Using Crelate's RingCentral SMS Integration

To begin sending SMS message, navigate to the paper airplane icon located on a contact record. Please Note: The number type must be selected as 'mobile' in order to send an text message. 

To enable your SMS subscription, navigate here: Enabling RingCentral SMS

The experience will vary dependent on your personal RingCentral settings. In your "Profile & Preferences" area, you may "Enable Widget" or leave that "Off." We'll explore the differences below.

Widget Disabled

Selecting the paper airplane icon with the widget disabled will prompt a slider from the right hand side of your screen. This will allow you to generate and send SMS messages from that window.

As contacts respond to your SMS message, their initials will display on the top of your screen indicated with a red icon totaling the amount of missed texts.

That icon will move to grey once you view those messages. After your response, the count will be completely removed until that contact replies. You may also use the search bar indicated in the screen shot below to query for additional contacts you'd like to text. Selecting their name will load in their profile in your SMS panel to begin drafting new messages.

Widget Enabled

With your widget enabled, you may select the paper airplane icon and then select the widget below.

Next, you'll be able to type your message and send. You may navigate to the mail icon above to scroll through and view all voice and SMS messages