Requirements #
To use ~.UcClient.~ for Zoho CRM, the following requirements must be met:
~.Dimensions.~ #
Users must be assigned the following roles/permissions:
- Essential User
- CRM User
- Website Access
info
Both of these features are billable items on the ~.Dimensions.~ system. Please contact your reseller for information on pricing.
Browser #
~.UcClient.~ for Zoho CRM is supported on the following browsers:
- Chrome
- Firefox
- Edge (New Chromium version)
- Safari
Network Port Requirements #
The following network ports are used by the solution:
| Area | Port | Protocol | Description |
|---|---|---|---|
*.myreports.cloud |
443 | HTTPS | Standard HTTPS connection for all user sessions. |
Zoho #
~.UcClient.~ can be used in the following versions of Zoho:
- Enterprise
- Ultimate
Depending on the Zoho CRM licensing, API requests from the widget maybe metered/restricted. ~.UcClient.~ uses the following API calls during startup and during operation:
| API Calls | Description | Usage |
|---|---|---|
| ZOHO.CRM.API.getOrgVariable() | Used to query custom plugin information | On startup |
| ZOHO.CRM.UI.Resize() | Used to set the initial plugin size | On startup |
| ZOHO.CRM.API.insertRecord() / ZOHO.CRM.API.updateRecord() | Used to create 'Phone Call' tasks | After calls |
| ZOHO.CRM.UI.Record.open() | Used to pop a previously identified record | During calls or manually |
| ZOHO.CRM.API.searchRecord() | Used to search for records to screen pop and display on the banner | During calls |
| ZOHO.CRM.API.getRecord() | Used to query details of a record which has been manually dialled | During calls |
| ZOHO.CRM.UI.Record.create() / ZOHO.CRM.UI.Record.populate() | Used to create new records | Manual |
| ZOHO.CRM.UI.Dialer.maximize() / ZOHO.CRM.UI.Dialer.minimize() | Used to display/hide the plugin | Before/after calls |
Ensure that your Zoho CRM implementation has enough API calls to handle any extra load from the ~.UcClient.~ plugin requests.
The following table outlines the expected number of API calls for each telephone call a user handles:
| Screen Pop Setting | Task Creation Setting | Estimated API Requests / Call |
|---|---|---|
| Enabled | Enabled | ~ 10 |
| Disabled | Enabled | ~ 9 |
| Enabled | Disabled | ~ 8 |
| Disabled | Disabled | ~ 7 |
warning
API requests per call are estimated and will be affected by manual user requests for popping records.