Merge branch 'main' of github.com:ringcentral/rc-unified-crm-extension

docs/crm/netsuite.md

@@ -37,21 +37,22 @@ REST Web Services is default to be invisible. We'll need to turn on the feature
 For this extension to work, your NetSuite account admin needs to assign users with the permissions below:
 
 | Category     | Permission                           | Level |
-|--------------|--------------------------------------|-------|
-| Lists        | Contact-Subsidiary relationship      | View  |
+| ------------ | ------------------------------------ | ----- |
 | Lists        | Contacts                             | Full  |
 | Lists        | Customers                            | Full  |
-| Lists        | Employee Record                      | Full  |
-| Lists        | Employees                            | Full  |
-| Lists        | Entity-Subsidiary relationship       | View  |
+| Lists        | Employee Record                      | View  |
+| Lists        | Employees                            | View  |
 | Lists        | Phone Calls                          | Full  |
-| Lists        | Related Items                        | View  |
+| Lists        | Subsidiaries                         | View  |
 | Reports      | SuiteAnalytics Workbook              | Edit  |
 | Setup        | Log in using OAuth 2.0 Access Tokens | Full  |
 | Setup        | REST Web Services                    | Full  |
 | Setup        | User Access Tokens                   | Full  |
 | Transactions | Sales Order                          | Full  |
 
+!!! warning "Make sure Employee permission is set to View"
+    For security reasons, only an Administrator can edit Administrator records. As a result if you apply "Full" Employee permissons to a role, you may experience difficulty connecting the extension to NetSuite. 
+
 ## Install the Chrome/Edge extension
 
 If you have not already done so, begin by [installing the Unified CRM extension](../getting-started.md) from the Chrome web store. 

docs/developers/advanced/openapi.md

@@ -40,4 +40,4 @@ The OpenAPI specification below defines the interfaces that a developer must imp
 
 As a user uses the Chrome extension, when a CRM-specific function is engaged, the Chrome extension will compose a request the corresponding adapter's endpoint implemented by that adapter's server. The server will perform the corresponding action in the associated CRM, and return results in a prescribed format so the Chrome extension can display the results of the user's action.
 
-[:fontawesome-solid-download: Download OpenAPI spec](../../crm-server-openapi.json){ .md-button }
+[:fontawesome-solid-download: Download OpenAPI spec](../crm-server-openapi.json){ .md-button }

docs/index.md

@@ -17,9 +17,10 @@ RingCentral's Unified CRM extension for RingEX is a browser extension for Google
 
 ## Features
 
-* **Embedded CTI**. A fully functional phone is embedded into your CRM so that you can place and receive phone calls. The CTI is also enhanced with specific capabilities designed specifically for use cases common to users of most CRMs. These enhancements are enumerated below. 
+* **Embedded dailer/CTI**. A fully functional phone is embedded into your CRM so that you can place and receive phone calls. The CTI is also enhanced with specific capabilities designed specifically for use cases common to users of most CRMs. These enhancements are enumerated below. 
 * **Click-to-dial**. Make any phone number in your CRM clickable to easily call or send an SMS to that phone number. 
-* **Call logging**. Every call you make or receive on RingCentral can easily be logged into your CRM ensuring important communications are recorded there. Options are available that allow you to log calls and messages automatically, and more. 
+* **Call logging**. Every call you make or receive on RingCentral can easily be logged into your CRM ensuring important communications are recorded there. Options are available that allow you to log calls and messages automatically, and more.
+* **Automatic call logging**. With a flip of a switch, make sure every inbound and outbound call is recorded in your CRM. If there is a conflict, then access our "Unlogged" tab to quickly fix the issue. 
 * **Call pop**. When you receive a phone call, the extension will automatically open the caller's contact page in your CRM so that you have the customer's full context before answering the phone.
 * **Send/receive SMS**. Not only can you place calls, but you can also send and receive SMS using the CTI. 
 * **SMS templates**. Respond to SMS more quickly, by storing and accessing messages you commonly send over SMS using a simple UI. 
@@ -28,7 +29,7 @@ RingCentral's Unified CRM extension for RingEX is a browser extension for Google
 
 The Unified CRM extension requires the following:
 
-* RingEX account
+* RingEX account (Core, Advanced or Ultimate)
 * Google Chrome or Microsoft Edge
 
 ## Supported CRMs