What's new in Zoho Cliq - Our 2020 updates

What's new in Zoho Cliq - Our 2020 updates

Hi Everyone! 

We work arduously around the clock to ensure that Cliq is constantly improving by releasing new features and updates, aimed towards enhancing user experience and productivity. Here we have put together the list of all new features and improvements to make sure that you stay up to date on what's new at our end.

Remote Work - Set up your office workspace with Cliq
We delved into the challenges attached with remote working and came up with a swift solution that integrates your office space with Cliq. Zoho Cliq's Remote work view comes with 
  • Easy check in and check out
  • Live video feed 
  • Set your status
  • Department view
  • Group Calls & Scheduled Meetings
  • User Availability Reports
  • Contextual Native Integrations



View unread and mark chats as read using simple shortcuts
View only the unread chats in your conversations list and mark all the unread chats as read with ease using a short cut option. In Cliq's left side pane, click on the ellipsis menu option right next to your Conversations. By doing so, you will be displayed with 'View unread chats' and 'Mark all as read' options.


Guest chat in Cliq
Strike a conversation and collaborate with an external user outside your Cliq's organisation using the new Guest chat feature of Cliq. Now you will be able to invite external users for a 1-1 conversation or group chats, without the need of them having to sign up with Cliq. 

Let's consider a scenario, where you need to collaborate with a designer who is not a part of your organization for a specific campaign. You can directly invite the designer as a guest using the Invite Guests option. Once when you're done working on the campaign with the designer you can manage them as guest by locking/ removing them as a guest user. You can configure and control the actions of the guest user under Manage Guests option. 




Reply privately to messages in group conversations
Reply privately option allows you to reply to any member of the group chat in a private conversation, without leaving the group chat window.

Let's consider a scenario where a customer executive posts a requirement from a customer in the support channel. You can use the "reply privately" option to get more insight on this requirement.  Hover over the message and click on the Actions menu and click on the Reply Privately option. By doing so, you will be directed to an individual chat window with the specific user who sent the message. 

Invoke 'Reply Privately' option right from your group chat window with just a click.



Mentions view (@) is updated with a filter now!
The mentions view in Cliq comes with a filter 'Hide @all, @available mentions' which highlights your mentions and hides all the others. You can also clear all the mentions using 'Mark all as read' option.
Consider a scenario where you have been off from work for the past two days and currently in need to immediately address the messages that was mentioned to you in particular. You can straight away land on your mentions avoiding the cluster of all mentions using 'Hide @all, @available mentions' option. 


Invoke chat options with just a right click
By right-clicking on any of the chat or channel conversations in the left sidebar, you can see options like Pin Conversation/Channel, Mute Conversation/Channel and Channel Info. 
For instance, if you're in immediate need of looking at the permission setting of a specific channel you can do so with just a right click. Right click on the specific channel and select Channel Info option to view the basic channel details, recent conversations, permissions and other infos. 

You can also pin/mute any specific conversation or channel with just a right-click.



Pin important messages in a chat
Never miss out an important message or tire yourself by scrolling endlessly searching for an important message in a chat. Hover over a message and click on the Actions menu and choose 'Pin message' from the options. It will pin the specific message in the chat window enabling participants to view the pinned message.

Let's consider a scenario where you have created a channel to discuss about your project updates and DRI's. You can simply pin that message using the Pin message option, which will pin the specific message in the chat window and display it to all the participants. So this way you can ensure that your message has been conveyed and is not missed by any of the participants. 



Admin panel enhancements
1) View all channels associated with a team 
The 'Channels tab' under the team preview page allows you to view all the team channels created under a specific team. Click on Teams on the admin panel, search for a particular team and open the team's preview page. There you will find an updated tab called 'Channels', clicking on which will help you find all the channels created under a specific team.

There are different teams under a department and number of channels under them.  You can pull out the list of channels under a specific team effortlessly using the Channels tab. For instance, if you want help with a list of channels under the Sales team you can get hold of that list using the Channels tab in a matter of minutes.




2) Configure Zoho Cliq - People Integration
If you're using Zoho people as your HRMS, now you can configure the integration of your Zoho People account with Cliq right from your Cliq's admin panel. 

To do so: Go to your Admin panel > Integrations > Zoho People > You can enable or disable the integration from here.

For instance, if you want to pull out profile information of an employee, you can do so directly from your Cliq's chat window using /people command.

The Zoho People integration enables you to access specific information and keep a track of employees from within your Cliq window.



So what are you waiting for? Go ahead and try out all our new updates and enhancements. We're looking forward to know how each of these updates is going to help you and your team.See you soon with a new set of updates!

Leave your comment below on what's your favorite update! You can also get a complete picture of all our updates every month from our Whats New in Cliq? page!  

Cheers!

