We all know the RingCentral desktop app is a powerful hub for calls, messaging, and meetings! But did you know there are little customizations that can go a long way in boosting your productivity and optimize your work environment.
Your RingCentral Community team spends a lot of time on the desktop app! And we figured we could share some behind-the-scenes settings that we use to help you see all the possibilities!
Why customize your RingCentral desktop app?
- Boost Efficiency: Arrange your most-used features for quick access.
- Reduce Clutter: Hide what you don't need to focus on what matters.
- Personalize Your Experience: Make the app truly yours with themes and notification preferences.
- Streamline Workflows: Integrate with other apps you use daily.
Let’s dig in with some RingCentral App customization!
Set the Mood with Your App Theme: Whether you're a morning person or a night owl, working in bright sunshine or a dim office, adjusting your app's theme from dark to light can dramatically improve your comfort and focus. While some, like Pamela, Crystal, Mary, and I, prefer dark mode, our colleagues Becky, Jessica, and Madi, find light mode more appealing. Whatever you prefer, it’s good to know your options!
- Ready to switch it up? Here's how: Configuring themes in the RingCentral app
Customize Your Tabs for a Clutter-Free Zone: Why clutter your workspace with features you rarely use? Our team members, each with different roles, love customizing their tabs. This ensures their most-used features are always front and center, creating a super-efficient and personalized workspace.
For example, while our team doesn’t use RingCX, our contact center colleagues do. Their tabs have a distinct look and feel tailored to their specific needs.
- Make it yours: Learn how to Customize tabs in the RingCentral app | Desktop & web
Keep Everything in Sync: Calendar and Contacts: Tired of jumping between apps to check your schedule or find a contact? We connect our calendars and contacts directly to the RingCentral app. It's a game-changer for staying on top of meetings and instantly connecting with people, all in one place.
- Simplify your workflow: Here's how to Manage connected accounts in the RingCentral app
Master Your Notifications: Stay Informed, Not Overwhelmed: In a busy day filled with calls, video meetings, and messages, customizing your notifications is key to staying productive. We fine-tune ours to match our communication style, so we always know exactly what's coming in and how urgent it is.
Pro-tip: You can even adjust specific ringtones for incoming calls to easily differentiate them!
- Take control of your alerts: Managing notifications and sounds in the RingCentral app | Desktop & web
Supercharge Your Outreach with Click-to-Dial and Fax: Ever wish you could just click a phone number on your screen to call or fax? With Click-to-Dial and Fax, you can! This handy feature eliminates manual dialing, making it incredibly fast and easy to connect with contacts directly from any webpage or document.
- Boost your efficiency: Here's how to Set up and use click-to-dial in the RingCentral app
Control Your Availability: Setting Your Presence and Status: Let your team know exactly when you're available and how to reach you! Setting your presence and status in the RingCentral app removes guesswork, making collaboration smoother and ensuring you're only interrupted when you want to be.
Pro-Tip: If your calendar is synced to the RingCentral app, it will automatically update your status based on your calendar if you have a meeting.
- Manage your visibility: Find out how to Set your presence indicator in the RingCentral app and how to share a status message
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Pro-Tip: Don't be afraid to experiment! Dive into the settings, try different layouts, and explore how you can integrate your RingCentral desktop app with other applications. You might just discover your next favorite shortcut!
What are your favorite RingCentral app customizations?
Share your tips, tricks, and "must-have" settings in the comments below! Let's help each other make the most of our RingCentral experience.
Happy Customizing!
The RingCentral Community Team