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General CRM · Zoho CRM

Zoho CRM

WindowsStandardPlus Client Add-In
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Published feature support

What this configuration supports

Address Book Search
Supported
Caller details preview
Supported
Pop contact in edit mode
Supported
Live Mode
Supported
Click to dial via Telogix
Supported
Manual screen pop
Supported
Automatic call activity logging
Supported
Integration with Notes
Supported
Cached Mode
Not marked supported
Click to dial via business application
Not marked supported
Auto screen pop
Supported
Manual call activity logging
Supported
Add contact
Supported
Additional features
Not marked supported

Notes & advisories

Zoho CRM API access is required to be enabled on the users account profile.The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use ‘Cache'. Cannot be used in conjuction with the Zoho Phonebridge Add-in. Users must use either the Zoho Phonebridge Addin or the Zoho CRM Addin.Please note: the Zoho Indian domain is now supported.Searching by Last Name is only available when the integration is set to Cached Mode.

References & walkthroughs

Original Telogix listing