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Using the Call Info Pane

During and after a call, the call info pane on the right shows CRM context, editable fields, quick links, and notes. The same pane appears when you open a past call from History → Recent calls.

Company Admins configure which fields and links appear org-wide — see Configure Call Info Pane.

During an active call

When you place or answer a call, the active call view fills the center and the info pane opens on the right.

Contact and company

When RingCentral for NetSuite Pro matches the phone number, the pane shows the linked contact and company from NetSuite. If no match exists, you see the raw number and can create a NetSuite contact (below).

Call Fields

Call Fields are NetSuite-backed fields your admin configured — for example custom dropdowns or text fields on the phone call record. Edit them during the call; values save to NetSuite when the call ends.

Three fields are always present and cannot be removed:

  • Contact
  • Company
  • Notes

Info Links are labeled buttons at the bottom of the pane (for example Open in NetSuite). Each link opens a URL built from the current call data. Links may be hidden or disabled when required fields are empty — your admin sets those rules.

Notes

The Notes field accepts free text during the call. Notes auto-save to the NetSuite phone call record when the call ends. You do not need to click Save.

Create a contact from the call

If the caller is not in NetSuite, use Create contact in the pane (or the equivalent action in the call notes area). A modal opens with the phone number pre-filled. Saving creates the contact in NetSuite and links it to the current call.

See Managing Contacts.

After the call — historic notes

From History → Recent calls, click any call row. The info pane shows that call's linked contact, company, fields, and notes. You can read or update notes and use Call back to dial again.

Historic notes use the same layout as the live call pane but without active-call controls (mute, transfer, etc.).