Cliq's 2019 Update : #1 Be in the know of your data with Cliq's new Consents

Cliq's 2019 Update : #1 Be in the know of your data with Cliq's new Consents


Hello everybody,

It's been a while since I've made a post for y'all, and I come bearing news (obviously good news). Our team has put together new and exciting features, packed it into an update— the Cliq update for 2019. 

In this post we are gonna talk about one key feature in this update— Data Privacy.

Security and Privacy existing in Cliq:

1. Encryption: Your data is securely encrypted in transit and in storage, thus safe from prying hands (minds as well)!
2. T urn off Chat History: Users can turn off chat history for specific chats and ensure sensitive information is not stored anywhere, even on Cliq servers.
3. Code Reviews: Our team reviews the codes submitted by app developers to ensure that the apps hosted in our Marketplace are safe and sound!

New in line to fortify your Privacy—Consents

To manage IT asset requirements, a user say Ryan from your organization is creating a /itasset command through which all your employees can raise hardware and software requests to the IT team. 

Now when your org users use the /itasset command, certain data is accessed from them, processed and executed for the command to work. To convey what data is accessed and to give permission over the usage of those data, Consents are introduced in Cliq.

Consents are basically popups asking for permission to access the required data when using an internal tool for the first time, i.e. bots, commands, message actions and functions .These popups contain the breakdown of apis and deluge tasks used and the data required from the user to perform that action.



In the above gif, on executing the /itasset command for first time, the consent pops up. In it there are 2 fields: Account Details and Zoho Tasks. 
1. Account Details - When a user executes the command, their info like name and email id is collected to raise a request. 
2. Zoho Tasks - The collected information is stored in Ryan's database and a deluge task is triggered to post the request as a card in the IT team's channel for requests. 

So with these consent boxes each user can be aware of how and what data is accessed from them. On granting permission the user can proceed with the task. If the user feels not to allow access to the data, then they can exit the consent popup, refusing to allow access. (Refusing access will effectively stop the internal tool from performing that action.)

The consents will appear for the following tools

  • Command: When a user executes a command for the first time
  • Subscribed Bots: When a user sends message to the bot.
  • Unsubscribed Bots: When a user subscribes to a bot.
  • Message Action: On execution
  • Function: On button click / form submission

To revoke a consent for any tool, click on the Integrations icon just before your profile picture, and select the internal tool from the menu. Then look for the name of the tool that you want to revoke and click on it. In the bottom left corner click on 'View Granted Permissions' and revoke the access given.

We are also bringing in Consents when installing an integration from the Marketplace, so that the admin can be aware of what data an integration will access from their organization!

So, do y'all like our latest privacy update—Consents?

And keep an eye out in this community for the next few days. I will be posting detailed breakups of more exciting updates, sure to help you organize your workforce on Cliq.


Princy.


    Access your files securely from anywhere



                          Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner





                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ










                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Payment Gateways For South Africa

                                                                                                              Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?
                                                                                                            • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                              Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
                                                                                                            • Sales IQ - Bot Builder - Forward to Operator Action Card Improvement

                                                                                                              Hi team, It would be a great improvement to have an additional branch out of the Forward to Operator Action Card. I would like to allow 10 seconds for an operator to pick up the chat, if they don't or if they reject the chat I would like the Bot to continue
                                                                                                            • Email template for customer notification on ticket reply is not being used

                                                                                                              I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?
                                                                                                            • Global Fields

                                                                                                              Just like Global Sets for Picklists, we would like to have global fields for any kind of field. Three things that should be saved globally: 1. The Existence of the field 2. The Name and 3. Association with a module should be set up in a respective place
                                                                                                            • "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

                                                                                                              @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
                                                                                                            • how do i see a list of active End Users?

