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

    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
    • Portal Default View

      Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.
    • Macro Email to be determined by a ticket field

      Hi, we are a commercial energy brokerage and are implementing Desk as our helpdesk tool to replace manual emails, personal whataspp and telephone. We have setup a macro rule when we can trigger an email, update ticket status and trigger a task.... but
    • Welcome Link Expired

      Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>
    • Zoho expense linked with Campaign instead of customers

      Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks
    • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

      Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans
    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be
    • Print PO receipt

      Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
    • Create a purchase order in vendor's currency

      I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in
    • Work Orders / Bundle Requests

      Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
    • Getting error during inserting a record in form of zoho people using zoho api

      import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name
    • 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
    • Change script to add fields

      Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs
    • 1 API to all channel

      hi zoho team: I am the product manager of anywheel, we are planning to integrate zoho, we want to integrate multiple channels through 1 API, please can you send me the integration document and guideline?
    • Revamped Print in Zoho Sheet—customized for paper

      The latest enhancements to Zoho Sheet's Print settings allows you to print a worksheet or a selected range, with customizations that make the data comprehensible, even on paper.   Customize header and footer Make your spreadsheets meaningful with a relevant header and footer. You can now choose to display the file name, sheet name, current page number, total pages, date, and time as the header and footer in your print view. Besides the predefined elements, you can also give a custom text for header/footer.
    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you
    • How Can i put a form in Zobot

      Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !
    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
    • message on click of button

      Hi, i added insert task on 'Quick view' below  'Action'  of report just below 'Delete' button,  so i am trying to add a message on click of button that, "This item is now added into Pending Request" like this .... So, how can i achieve this ; because
    • Is it possible to disable Chat Waiting Time, or to make it indefinite?

      We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff
    • Is Drawing feature supported in zoho Sheets?

      Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 
    • Access CRM Variables from Formula field

      Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?
    • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

      Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on
    • Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard

      Hi Zoho Team, I need help with an issue I've encountered. Despite using the Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard. I would like to understand why this is happening
    • Pulling Specific Products from Sales Orders in Books to a CRM Record

      We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.
    • Automatically add a retainer to every estimate

      Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,
    • Clear String field based on the value of other field

      Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this
    • Custom Deal Name in Lead Conversion Mapping

      I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
    • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

      Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible
    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
    • For each loop with available time slots

      I am very new to Deluge, and this question was unable to be answered by Zoho Creator tech support upon request. Task at hand: I have a Form with 4 fields: - Date Start - Date End - Dropdown: Time Start: contains time slots (12:00PM, 12:15PM, etc) - Dropdown:
    • Can we have Backorder Management ?

      Can we have Backorder Management ?
    • Converting Amazon Sales Order to Invoice

      Hi there, We need  advice on the Amazon integration with Zoho Inventory. Now, we want to convert all the Sales orders synced from Amazon to Invoices. We want also to include and record the Amazon fees associated with the sales (Amazon fees, FBA fees, Cost of Advertising etc.) However, Sales order only captures the sales proceeds (Gross Sales) in Zoho Inventory. Does anyone currently work with Amazon and can suggest how to correctly process the sales and Amazon payments through Zoho Inventory and
    • Zoho Inventory | Can't uncheck/turn off Advance Tracking

      Hi, I wanted to know if there's a way to turn off Advanced Tracking (such as Serial Number or Batch Tracking) for an item in Zoho Inventory. I’ve read that you might need to delete associated transactions and clear the opening stock to disable these features.
    • Landed Cost application to Vendor Bills from dropship Purchase Orders

      When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landed
    • Condition-based data sharing rules are now available in CRM

      Dear All,   We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement.   Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM
    • 2 serial numbers for 1 item (Mac address and Serial number)

      There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers
    • Zoho Projects Roadshow, USA - 2024

      Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions
    • [Zoho Writer Webinar] Tips on collaboration control in Writer

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of October 2023: Tips on collaboration control in Writer. This webinar will help you understand the various features available in Writer to control collaboration. We'll
    • [Zoho Writer Webinar] Working with tables in Zoho Writer

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of September 2023: Working with tables. This webinar will help you understand the various ways you can use tables to meet your specific needs. The webinar will take
    • Next Page