~.Dimensions.~ ~.UcClient.~ - Embedded #
~.UcClient.~ Embedded is an embedded version of the ~.Dimensions.~ ~.UcClient.~ unified which runs from within third-party applications. They are designed to provide communications features that tightly integrate with the application, without the user having to switch between applications.
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The feature set between ~.UcClient.~ Embedded clients will vary depending on the CRM environment it is being deployed in.
Supported Applications #
The following CRMs support ~.UcClient.~ Embedded as an embedded application:
| CRM | Versions |
|---|---|
| Clio | Standard, Premium, Suite |
| Dynamics 365 | Customer Service, Sales, Project Service, Field Service |
| Freshdesk Support | Growth, Pro, Enterprise |
| Salesforce Lightning | Essentials, Professional, Enterprise & Unlimited |
| Zendesk Support | Team, Growth, Professional & Enterprise |
| Zoho CRM | Enterprise, Ultimate |
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Please check the application vendor's documentation for information on versions or licence levels required to use ~.UcClient.~ Embedded.
Supported Features #
The list below provides an example of some of the features available to users when using ~.UcClient.~ Embedded. For more specific information, review the application specific documentation.
| Feature | Description | Clio | Dynamics 365 | Freshdesk Support | Salesforce Lightning | Zendesk Support | Zoho CRM |
|---|---|---|---|---|---|---|---|
| Dialling | Make calls from within ~.UcClient.~ CRM or from within CRM records | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Screen Popping | Search for and automatically load CRM records based on the number being dialed/received | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Task Creation | Automatically create call log entries for all calls made by a user | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Call History | View a history of calls made/received, with a clear indication of missed calls and call source | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |