RingCentral

Table of Contents

If you do not see the RingCentral option in your database settings please reach out to your account manager or the support team. They will be able to assist you with turning on the RingCental integration option within your database. Please note that this must be done prior to any user setup in the instructions below.

RingCentral Setup (Administrator Steps) #

Set Phone Configuration for Users #

Please note that this is a one time step that must be enabled by an administrator​.

  1. Select Settings from the Main Menu.
  2. Select Users
  3. Choose Manage Users
  4. Select the User Name you wish to enable RingCentral for.
  5. Select the Gear configuration icon next to the Contact Phone field.
  1. In the Telephone Settings panel, select RingCentral
  2. Enter the user’s direct number in the Phone Number and Direct Dial Number fields. The number must be entered in the +1 format as shown below. Do not add the extension.
  3. ​Set the User Phone Configuration dropdown to RingCentral App (Unless using an IP Phone)
  1. Click Save.
  2. If you are setting up for yourself or have the person’s RingCentral password, you can click Authenticate to login to their RingCentral account to authorize the connection. If not, an Admin user will need to authenticate their credentials from their user account.

RingCentral App Setup #

Download the RingCentral app #

​Each user who will be using RingCentral will need to download and install the RingCentral app:

Using RingCentral in PCRecruiter #

Dialing #

Using click to dial to call out of PCR can be done in a number of different ways, each of which have been described below.

  • Name/Company/Position Record
    • Click the phone icon to the right of any phone field in a field list Widget in the Workspace tab or from the contact icon in the top right of the record.
  • From the Details tab of the name record click on the phone icon to the right of the phone field (Also works when editing a field).
  • Record Grid
    • From a Record Search, Rollup, Activity Search, or Dashboard widget grid, click on the actions icon, click contact, select call.
  • From any Record Grid with a phone column, click on the number to dial.
  • Pipeline
    • From a Candidate record card click on the phone icon to open an activity window then click the number you want to call. (If you do not see the icon please reach out to support for assitance changing this setting.)
  • Simple Or Advanced Sequencing
    • From the Candidate record or field list icons.
    • From the action pane of a Call task.

SMS (Limited Availability) #

Currently SMS messages cannot be sent from individual records and are only available through our Simple or Advanced Sequencing features. Future updates will add in additional means of SMS messaging in the database.

Incoming Call Notifications #

A Notification will appear in the bottom right corner of your window when there is an incoming call. If multiple records matching the phone number exist, the record with the most recent activity will appear. If the phone number is found on both Names and Companies, the Company record will be favored in the popup.


Clicking on the notification will launch a window with the matching records. The top three will be shown (in order of most recent activity) and the ‘More Records’ option will show additional items up to a maximum of 50 per record type. The << icon will collapse the sidebar to increase screen space if needed. If no records match, the option to add a new record will be presented.

Incoming Call Notification Setup #

Browser notifications in Chrome must be set to allow notifications in your settings. Click HERE for instructions on turning on browser notifications. If your settings are already turned on or you do not get the red notification below you can skip this step.

  1. When logging in to a database for the first time after the update that has RingCentral enabled the user will receive a PCR notification that prompts them to enable those notifications within Chrome.
  1. Click on the link in the notification to prompt the Chrome Browser to enable notifications from PCRecruiter.
  1. Click allow to enable Chrome Notifications on the PCR webpage. This will allow you to receive the CallerID popup notification from RingCentral when an incoming call occurs.
  1. If you click on these notifications a PCR screen will open which displays any records with a matching phone number in your database, allowing you to quickly navigate to their record or to add a new record with that phone number to your database.

Notification Troubleshooting #

  • Browser notifications in Chrome must be set to allow notifications in your settings. If your settings are set to block notifications then you will see the PCR notification below. Click HERE for instructions from Google.
  • If you accidentally dismiss this notification or do not see it pop up in your browser you can also click the “View Site Information” icon to the left of the URL at the top of the browser window from any PCR page and select the toggle to turn on these notifications.
  • If notifications have been enabled and you are still not receiving these notifications, you may need to adjust your previous settings from your RingCentral app using the following directions.
    1. Open your RingCentral app.
    2. Click Settings.
    3. Choose Phone.
    4. Scroll down to the General section.
    5. Disable the toggle for the ‘Launch an external app or website for incoming calls’ function.

Activities #

PCRecruiter will log activities for all call and SMS (Coming Soon!) communications made through your RingCentral account.

  • Activity Type: INBOUND
    • Result Codes: MISSED, RECEIVED, VOICEMAIL
  • Activity Type: OUTBOUND
    • Result Codes: CONNECTED, NO CONNECT
  • Activity Type: SMS (COMING SOON!)
    • Result Codes: Inbound, Outbound

Activities are created on a periodic sync with RingCentral’s servers and may not appear in your database immediately.