ringcentral / redtail-embeddable-ringcentral-phone

RingCentral Embeddable Voice with Chrome extension for redtail
https://www.ringcentral.com/apps/redtail-crm
5 stars 6 forks source link

Auto Log Call Feature #48

Open bmise opened 3 years ago

bmise commented 3 years ago

The auto log call feature works well. However, it logs a call to a Contact as an Activity in Redtail. Is it possible to log it as a Note instead of an Activity? It would be helpful to change where the auto log is logged because the Notes section is much easier to view within the contact record. Not to mention when it's logged as an Activity it places an Calendar Event on the calendar which is confusing and not needed. Can this be updated?

Thank you - Bryan

zxdong262 commented 3 years ago

@bmise Sure let me add an option in setting.

bmise commented 3 years ago

@bmise Sure let me add an option in setting.

Thank you @zxdong262 . I mistakenly closed this but reopened it.

zxdong262 commented 3 years ago

Here it is: https://github.com/ringcentral/redtail-embeddable-ringcentral-phone/releases/tag/v2.5.0

bmise commented 3 years ago

Wow! Thank you for the quick update.

Bryan Mise, CRPC®, CKA® Wealth Advisor

Compass Investment Advisors, LLC 105 S. Cedar Street, Ste. D Summerville, SC 29483 (Maphttps://www.google.com/maps/place/105+S+Cedar+St,+Summerville,+SC+29483/@33.0204796,-80.17643,17z/data=!3m1!4b1!4m2!3m1!1s0x88fe8b65883f4231:0xf61716a4b0de77b3)

Office (843) 376-3544 | Fax (843) 376-5540 | Web www.myinvestingadvisor.comhttp://www.myinvestingadvisor.com/

Please be advised that we cannot accept orders sent via email. Compass Investment Advisors, LLC does not provide tax or legal advice. You should consult your tax, legal, and wealth advisor before making any financial decisions.

Investment Advice offered through Compass Investment Advisors, LLC, a Registered Investment Advisor

The information contained in this communication and any document attached to or transmitted herewith is privileged, business, or otherwise confidential and intended for the exclusive use of the individual or entity named above. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any examination, use, dissemination, distribution, or copying of this communication or any part thereof is strictly prohibited. If you have received this communication in error, please immediately notify the sender by telephone or reply to this e-mail and destroy this communication. Thank you.

From: ZHAO Xudong notifications@github.com Sent: Sunday, October 18, 2020 11:09 PM To: ringcentral/redtail-embeddable-ringcentral-phone redtail-embeddable-ringcentral-phone@noreply.github.com Cc: Bryan Mise, CRPC®, CKA® bryan@myinvestingadvisor.com; Mention mention@noreply.github.com Subject: Re: [ringcentral/redtail-embeddable-ringcentral-phone] Auto Log Call Feature (#48)

Here it is: https://github.com/ringcentral/redtail-embeddable-ringcentral-phone/releases/tag/v2.5.0https://urldefense.com/v3/__https:/github.com/ringcentral/redtail-embeddable-ringcentral-phone/releases/tag/v2.5.0__;!!Cz2fjcuE!0a3JecQr_Ea__xmpxIVCUDx1MjHe3q7D_mggA3XTMi09cZZJF3D253-SH30WJW5XlPMHzYM$

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHubhttps://urldefense.com/v3/__https:/github.com/ringcentral/redtail-embeddable-ringcentral-phone/issues/48*issuecomment-711485285__;Iw!!Cz2fjcuE!0a3JecQr_Ea__xmpxIVCUDx1MjHe3q7D_mggA3XTMi09cZZJF3D253-SH30WJW5XkReofc0$, or unsubscribehttps://urldefense.com/v3/__https:/github.com/notifications/unsubscribe-auth/AQ753IKGNRCQZNC3BNGZ3WLSLOUTTANCNFSM4SPL7BUQ__;!!Cz2fjcuE!0a3JecQr_Ea__xmpxIVCUDx1MjHe3q7D_mggA3XTMi09cZZJF3D253-SH30WJW5XuEmpXRw$.