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

    • How to next stage blueprint in Zoho Creator

      Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want
    • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

      I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for
    • Currency limitation when integrating Zoho CRM & Zoho Books

      Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell
    • Multi-select Lookup does not have Advanced filter options in CRM

      With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter
    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
    • Admin Control Over Profile Picture Visibility in Zoho One

      Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
    • Published Course Not Reflecting In Hub

      Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing
    • Unlock Locked Users via Zoho One Mobile App

      Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what
    • Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'

      We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly
    • Colour Coded Flags in Tasks Module List View

      I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due
    • Uploading data to S3

      Has anyone successfully uploaded data from Creator to S3 using the InvokeURL command or any other method in Deluge? (keywords: S3, AWS, Amazon, bucket)
    • UPS Label size when generated via Zoho

      We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS
    • Credit Management: #4 Credits on Unused Period

      Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.
    • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

      We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every
    • Prevent new Record Association

      Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating
    • Tip of the Week #73– Automate workflow with Make integration.

      Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this
    • Viewing attachments

      I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not
    • Kaizen #89 - Color Coding using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a
    • Instant Sync of Zoho CRM Data?

      With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
    • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

      We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to
    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly
    • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

      Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first
    • Checklists as templates

      Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - Properties
    • Send mass email using my secondary email

      Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email
    • ZOHO TEAM INBOX Calendar Integration

      The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our
    • Unearned / Deferred Revenue Automatic Calculation for Subscriptions

      As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,
    • Zoho Desk Limit for Comma Separated Queries

      Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"
    • Module Name doesn't exist

      I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.
    • Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.

      Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversation
    • Is it possible to embed Youtube shorts?

      Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded on
    • Split functionality - Admins need ability to do this

      Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in
    • Delegates - Access to approved reports

      We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,
    • How to include total km for multiple trips in expense report.

      Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
    • Get logged in user ID in Deluge script

      Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given that
    • Item Details Field - New Barcode / Document option?

      Is this a new feature??? its in both books and inventory.
    • Shared Mailbox - Mark as read for all users

      Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However
    • Can I export to PDF in Zoho Learn

      I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals
    • Zoho Sites "pages" management page

      I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
    • Staff rules

      Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
    • Next Page