Getting Started #

This quick guide is designed to get you up and running with your ~.UcClient.~ for Zoho CRM client. Within Zoho, the ~.UcClient.~ client should be visible on the widget bar at the bottom of the screen.

Log In #

The client will need to be signed in with a ~.Dimensions.~ user before it will operate.

Click the 'Log In' button to load the ~.Dimensions.~ authentication portal.

Enter your ~.Dimensions.~ username (email address) and password to complete the login process.

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To access the Google or Microsoft integrated login, you may need to scroll down.

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If you are having problems signing in, check with an administrator that your ~.Dimensions.~ user has the appropriate permissions.

Once connected, the ~.UcClient.~ icon should change to a phone handset and when expanded should display the 'Idle' screen as below:

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Avatars can be configured through the ~.Dimensions.~ user account portal.

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If Zoho CRM is open in multiple tabs, the ~.UcClient.~ client will be loaded in each one.