I recently set up RingCentral App Connect with Clio and it works as expected for matching numbers in the E.164 standard for call-pop, contact matching, and call logging functionality. Very cool!
However, it does not seem to search or find numbers in any other format, including those which have been manually defined in the “Phone number format alternatives” section, e.g. (***) ***-****
Any ideas? I am an admin and have tried to override the number format at admin (managed) and user level. No results. I have already reset, logged in and out, etc.
Best answer by dakong
@Jreeder
The ability to enter those call log notes during the call and not just at the end.
It’s supported to some extent. You can input your notes during the call via the note button at bottom right corner. And the note will be saved and autofilled in the logging form.
The ability to change (and enforce as an admin) the default Activity Title for call logs, possibly to include wildcards like User Name or User Initials.
Yeah very good point! Let me add it to my TODO list for Q2.
The ability to link call logs to Clio Matters, not just Contacts.
This should already be supported. The call would be logged under a contact and one of its associated matters (if any).
Thanks for your quick response! I did some more testing and you are going to love this:
It works… but only for Clio contacts who are marked as “People”, not “Companies”.
Some additional feature requests from my testing:
The ability to enter those call log notes during the call and not just at the end.
The ability to change (and enforce as an admin) the default Activity Title for call logs, possibly to include wildcards like User Name or User Initials.
The ability to link call logs to Clio Matters, not just Contacts.
Appreciate you working on this. It’s a good tool at baseline and our team will get a lot of functionality out of it.
The ability to enter those call log notes during the call and not just at the end.
It’s supported to some extent. You can input your notes during the call via the note button at bottom right corner. And the note will be saved and autofilled in the logging form.
The ability to change (and enforce as an admin) the default Activity Title for call logs, possibly to include wildcards like User Name or User Initials.
Yeah very good point! Let me add it to my TODO list for Q2.
The ability to link call logs to Clio Matters, not just Contacts.
This should already be supported. The call would be logged under a contact and one of its associated matters (if any).
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