Hello there!
Here's a set of new features and enhancements for the month of September that we've put together to make sure you stay up to date on what's new from our end.
Here's what's new in the Cliq Web:
Bring your apps into Cliq with Widgets
Widgets bring the tools you use into one place: your Cliq window.
Widgets integrate with your everyday apps to create a custom view inside Cliq. You can easily access them from the Widget section in your Cliq sidebar.
The Twitter Widget shows your Twitter feed, lets you like, retweet, search, and even post a new tweet. You can also view the current trending hashtags based on your region and topic as well.
Widgets can also be bundled into an extension and hosted on the Zoho Marketplace. We have updated a few of our existing Marketplace extensions, such as Poll for Zoho Cliq, Box for Cliq, Dropbox for Cliq, and a few others with Widgets.
(Note: Widgets is made available for Cliq mobile apps also)
Document collaboration made easy with the Zoho Writer Integration for Cliq
Zoho Writer’s integration with Cliq is a great way to collaborate on your documents from the comfort of your chat window. This powerful integration comes with a “Documents” Widget where you can view recent documents, create new documents, view documents shared with you, your favorites, or even create a new template.
The integration also comes with different command shortcuts like:
/attachdoc - which help you attach documents to other chats and channels
/quicknote - helps to jot down ideas and save them in Writer
/searchdoc - to search your writer documents from within the chat window
/sharedoc - to share your writer documents with others.
Telephony integration for Cliq: Automatic status updates and context-driven suggestions
Cliq detects the context behind every conversation to suggest smart follow-up actions. For example, whenever there is a phone number that is shared on chat, a contextual suggestion powered by Cliq’s Telephony integration is listed right next to the text.
Make sure that Telephony is set up and enabled from the Zoho App of your choice (CRM, Bigin, Recruit, Zoho One) and get to make an outbound call right from your chat window.
Also, once the call gets connected, your Cliq status automatically reflects that you’re on a call.
Build webhook based extensions for Cliq
You can now create a webhook based extension for Cliq. The extension can be created by accessing Cliq’s developer console, and all you have to do is create the extension, choose the platform components you’d like to add to your extension and provide a call back URL for your server.
Configure Taz notifications and stay updated!
Now you can configure Taz notifications and get to decide on when to receive alerts/notifications under specific circumstances.
You can enable/disable notifications for the following cases:
- When a document is shared
- When a new event is created or updated
- When an event invite is accepted or rejected
- For event reminders
To do so,
- Click on your profile picture and go to Profile & Settings
- Click on Personalize > Notifications > Taz
You can enable/disable the notifications for specific actions as per your needs.
Here's what's new in the Cliq iOS app:
Sync dark mode with your iOS settings
You can now swiftly toggle between light and dark mode by syncing Cliq with your device settings.
To do so:
- Go to Settings > Personalize
- Enable Sync with device setting option under Night Mode
Enabling the option will sync Cliq with your device settings i.e when you select the night mode theme for your device it will be reflected in Cliq also.
New addition to Cliq's default status options: Away
Make sure that your teammates know when you're away from work/desk by switching to Away status in Cliq.
Share content to Cliq with ease
The improved version of the share extension provides a convenient way to share content from other apps to Cliq effortlessly. The improved full-screen UI for share extensions puts a stop to endless scrolling through for selecting a chat and makes it easier for you to view and select a chat/channel.
Share info into Cliq with ease now!
Configure mobile notifications to suit your needs
We have tweaked our system to keep you notified in real-time with messages that are directed to you or when someone @mentions you in a conversation. Now you also get to configure whether to receive notifications with sound or not at your convenience.
To configure notification settings,
- Go to Settings > Notifications
- Under Notification when active on web you'll be displayed with two options to choose between: Receive with sound and Receive quietly
You can select either one of the options based on how you'd like to receive mobile notifications when you're active on the web.
I hope that you'll try out all the new updates and be your most productive self on Cliq.
See y'all with a new set of updates.
