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

    • Agent Performance Report

      From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance
    • Show both Vendor and Customers in contact statement

      Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 
    • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

      Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??
    • How can I adjust column width in Zoho Books?

      One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but
    • Invalid value passed for file_name

      System generated file name does not send file anymore - what is the problem?
    • Custom Function for Estimates

      Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate
    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
    • Search in module lists has detiorated

      Every module has a problem with the search function :-/
    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
    • Search in module lists has detiorated

      Every module has a problem with the search function :-/
    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and
    • Bigin: filter Contacts by Company fields

      Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround
    • Has Zoho changed the way it searches Items?

      Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.
    • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

      I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
    • Monthly timesheet, consolidation of time by project

      I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example
    • Sending emails from an outlook account

      Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
    • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

      My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
    • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

      My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
    • can't login Kiosk URGENT

      already try, can't login pls help to support. thanks.
    • Zoho Calendar not working since a few days

      Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a
    • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

      Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
    • 【Zoho CRM】CRM for Everyoneに関するアップデート:関連データ機能

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法
    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
    • How to activate RFQ? What if a price list has ladder price for items?

      Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?
    • Cannot access KB within Help Center

      Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
    • Can't join canal Developers Zoho User

      Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?
    • Desk Email reply - set default font / use custom font

      Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
    • PDF Templates - Checkbox Borders

      Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single
    • Zoho CRM's custom views are now deployable from sandboxes

      This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment
    • Zoho Devops

      We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
    • Settings Icon No Longer in ZOHO Desk?

      In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
    • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

      Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
    • Kaizen #190 - Queries in Custom Related Lists

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
    • Next Page