How to add texting button to a custom module
1. Go to SETTINGS and WIDGETS in Zoho CRM
2. Press the button to the right: CREATE NEW WIDGET
3. Add a name you would like, I used RC SMS Widget
- RC SMS Widget
- Widget Type: Button
- Hosting: External
- Base URL: https://app.digitaltransformationmanagement.ai/ui/widget/ringcentral/setup.html
- Click SAVE
4. Go to SETTINGS - Links and Buttons
5. Make sure you are in the right module (look on left) where you are creating the button
6. Click NEW BUTTON
- Name it anything you would like, I used: Send RC SMS
- Where would you like to place the button? I selected VIEW PAGE
- What action would you like the button to perform? Select the widget you created earlier.
7. Go to SETTINGS - Marketplace - INSTALLED
8. Click on the CONFIGURE link under the RingCentral Messaging Extension
That should be it. Any issues please let us know.
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