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RingCentral Phone Desktop App™ User Guide RingCentral Phone Desktop App | Table of Contents | 13 Welcome 15 Make a Contact a Favorite 15 Google Contacts Integration4 What’s New 15 Remove a Favorite Contact4 International SMS 16 View Presence Status of a Favorite Contact4 New Global Office Countries4 System Stability and Performance 17 Adding a Photo Avatar to any Contact4 Delete Specific Call Log Records 17 Add an Avatar4 Kerberos Support on Windows 18 Updating Your Personal Contacts List5 Supported Languages 18 Add a Contact5 Fax Templates 18 Edit a Contact 18 Delete a Contact6 Product Tour7 Product Tour (continued) 19 Make a Call8 Product Tour (continued) 19 Caller ID9 Download and Install the App 20 HD Voice and Secure Call Indicators9 System Requirements 20 VoIP Unavailable9 PC 21 Call Management9 Mac 22 Answer a Call10 Log in to RingCentral Phone 22 Pick up the call11 Set Your Default Number 23 Respond with a Courtesy Message 23 To respond with a prepared message12 RingCentral Global Office Support 23 To respond with a custom message13 Favorites 23 To respond to an urgent request14 Contacts: Add or Update Your Contacts List 24 Screen Voicemail14 View Your Contacts 24 Screen the call14 Updating Your Contacts List 24 Send the Call to Voicemail15 Favorites: Create a List of Favorite Contacts 24 Forward the call15 View Your Favorites List 25 Call Switch 1 RingCentral Phone Desktop App | Table of Contents | 226 Call Screening 37 Personalize RingCentral Phone27 Switchboard Support 38 Sound Menu28 Call Recordings 39 Calls Menu - General 40 Calls Menu - Incoming29 View or Listen to a Message 41 Calls Menu - Outgoing29 To View Your Messages 42 Messaging Menu29 Voicemail-to-Text Transcription 43 Contacts Menu - Integrate with Microsoft Outlook30 To Listen to a Voicemail Message 44 Contacts Menu - Integrate with Mac Address Book30 To Read a Text Message 45 Join Now30 To View a Fax 46 Hotkeys for Microsoft Windows31 Send or Receive a Text Message 47 Hotkeys for Mac31 International SMS 48 Technical Support32 Hold an Audio Conference Call 49 About32 Premium Conference Numbers 50 Head Up Display32 To Hold an Audio Conference Call 56 HUD Call Monitoring33 Launch an Online Meeting 57 Active Call Layout34 Send or Receive a Fax 58 Park Locations at HUD34 Send a fax:35 Set Caller ID for Faxes 59 Check for Updates36 View Your Call Activity Records 60 Give Us Feedback 61 Log Out of RingCentral Phone 2 RingCentral Phone Desktop App | WelcomeWelcomeRingCentral Phone turns your PC or Mac computer into an all-in-onecommunication hub completely synced to your office network so you cancollaborate with your colleagues and clients anywhere you have abroadband connection and a headset
With RingCentral Phone, you're ready to communicate as soon as you login to your computer, no matter where you are. RingCentral Phonecombines the call handling power you expect from your desk phone withthe collaboration tools you rely on most—like texting, conferencing, andfaxing—so you can stay productive with fewer devices to worry about
RingCentral Phone is easy to install and even easier to use. We’ll show youhow
3 RingCentral Phone Desktop App | What’s NewWhat’s New Delete Specific Call Log Records The Call Log edit mode now supports the individual deletion ofInternational SMS call log records. This restores previously removed capability. See Enables customers to send international SMS messages. Enables “View Your Call Activity Records” on page 36
customers to send/receive international SMS from non- international numbers. For US and Canada only. Contact your Kerberos Support on Windows account representative for availability. See “International SMS” Computer network authentication using Kerberos in your SSO is on page 31. now available for Windows platforms
New Global Office Countries Global Office will extend into two new countries: Hungary and Croatia
System Stability and Performance Improvements have been made in this release to provide better stability and performance. These improvements help to prevent a single device failure from affecting the system
In some circumstances, the user may be warned that a logout in VoIP only mode is undesirable
4 RingCentral Phone Desktop App | Supported LanguagesSupported Languages Set the LanguageThe following languages are supported by RingCentral from release 10.0. Select new languages in the Regional Settings menu
The user interface in applications and online account reflect the regional Fax Templatessettings
• English (US) Fax templates for added languages are available
• English (UK) • Fax templates do not support non-ASCII characters
• English (Australia) • Older Cisco and some Polycom (VVX101/VVX201) models may not • French display non-ASCII characters properly on devices
• French (Canada) • Characters might display improperly when using intercom and page
• German Note: Japanese and Brazilian Portuguese have not been integrated into Q365, • Italian SFDC, Zendesk, MS Dynamics, Global c2D, or Microsoft Outlook
• Japanese • Portuguese (Brazilian) • Spanish 5 RingCentral Phone Desktop App | Product TourProduct Tour 6 RingCentral Phone Desktop App | Product TourProduct Tour (continued) 7 RingCentral Phone Desktop App | Product TourProduct Tour (continued) 8 RingCentral Phone Desktop App | Download and Install the AppDownload and Install the AppIt’s quick and easy to get RingCentral Phone installed on your computer
Before you start, check the system requirements to ensure that yourcomputer can use RingCentral Phone
To download and install RingCentral Phone: 1. Log into your RingCentral online account
2. Go to the Tools menu and select RingCentral Phone
3. Download the version of the app compatible with your computer, either PC or Mac
4. Run the install wizard
Now you’re ready to log into RingCentral Phone
System RequirementsYour computer needs the following minimum requirements to best useRingCentral Phone:PC • Windows 7 (or later) • 2 GHz (32-bit or 64-bit) processor • Minimum 4 GB RAM (8 GB recommended) • 400 MB free hard drive space • Required minimum screen resolution is 1,024 x 768Mac • Mac OS X® 10.11 El Capitan (or later) • Intel processor • Minimum 4 GB of memory (8 GB recommended) • 400 MB hard drive space • Required minimum screen resolution is 1,024 x 768 9 RingCentral Phone Desktop App | Log in to RingCentral PhoneLog in to RingCentral Phone 2. Click Log in. Or, click Single Sign On and log in with your credentials to access RingCentral Phone and all of your company applications with a single sign on. Learn more about Single Sign On here Learn 1. Click on your computer desktop. about logging in to RingCentral Global Office on page 12
Select your region Enter phone & password and click Sign In Your profile appears
10 RingCentral Phone Desktop App | Set Your Default NumberSet Your Default Number 1. Click on your phone number at the top to open your profile
2. Click Direct Number
When you launch RingCentral Phone, the application shows your default 3. Select the number from the menu you would like to display as yourphone number. You have the choice of displaying your direct number or direct number
company number. Select your direct number or your company numberfollowing these steps: 11
RingCentral Phone Desktop App Favorites: Create a List of Favorite Contacts 15 Favorites: Create a List of Favorite Contacts The Favorites screen is a shortcut to your most frequently used contacts. You can add up to 100 contacts from your Personal list or Company list. Since it’s a shorter list, you can find the person you want faster.
Downloading and updating the Ring app Going to ring.com/app will automatically download the correct version for your operating system. Note: The Ring app is free, but you may need your username and password for your device's store page to download the app.
Logging in using your preferred login method
Setting up your RingCentral app to receive queue calls
To configure and test Azure AD SSO with RingCentral, perform the following steps: