{"id":19360,"date":"2024-09-18T13:23:03","date_gmt":"2024-09-18T17:23:03","guid":{"rendered":"https:\/\/www.collectionsmax.com\/?p=19360"},"modified":"2024-11-29T23:20:27","modified_gmt":"2024-11-30T04:20:27","slug":"how-to-setup-collections-max-collector-or-professional-for-click-to-dial-using-ring-central","status":"publish","type":"post","link":"https:\/\/www.collectionsmax.com\/index.php\/how-to-setup-collections-max-collector-or-professional-for-click-to-dial-using-ring-central","title":{"rendered":"How to setup Collections MAX Collector or Professional for click to dial using Ring Central"},"content":{"rendered":"<p><span style=\"color: #000000;\">In this blog post I will describe the process of setting up Collections MAX Collector or Collections MAX Professional for click to dial using the Ring Central Windows app.\u00a0 This can also be used for other softphones as well but Ring Central seems to be the most popular because it is capable of making calls and sending text messages&#8230;and faxes all from one app.<\/span><\/p>\n<p>&nbsp;<\/p>\n<div class=\"topic\">\n<div id=\"topic_1\" class=\"topic topic\">\n<div><span style=\"font-size: 18pt; color: #000000;\">Setting up click-to-dial (Ring Central)<br \/>\n<\/span><\/div>\n<div>\n<div>\n<ul>\n<li class=\"li\">\n<div><span style=\"color: #000000;\">Go to Settings in the left navigation bar.<\/span><\/div>\n<\/li>\n<li class=\"li\">\n<div><span style=\"color: #000000;\">Click the Phone tab.<\/span><\/div>\n<\/li>\n<li class=\"li\">\n<div>\n<p><span style=\"color: #000000;\">Under General, turn on Use RingCentral for click to dial and fax.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone  wp-image-19615\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/screen.png\" alt=\"\" width=\"732\" height=\"369\" srcset=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/screen.png 1256w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/screen-300x151.png 300w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/screen-1024x516.png 1024w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/screen-768x387.png 768w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/screen-600x302.png 600w\" sizes=\"(max-width: 732px) 100vw, 732px\" \/><\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"topic0 topic\">\n<div id=\"topic_2\" class=\"topic topic\">\n<div><span style=\"font-size: 18pt; color: #000000;\">Setting default app for click-to-dial\/fax on Windows<\/span><\/div>\n<div>\n<div>\n<ul>\n<li class=\"li\">\n<div><span style=\"color: #000000;\">Open Windows search and enter Protocol in the search field.<\/span><\/div>\n<\/li>\n<li class=\"li\">\n<div><span style=\"color: #000000;\">Select Choose a default app for each link type (in Windows 10 ,it will be Choose a default app for each protocol).<\/span><\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-19377\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/ringcentral.png\" alt=\"\" width=\"705\" height=\"540\" srcset=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/ringcentral.png 705w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/ringcentral-300x230.png 300w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/ringcentral-600x460.png 600w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<div class=\"topic0 topic\">\n<div id=\"topic_2\" class=\"topic topic\">\n<div>\n<div>\n<ul>\n<li class=\"li\">\n<div>\n<p><span style=\"color: #000000;\">Scroll to CALLTO and click Choose a default.<\/span><\/p>\n<div><\/div>\n<\/div>\n<\/li>\n<li class=\"li\">\n<div><span style=\"color: #000000;\">If you already have a default app, click the app icon.<\/span><\/div>\n<\/li>\n<li class=\"li\">\n<div><span style=\"color: #000000;\">In the Choose an appwindow, select RingCentral,<strong> (OR CHOOSE YOUR OTHER SOFTPHONE HERE)<\/strong> then click OK.<\/span><\/div>\n<\/li>\n<li><span style=\"color: #000000;\">For ring central it should look like this:<\/span><\/li>\n<li><img decoding=\"async\" loading=\"lazy\" class=\" wp-image-19362 alignleft\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/callto.png\" alt=\"\" width=\"463\" height=\"68\" srcset=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/callto.png 463w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/callto-300x44.png 300w\" sizes=\"(max-width: 463px) 100vw, 463px\" \/><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<div class=\"topic0 topic\">\n<div id=\"topic_2\" class=\"topic topic\">\n<div>\n<div>\n<ul>\n<li><span style=\"color: #000000;\">Scroll to FAXand click Choose a default.<\/span>\n<div><\/div>\n<\/li>\n<li class=\"li\">\n<div><span style=\"color: #000000;\">If you already have a default app, click the app icon.<\/span><\/div>\n<\/li>\n<li class=\"li\">\n<div><span style=\"color: #000000;\">In the Choose an appwindow, select RingCentral, then click OK<\/span><\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 18pt; color: #000000;\">Configuring Collections MAX Professional or Collector for click to dial.