Hey Everyone,
Here are some noteworthy and useful updates that you do not want to miss out on.
The upgraded navigation sidebar in Cliq prioritizes your ease for accessibility. It allows you to collaborate and communicate efficiently by bringing all the significant components that you frequently access under one roof.
The navigation sidebar is further powered with four new access sections to help you connect and collaborate better.
Files: All the files shared in Cliq, that you have access to can be found here.
History: The History section contains the logs of your entire direct calls, group calls, conversations and broadcasts. From the chat history, you can contextually search and retrieve the required data from your past conversations.
People: You can easily find and connect with people in your organization from the people section in the Cliq navigation sidebar.
Widgets: Extensions in Cliq are often accompanied by widgets. All these widgets can be accessed easily from here.

Set a default status while Check-in/Check-out
Missing to update your current availability status once you login to Cliq? We now have options to set a default status to be auto updated every time you login and log out.
Here's how: Navigate to Profile & Settings --> Status
Select a preferable option to be auto updated as your default status or choose to have a status update popup to remind you, every time you login.
Locate your files easily with OCR
The Cliq search bar is now powered with optical character recognition. You can now search using not just the file name but also using any text in the images shared. You can further use the following search options to narrow down your search results.
filenamehas: filename
linkhas: linkdetail
Hide the chatlets created via Zoho Meeting
Profile & Settings --> General --> Scroll down to Chatlets section
Chatlets, as you know are chat windows that can be created from a Zoho product that Cliq is integrated with. they provide you the space to Chatlets, as you know are chat windows that can be created from a Zoho product that Cliq is integrated with. they provide you the space to engage in a conversation from within the Cliq interface.
Incase you want to disable the chatlet for Zoho Meeting integration within Cliq, you can do so from here. Once you disable it, the chatlet will not be available within your Cliq interface.
Join in more participants in video/audio conference
You can now add up to 1000 participants in a video conference and up to 60 participants in an audio conference.
Do try out all the new updates to be your most productive self on Cliq. To view all the updates in Cliq, head over to What's new on Cliq.
See y'all with a new set of updates.
Regards,
Priya
Recent Topics
Support new line in CRM Multiline text field display in Zoho Deluge
Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
How to create a Zoho CRM report with 2 child modules
Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
First day of trying FSM in the field.
What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
Unified Directory : How to Access ?
I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?
Translation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
Unified task view
Possible to enable the unified task view in Trident, that is currently available in Mail?
Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.
Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
Importing data into Assets
So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
Allow instruction field in Job Sheets
Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle
Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive
Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
The dimensions of multilingual power
Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好,来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho
Multi-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
Accessing Zoho Forms
Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
Cost of good field
Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
How to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
Issue with the Permission to Zoho Form
I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account
CRM templates
Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
Converting Sales Order to Invoice via API; Problem with decimal places tax
We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
Meet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
Addin Support in Zoho Sheet
Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
Where to integrate Price Book and Product List Price
Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
Pending Sales Order Reports
Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
How to export project tasks, including the comments
Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
Zoho Mail SMTP IP addresses
We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
Migrate Your Notes from OneNote to Zoho Notebook Today
Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
Deluge sendmail in Zoho Desk schedule can't send email from a verified email address
I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
Zoho Campaigns - Why do contacts have owners?
When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
Bigin Android app update: User management
Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
End Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?
Choosing a portal option and the "Unified customer portal"?
I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
Zoho Commerce
Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
email forwarding not working
Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
Google Ads Conversions Not Being Tracked in Zoho CRM
We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but
Zoho Desk KB article embedded on another site.
We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
Next Page