Make and take calls

With RingCentral connected, MoveBoard is your phone: calls ring in the browser, you dial from the top bar, and every call is filed on the customer's order.

Before you start

• Your company uses RingCentral, set up in Settings › Integrations › RingCentral.
• You — or your branch — are connected. Check under your name, Connections (see Connect your email and phone).
• Allow the browser to use your microphone the first time it asks.

When it's all set, a handset appears in the top bar. If RingCentral isn't switched on for calling from MoveBoard yet, the handset still shows but calls can't be placed — the Phone panel says so.

Make a call

• From anywhere: press the handset (Phone). Recent calls lists the latest calls — press one to put the number in the keypad. Keypad: type or dial the number, then press Call. The number you call from shows beside the title.
• From a number: phone numbers on the Customer card and on the Calls page are buttons (Call with RingCentral) — press one to call.

Answer a call

A pop-up opens at the top right with the caller — your customer's name when the number is on an order — the number, and their orders.

• Answer, Voicemail (send it to voicemail) or Decline.
• More calls ringing at the same time wait under Also ringing — answer one instead (Answer this call instead, once you've finished the current call), send it to voicemail, or decline it.
• If someone else answers first, the pop-up says so — Answered by …, Answered on another phone — and its buttons go off.

During the call

Press the pop-up's header to fold the call into the top bar: a dark pill with the time, the caller, Mute, the order and Hang up. Press it to open the pop-up again. With an order window in front, the pill sits in that window's title bar instead.

File the call on the right order

The pop-up marks the order the call will be filed on as Attached. To change it, press Attach here on another of the caller's orders, or Attach to a different order and search the order number. Open opens the order.

Afterwards the call — with its recording when there is one — appears in the order's conversation. See Calls in the order's conversation.

If something goes wrong

• The phone is still connecting to RingCentral — try again in a moment.
• The phone could not connect to RingCentral. Reload the page to try again.
• RingCentral needs to be reconnected — Settings › Integrations › RingCentral — the sign-in behind your line expired; reconnect it there or in Connections.
• Could not attach the call. Please try again.
• Call is greyed with Already on a call — finish the current call first.