My problem is that none of my employees like the Ringcentral for Salesforce app. Why? Because if they are in the middle of setting up a case or job or opportunity and the phone rings it changes to the incoming contact page and they lose all their work. Is their a way to set it up so a call opens a NEW tab with the contact?
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102 Points
Posted 3 years ago
Saadet, Employee
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68,092 Points
Hello Joe,
The admin on the Salesforce account can go into the Softphone Layout Settings and edit the layout. You will want to select the option underlined below:
The admin on the Salesforce account can go into the Softphone Layout Settings and edit the layout. You will want to select the option underlined below:
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102 Points
This solved my problem. There are several interesting and helpful setting on this layout page. Worth customizing.
Saadet, Employee
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67,810 Points
Hello Joe,
That's great to hear!
That's great to hear!
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988 Points
This feature no longer appears to work - at least in lightning. We have the screen pops set to New browser window or tab, but it is still changing the current tab to the new record. It is quite frustrating!
Jitender Kumar, Director Application Development
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1,748 Points
Hello Kevin,
Unfortunately this setting is not supported by Salesforce in Lightning
https://developer.salesforce.com/docs/atlas.en-us.api_cti.meta/api_cti/sforce_api_cti_screenpop_lex....
Fortunately we have links to matching entities in the app and you could possibly use no pop up option in Softphone layout and user can always pop up matching entity at their will
Unfortunately this setting is not supported by Salesforce in Lightning
https://developer.salesforce.com/docs/atlas.en-us.api_cti.meta/api_cti/sforce_api_cti_screenpop_lex....
Fortunately we have links to matching entities in the app and you could possibly use no pop up option in Softphone layout and user can always pop up matching entity at their will
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162 Points
Jitender can you explain what you mean?
Jitender Kumar, Director Application Development
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1,748 Points
Hello Simon,
Salesforce Lightning is supposed to be used within in a single browser tab since there are model windows within a single tab unlike classic where you keep multiple tabs open for multiple entities. My comment is pretty old, we used to have links for matching results on call log on the old versions of the app but not anymore. Any specific question or concern we can answer for you ?
Salesforce Lightning is supposed to be used within in a single browser tab since there are model windows within a single tab unlike classic where you keep multiple tabs open for multiple entities. My comment is pretty old, we used to have links for matching results on call log on the old versions of the app but not anymore. Any specific question or concern we can answer for you ?
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162 Points
Yeah that's what I thought. It's unfortunate that the pop is basically unusable because of this. Too high a risk for users to lose entered data when the phone rings.
Caroline Gonzales, Director of Strategic ISV Partnerships, Employee
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190 Points
