Requirements

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
Information Circle 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 dialed 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
Hand Left warning
API requests per call are estimated and will be affected by manual user requests for popping records.