Account Type: U.S.
A brief description of the business: A company where users are handling different customers at the same time
A high level description of the product or feature being request:
Number of Users and/or Digital Lines: 97 users/54 Digital Lines
Note: The current behavior of the integration is that the "Related To" field can detect accounts/contacts/leads open on all browser windows/tabs thus limiting users to work on one browser window/tab at a time in order to not mix up the details of each record.
A brief description of the business: A company where users are handling different customers at the same time
A high level description of the product or feature being request:
- To have a Salesforce user logged in to the RingCentral integration to have a unique logging page for each browser window/tab
- To show the RingCentral tasks on the "Open Activities" field
- Our users have multiple browser windows open with different Salesforce contacts/accounts/leads in order to update the status/documentations simultaneously while working on other accounts.
- Users will just need to check on the "Open Activities" field (by creating a report) to determine which needs a follow-up.
Number of Users and/or Digital Lines: 97 users/54 Digital Lines
Note: The current behavior of the integration is that the "Related To" field can detect accounts/contacts/leads open on all browser windows/tabs thus limiting users to work on one browser window/tab at a time in order to not mix up the details of each record.
