Where RingCentral Screen Pop Comments Are Stored in Zoho CRM

Telephony Integration - RingCentral where are the screen pop free type comments stored?

When using the RingCentral telephony integration in Zoho CRM, there's a free-type box where you can enter what the call was about. This text is stored in the call's Description field, as part of the Call record itself, rather than as a separate Note on the related Lead or Contact.

Note: Because this text lives on the Call record's Description field, it won't show up if you're looking specifically at the Notes related list on a record. To find it, look at the Calls related list instead, and open the specific call to see its Description.

Current RingCentral integration capabilities

Beyond call notes, the current RingCentral integration for Zoho CRM covers single-click dialling, screen pop-ups showing caller history on incoming calls, automatic logging of every call, call recording and playback, and SMS sending and receiving with messages stored against the relevant Lead or Contact record.

Need help? 1 Cloud Consultants can help you set up RingCentral telephony integration and make sure call notes end up where your team expects to find them. Book a discovery call with 1 Cloud Consultants.