Best,
Shanthana Lakshmi S
Recent Topics
Delivery note template
We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing
INTERCOMPANIES INVOICING
Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices
Zoho CRM Theme Color?
I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently
How can i force the user to select a project when creating an invoice ?
Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.
Sales
1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?
Include Project Hours when Creating Estimates from Projects
Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given
acc
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//
South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring
CRM Implementation
I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?
Zoho Social integration with Zoho Flow
Is there any plans for Zoho Social integration with Zoho Flow?
Marketing 2.0 has been a catastrophe
Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.
Cannot average "Duration (Time)" from Pick List History Tracking in Reports
Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar
Customer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regards
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on
Need to send a single email to up to 20 recipients
I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow
Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
Unable to Schedule One-to-One Emails in Zoho CRM
Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve
Canvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
Repeatable Fields/Sections in Zoho CRM
Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named
Zoho Analytics: Requests for view access
Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rules
Boolean Fields in Mail Merge Displaying as Checkmarks
I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?
Formula in Sub Form
Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there
Email alias already exist
Hello, I'm getting an error message the email alias already exist when attempting to add 2 email addresses. The emails are associated with an account I deleted. I started a new account and need to add them back to get 1 email at each. I have an open ticket
Migrate emails from a shared mail box to a private mail box
How is possible migrate a shared mail box if the migration tool require a password, and the shared mail dosent have ?
Support poor service
I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is
Zoho say my domain seems to be already associated with another account
I created a zoho account for try my domain mail configuration. When I want to add my domain in this page https://mailadmin.zoho.com/hosting?plan=free then this shows an error that is "This domain is already associated with this account a*****n@f*****."
Incorrect Device Time
Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?
Get user images by API
Hi For our internal management software, I want to retrieve user photos via REST API: curl --location --request GET 'https://profile.zoho.com/file?fs=thumb&ID=<zoid>' \ --header 'Authorization: Zoho-oauthtoken <token>' The token has `profile.userphoto.ALL`,
Depois de 1 ano não consigo receber e-mail
Consigo enviar e-mails mas não estou recebendo nenhum e-mail isso aconteceu pontualmente após eu completar 1 ano de uso. Me ajudem por favor
Submitted form URL
I am using the feature "Include a link to allow respondents to edit their responses" for the first time. This URL is included in the email sent to the user after they press Submit. If a form is Saved, there is a section called Partially Saved Entries
Function for Emails tranfer from Lead to Deal
Hi Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different. I am making function control conversation for Leads but I have problem with transferring
Create a new immigration service- Similar to immigration law software
It will be good if you can build a new service. Data will be pulled from the employee form. Then automatically users should be able to complete immigration forms like I 129, ETA 9089, ETA 9035 E, G- 28, W4, I 9 PDF forms and then be able to send for signature with Zoho sign. Immigration Softwares like docketwise can be used for ideas. The advantage with this it sits within Zoho people and employees don't have to feed data in another system
Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that
Zoho Meeting very bad video quality
Hello, I need 1080p HD on my Zoho Meeting as explained here: Low Resolution/Quality Video (zoho.com) Currently, video quality is lagging with 400mb internet which is not acceptable for my business. My 1080p 60FPS webcam performs well on platforms like
Contacts with Deals not appearing.
What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
CRM limit reached: only 2 subforms can be created
we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
Version of Cliq included with Zoho One and Limitations
I'm confused by the information presented in the application detail page of Zoho One. I'm a solopreneur with a single-seat Zoho One Enterprise license and I need to communicate externally .. extensively. The plan details page suggests channels are limited to 100 members. Whereas the pricing plan comparison page on the Cliq marketing site says 2500 for enterprise level. If it's 100... that's going to kill my use case as it is my understanding that external customers can only be communicated with
Resubmit for Approval for Zoho Books Module in CRM
The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and
Upload edited meeting recording for attendees to download
Hi Would it be possible to let meeting organisers upload an edited version of the meeting recording? Usage case: most of us probably start a meeting 15 minutes before the official start time. It would be nice to trim that dead time off the recording.
Next Page