                                                                                                              looking for a list of who i sent invitations to be an End User?  who has signed up? 
                                                                                                            • Filter by technical IDs that should not be displayed

                                                                                                              Hello Zoho and Cumminity. I know I have already found similar requests elsewhere, but have not yet received a solution from Zoho. Therefore I would like to refresh the topic and hope that a solution can be found. I have reports in the Creator, which I
                                                                                                            • Modular cannot Edit in portals

                                                                                                              I have a custom module in CRM. If I create in either CRM or portals, I can edit it in the CRM but I can't edit in the portal. Even if it is created in the portal it wont edit. Anyone know why? I've created a new module and it works fine but this one
                                                                                                            • Zoho Desk - Feature Request - Add more social channels on Community user profile

                                                                                                              Hi Team, While updating my profile here I noticed that it is only possible to add Facebook and Twitter social links. 1. Please consider adding at least LinkedIn and if possible, other popular channels. 2. Please consider renaming Twitter field name to
                                                                                                            • Hide Admin Only settings

                                                                                                              It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.
                                                                                                            • "In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory

                                                                                                              I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory
                                                                                                            • Lookups from Standard Modules to Custom Modules

                                                                                                              I have created an "External Contacts" Custom Module for adding Contacts who aren't directly associated with a Customer or Vendor but who are related to Orders by being a Site Contact, Job Contact, Warehouse Contact, etc for third party. How can I go about
                                                                                                            • Using Zobot with ChatGPT Assistant Function to Trigger API Call (e.g., Weather Info)

                                                                                                              I am currently integrating Zobot with an OpenAI ChatGPT Assistant using function calling. The goal is to let the Assistant trigger specific API actions based on user queries — for example, fetching the current weather when a user asks, “What’s the weather
                                                                                                            • Train Zia answer bot on only part of Knowledge Base?

                                                                                                              We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories
                                                                                                            • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

                                                                                                              We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
                                                                                                            • How to identify a ticket merge through Webhooks?

                                                                                                              The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for the
                                                                                                            • Native SMS Integration in Zoho Desk

                                                                                                              I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,
                                                                                                            • need a third party to fix email authentication dns records

                                                                                                              at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who
                                                                                                            • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

                                                                                                              We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
                                                                                                            • Share Projects with Vendor Zoho Projects Portal

                                                                                                              I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.
                                                                                                            • Zoho Books - Sales Person Information

                                                                                                              Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows
                                                                                                            • Feature Request – Support for Stripe Direct Debit for Canadian Customers in Zoho Books

                                                                                                              I’d like to request support for Stripe Direct Debit as a payment option for Canadian customers within Zoho Books. Currently, while Stripe credit card payments are supported for Canadian businesses, there is no option to enable Direct Debit (ACH/EFT) through
                                                                                                            • Zoho Desk blank page

                                                                                                              1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                            • Timentry and Support Plan Relationship

                                                                                                              Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits
                                                                                                            • Issue with ticket replies via Slack: '+' symbols replacing spaces in emails

                                                                                                              Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution
                                                                                                            • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

                                                                                                              Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could
                                                                                                            • Zoho Creator Populate radio field with values with all the created rows subfor

                                                                                                              I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list
                                                                                                            • Currency column showing $ symbol

                                                                                                              Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank you
                                                                                                            • Android notifications not working

                                                                                                              I've set push notifications to 'on' in ZohoMail for android settings but nothing doing. Can anyone help? I do use a VPN.
                                                                                                            • my clients are not receiving mails

                                                                                                              Hi, My clients are not receiving my mails sent . may we know the reason My dns server and imap settings are perfect
                                                                                                            • Múltiple Deals when converting a Lead

                                                                                                              Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates
                                                                                                            • zoho mail and crm is very slow

                                                                                                              I have recently employed Zoho in our organisation. Even after taking high speed internet, mail and CRM takes many minutes to even load. Its really slow and faces lot of downtime.
                                                                                                            • How to use if_case with expressions other than equals

                                                                                                              I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to use
                                                                                                            • Zoho CRM's V8 APIs are here!

                                                                                                              Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered
                                                                                                            • Create global project dashboard for all users

                                                                                                              Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects.  right now, I have to modify each project dashboard per project per user.  This is not practical.  
                                                                                                            • What's New in Zoho Inventory | January - March 2025

                                                                                                              Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for
                                                                                                            • Inline images are not shown on iPhone

                                                                                                              When I add an image inline it gets displayed on a Zoho's computer software or web browser, but not on Zoho's iPhone app - the image appears to be broken and cannot be copied neither saved. What's the problem with displaying images inline when reading
                                                                                                            • Kaizen #186 : Client Script Support for Subforms

                                                                                                              Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
                                                                                                            • Viewing Live data

                                                                                                              Where can I see the live data that is sent from the device?
                                                                                                            • Next Page