<br \/>\n<\/span><\/p>\n<p><span style=\"color: #000000;\">Log into Collections MAX Professional \/ or Collector.<\/span><\/p>\n<p><span style=\"color: #000000;\">Under the Zip code there is an icon bar that looks like this<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-19365\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/bar.png\" alt=\"\" width=\"411\" height=\"54\" srcset=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/bar.png 411w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/bar-300x39.png 300w\" sizes=\"(max-width: 411px) 100vw, 411px\" \/><\/p>\n<p><span style=\"color: #000000;\">click on the icon that looks like a gear as seen below.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-19367\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/bar-1.png\" alt=\"\" width=\"395\" height=\"56\" srcset=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/bar-1.png 395w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/bar-1-300x43.png 300w\" sizes=\"(max-width: 395px) 100vw, 395px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">enter an Administrator password and click OK.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-19368\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/adminpass.png\" alt=\"\" width=\"379\" height=\"154\" srcset=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/adminpass.png 379w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/adminpass-300x122.png 300w\" sizes=\"(max-width: 379px) 100vw, 379px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">there will be a form that pops up with settings.<\/span><\/p>\n<p><span style=\"color: #000000;\">In the middle right under Click to Dial click the Click Here to Setup button.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-19369\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/clickdial.png\" alt=\"\" width=\"169\" height=\"160\" \/><\/p>\n<p><span style=\"color: #000000;\">Then in the Click to Dial Settings you want to select Custom.\u00a0 Then in the drop down select callto:<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-19370\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/callto-1.png\" alt=\"\" width=\"424\" height=\"287\" srcset=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/callto-1.png 424w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/callto-1-300x203.png 300w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/p>\n<p><span style=\"color: #000000;\">Click Save.\u00a0 <\/span><\/p>\n<p><span style=\"color: #000000;\">Click OK on the Settings form to exit out.\u00a0 Then log out of Collections MAX Collector or Professional.<\/span><\/p>\n<p><span style=\"color: #000000;\">Log back in.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 18pt; color: #000000;\">How to use click to dial<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">In the Collections MAX Collector \/ Professional software at the end of each phone number field (and custom fields if the type is set to a phone number)\u00a0<\/span><\/p>\n<p><span style=\"color: #000000;\"> there is a phone icon.\u00a0 Click the phone icon.<\/span><\/p>\n<p><span style=\"color: #000000;\">Ring Central (or your other softphone) should have placed the call.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-19371\" src=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/phone.png\" alt=\"\" width=\"644\" height=\"56\" srcset=\"https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/phone.png 644w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/phone-300x26.png 300w, https:\/\/www.collectionsmax.com\/wp-content\/uploads\/2024\/09\/phone-600x52.png 600w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/p>\n<p><span style=\"color: #000000;\">You can consult your softphone manufacturer for how you would like the softphone to behave or look like after a call has been placed.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog post I will describe the process of setting up Collections MAX Collector or Collections MAX Professional for click to dial using the Ring Central Windows app.\u00a0 This can also be used for other softphones as well but Ring Central seems to be the most popular because it is capable of making calls&#8230;<\/p>\n<p class=\"more-link\"><a href=\"https:\/\/www.collectionsmax.com\/index.php\/how-to-setup-collections-max-collector-or-professional-for-click-to-dial-using-ring-central\"><span>Read More<\/span><i>&#43;<\/i><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[313],"tags":[],"_links":{"self":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/posts\/19360"}],"collection":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/comments?post=19360"}],"version-history":[{"count":0,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/posts\/19360\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/media?parent=19360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/categories?post=19360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/tags?post=19360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}