Problem with Extensions and Usernames duplicate
In this guide the recommended actions are described on how to troubleshoot and configure the system to solve the duplicate message
General Description
The User sees the "User with this extension already exists" message
This message is displayed when the User tries to configure RingCentral Telephony in Creatio, but the RingCentral account is already connected with another Creatio extension, and in order to eliminate this message, one needs to delete the RingCentral account duplicate registrations in Creatio
Duplication deletion flow
Click on the profile icon (1) in the left upper corner and then on ‘Your Profile’ (2) (Fig. 1)
Fig. 1 Entering ‘Your profile’ sectionClick on the ‘Call Center parameters setup' (Fig. 2)
Fig. 2 ‘Call Center parameters setup' locationCopy the settings “RingCentral URL“, “Client ID“, “Client Secret“ parameters, and then click on the ‘RESET RC SETTINGS’ button (Fig. 3)
Fig. 3 Reset RC settings initiationThis will reset the connection, as well as clear out the parameters. Fill the copied parameters back in, and after that press ‘GET RC SETTINGS’. Proceed with all steps of the authorization. If the settings were implemented successfully the following notification will be shown (Fig. 4)
Fig. 4 Successull messageClose the success window from the step above, and press the ‘Save’ button
Log out of Creatio and log back in. Check that your CTI panel is active
If as a result of actions from p.4, you see the following error (Fig. 5) proceed with the next steps to find the specific User connected by the Creatio user with the RingCentral account
Fig. 5 User with this username already exists errorFrom the left main menu select ‘Contacts’ (Fig. 6)
Fig. 6 Contacts selection
Click on the ‘Folders’ (Fig. 7). Select ‘Add’ (1) and name the new folder (2) (Fig. 8)
Fig. 7 Folder button
Fig. 8 New Folder creationSelect the filter icon (Fig. 9)
Fig. 9 Filter iconSelect ‘Add condition’ (Fig. 10).
Fig.10 Adding filter conditionsIn the opened window press on the ‘Contact’ (1) and enter ‘Contact communication option (by column Contact)’ (2). In ‘Column’ field select ‘Quantity’ (3) and press ‘Select’ button (4) (Fig. 11)
Fig. 15 Creating filter structure pt. 1Press ‘+' icon (Fig. 11).
Fig. 16 Adding sub conditionIn the Colunm field enter ‘Number’ (1) and press 'Select’ (2) (Fig. 12)
Fig. 12 Creating filter structure pt. 2In the ‘quantity’ field enter ‘0' (1) and press the confirmation button (2). In the ‘Number’ field enter the required extension (3) and press the confirmation button (4). To apply all conditions press 'Save’ button (5) (Fig. 13)
Fig. 13 Applying all conditionsIn the Table, you can see all the Contacts that are using this extension. If there is only 1 Contact and it is CORRECT, then use another Ring Central account for your current Creatio profile by using this guide RingCentral Configuration. If you see that this is NOT the right Contact that should be connected to the Ring Central account, or there are multiple Contacts, proceed with the further steps
Login into the system with the credentials of the User that should not be connected to the required RingCentral account
Perform actions from p. 1 to p. 3
Repeat points 17-18 for each User, which is not expected to have RingCentral extension registered with it
After that Login into the system with the credentials of the User who should be connected to the required Ring Central account
Perform actions from p. 4 to p. 5
At this point, all duplicate RingCentral extension registration should be cleared from all Creatio users except from the expected one