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Making a Call

RingCentral for NetSuite Pro supports three ways to start a call.

From the Dialer

  1. Open the Phone tab.
  2. Type a number or a contact name in the input field.
    • As you type a name, a suggestions panel shows matching contacts from RingCentral and NetSuite. Click a suggestion to fill the field.
    • Numbers are auto-formatted to (XXX) XXX-XXXX (or 1 (XXX) XXX-XXXX for 11-digit US numbers).
  3. Click the green phone button to dial.

The active call view opens with mute, transfer, record, and hang-up controls. The right-hand call info pane shows linked contact, company, Call Fields, Info Links, and notes.

Control What it does
Mute Toggle your microphone on/off
Transfer Open the transfer dialog (blind or warm)
Record Start or stop call recording
End Hang up

Outgoing calls use your default outbound number from Account Settings as caller ID.

Transferring a call

Click Transfer during an active call.

  1. Enter a coworker name, extension, or phone number. Coworker suggestions appear as you type.
  2. Choose Blind Transfer or Warm Transfer:
    • Blind Transfer — the call is transferred immediately to the target. You are disconnected.
    • Warm Transfer — RingCentral calls the target first. You hear Calling transfer target… until they answer, then Transfer target connected — complete or cancel transfer.
  3. Click Transfer.

Warm transfer only: After the target answers, click Complete Transfer to bridge all parties, or Cancel Transfer to return to the original caller.

Recording and compliance

Call recording availability depends on your RingCentral account. Check your organization's policy before recording calls.

Recording

Click Record to start recording; click again to stop. The button shows when recording is active.

From a Contact, Recent Call, Voicemail, or Message

  • Contacts tab: Click a contact → click the call button on the contact card.
  • History → Recent calls: Click any call row → click Call back.
  • History → Voicemails: Each voicemail has a call-back action alongside the playback controls.
  • Messages tab: Open a conversation → click the phone icon in the conversation header.

Once you have registered RingCentral for NetSuite Pro as your phone link handler, clicking any tel: link in a browser tab — in a NetSuite record, email signature, or website — opens RingCentral for NetSuite Pro and dials immediately.

Manual form: Navigate to /?tel=<number> or /?dial=<number> in the RingCentral for NetSuite Pro tab — same effect.

WebRTC not ready

If the WebRTC phone has not finished initialising, you will see: "WebRTC is not initialized. Please wait." Wait a moment and try again.