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Mike, Official Rep

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HI JB,   To do what Timothy is suggesting, you'll have to download the desktop application.  

Download for PC  or Download for Mac

Then, once you have it installed, there's a small settings button at the bottom that looks like a gear wheel.  Click Settings > Calls, and then you'll see an option that says "Launch an external app or URL on incoming call, which has an on/off switch next to it.  When you turn it on, it will open up a field where you can paste in a URL to launch an 3rd party app.  

If you use the method he suggests, you'll be taking calls via the desktop application, instead of the Outlook Plugin. 


Mike
(Edited)
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JB Slear

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Can one of the tech dudes help me with this? I am not that certain as I feel I should be to do this myself (URL stuff)
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Mike, Official Rep

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I don't have 2013 either but I'll try to test this and if I can make it work, I'll let you know. 
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JB Slear

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Thank you Mike, I truly appreciate your efforts