Managing Related Records

For every call that goes through RingDNA Dialer, Revenue.io will automatically create an activity and associate it under the Contact or Lead -- depending on which Salesforce object where a phone number is stored.

RignDNA Dialer is not limited to associating calls to just the Contact or Lead. With Related Records, calls can be associated to the below Salesforce objects:

  • Opportunities
  • Campaigns
  • Accounts
  • Cases
  • Contact

Who can manage Related Records?

To manage Related Records, you must be an Administrator in your Revenue.io account.

 

Locating the Related Records management setting

To locate the Related Records management table, follow the below steps:

1.) Log into the Revenue.io Admin Console at https://app.ringdna.net/

2.) Click on Products > RingDNA Dialer in the left hand navigation menu

3.) Click the RingDNA Dialer Settings option

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4.) Scroll to the bottom of the page and locate the Related Records table

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How to manage Related Records

Each of the supported Salesforce Object types are visible in each row of the table:

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The current rules for each of these record types are listed in the below columns in the table. 

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To edit any of the rows, click the Action icon in a row. For example, to edit the rules for the Campaign record type, click here:

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This will launch the Manage Related Records modal window. The modal contains 5 configurable rules:

  1. "Search" Permission
  2. "Suggest" Permission
  3. "View" Permission
  4. "View Results"
  5. Number of Results

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Search Permission

The "Search" permission defines what records are searchable in the Search for related records feature in the Dialer. 

This setting provides unique search filter options per Record Type (e.g. Account, Opportunity, etc.)

Use Case Example

In the below example, only Active Campaign records will be included in Related Record Search results:

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Suggest Permission

The "Suggest" permission dropdown allows you to filter the list of suggested Related Records in the Dialer by parameter(s) of your choice. 

This setting provides unique suggestion filtering options per Record Type (e.g. Account, Opportunity, etc.)

Use Case Example

In the below example, only Account records that are related to the Contact will be included in the Related Records Suggestions:

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View Permission

The "View" permission dropdown filters the list of Related Records displayed on Details pages in the Dialer.

This setting provides unique filtering options per Record Type (e.g. Account, Opportunity, etc.)

Use Case Example

In the below example, records belonging to all Account records will be visible in the Related Records section on a Details page in the Dialer:

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View Results

The "View Results" dropdown defines the order in which Related Records are displayed in the Dialer.

Use Case Example

In the below example, records belonging to all Account records will be visible in the Related Records section on a Details page in the Dialer:

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Number of Results

The "Number of Results" dropdown defines the max number of Related Records that are visible on screen at a time.

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Additional Reading

See the Related Records article for details on how Related Records are utilized in the RingDNA Dialer.

 

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