Shanthana Lakshmi S




    • Sticky Posts

    • What's new in Zoho Cliq - Our 2020 updates

      Hi Everyone!  We work arduously around the clock to ensure that Cliq is constantly improving by releasing new features and updates, aimed towards enhancing user experience and productivity. Here we have put together the list of all new features and improvements to make sure that you stay up to date on what's new at our end. Remote Work - Set up your office workspace with Cliq We delved into the challenges attached with remote working and came up with a swift solution that integrates your office space

    • Cliq works in Hindi across all interfaces

      We're thrilled to announce that Cliq has added Hindi to the list of supported languages. Read on to know how you can localize Cliq with just a few clicks! Cliq Web & Desktop App  Tap on your display picture to open the user panel Click on My Zoho Account to land on your account set up view and click on My Profile Info In the Language field, search and select हिंदी   Save your preference!  Cliq Android  Go to Settings, then Language and input, and switch to हिंदी . Now, Cliq will adapt to the language

    • Simplify and Centralize your workflows with Forms

      Hello Everyone, We're thrilled to kickstart this new year with a feature release! Forms in Cliq - just got bigger and better. Forms allow you to work with multiple pieces of information at one go! Creating a survey, assigning a task in your project management software, raising a request with your IT team, or anything else that requires you to perform a multistep task, across single or multiple applications— Forms can do it all. A quick rundown of the uniquely powerful features of Forms Dynamic -

    • Farewell, Zoho Chat! Welcome, Zoho Cliq!

      Hello all,   As the heading says, Zoho Chat is now Zoho Cliq with power packed features that will keep you hooked. Cliq is designed to provide you with topnotch collaborative services that will keep you connected at all times.  Let me list a few features outlining it's functions:  Audio & Video calls: The calls are available in 1-1 Chats. Get connected instantly with your contacts and colleagues from anywhere.  Commands and Bots: You can now create Commands and Bots to integrate your internal tools

    • Recent Topics

    • Possible to define default font and size in Zoho Campaigns?

      Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!

    • Zoho Sites - General Feedback

      Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color

    • File Upload field not showing in workflow

      Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

    • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

      please help

    • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

      When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making

    • World date & time format

      Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards

    • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

      Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like

    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

    • Any recommendations for Australian Telephony Integration providers?

      HI,  I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried.  Thank you

    • CRM Cadences recognise auto-responses

      I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse

    • Zoho Campaigns Workspaces

      Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unless

    • Limited System because of Limited Number of Fields for Car Dealership

      Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data

    • Automatically Update Form Attachment Service with Newly added Fields

      Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Newsletter in multiple languages

      Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages

    • Default Ticket View - Table?

      Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV

    • Fixed assets in Zoho One?

      Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt

    • Set Default Status of Assembly to "Assembled" When Entered in UI

      I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some

    • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

      I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable

    • Sort Legend & stacked bar chart by value

      I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create

    • Scanned Doc - selecting Item overwrites Rate

      I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it

    • Timesheet invalid data error

      Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved

    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details

    • Any update on adding New Customer Payment Providers who support in store terminal devices?

      Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated

    • Dealing With One-Time Customers on Zoho Books

      Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

    • Customizing Helpcenter texts

      I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found

    • Passing the image/file uploaded in form to openai api

      I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints

    • "Temporary" Field Value?

      I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then used

    • File Upload field automatically replaces spaces with underscores – support experience

      Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in

    • We Asked, Zoho Delivered: The New Early Access Program is Here

      For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access

    • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

      We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward

    • Applying Excess Payments & Conflict Invoices Due to Cancelled Items

      I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading

    • Zoho Sprint Backlog View, filter by item status

      Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should

    • WATERFALL CHART IN ZOHO ANALYTICS

      Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall

    • Export contacts from Bigin's mobile app to your Android device

      Hello everyone! We're happy to announce that you can now export customer contacts from the Bigin mobile app to your device. Scenario A small-scale business owner has two pipelines in Bigin—one for procuring raw materials and the other for selling his

    • Passing Info from Function to Client Script

      Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to

    • ASAP iOS SDK – Xcode Compatibility Update

      Hello everyone, We have been delivering the ASAP iOS SDK developed using Xcode 16.1 to provide Help Center support within mobile applications. Thus, ASAP iOS SDK versions upto 4.5.8 are compatible with development environments running in Xcode 16.1 and

    • Sub form auto field population based on parent form

      I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field to

    • A note-taking app right inside your project management space

      How do you feel when you check off the last task from your to-do list after a long day at work? Euphoric, blissful, satisfied? Now, imagine completing the same checklist from your PM platform, without juggling tools. Sounds simple and handy? That’s exactly

    • Email Forwarding: Maintain business continuity

      As an administrator, ensuring uninterrupted email communication is critical when a role-based employee is unavailable due to extended leave or a temporary role change. Emails from customers, partners, and internal teams must continue to be received and

    • Next Page