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

        All-in-one knowledge management and training platform for your employees and customers.







                              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

                                                                                                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

                                                                                                                • Foutmelding bij uitvoering/opslaan functie 'Left expression is of type TEXT and right expression is of type NUMBER'

                                                                                                                  Hoi! Ik heb een workflow (zie bijlage) die wordt getriggerd zodra de verwachte weekomzet van een bedrijf wordt aangepast naar een bedrag hoger dan 0. Op dat moment moet een functie (zie bijlage) gaan berekenen wat het benodigde kredietlimiet moet zijn.
                                                                                                                • Enable Free External Collaboration on Notecards in Zoho Notebook

                                                                                                                  Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external
                                                                                                                • Hoe kun je Nederlandse loonstroken boek in Zoho Books?

                                                                                                                  Beste Community, Heeft er iemand een idee hoe je standaard loonstroken kunt inboeken in Zoho Books? Ik ben benieuwd hoe jullie dit doen en wat de mogelijkheden zijn.
                                                                                                                • Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books

                                                                                                                  Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,
                                                                                                                • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

                                                                                                                  Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
                                                                                                                • I wish to upload 40000 Resumes in Zoho Recruit Database. Can I do this in batch of 1000 Resumes ?

                                                                                                                  I would like to upload thousand or few hundred of resumes in Zoho Recruit in one go. Please let me know how can I do this Or migrate my 40000 resumes from previous ATS to Zoho Recruit.
                                                                                                                • Possible to delete the "Big Deal Alert" in Zoho CRM?

                                                                                                                  Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.
                                                                                                                • Inclusion is the new engagement

                                                                                                                  When in a very challenging situation, you may have peers or friends around you saying, “Everything will be okay.” They speak to you in a way that they are connected or in a language or tone that feels close. But your inner voice comes to you in a truly
                                                                                                                • Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

                                                                                                                  Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on
                                                                                                                • Windows Desktop App - request to add minimization/startup options

                                                                                                                  Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
                                                                                                                • Allow selection of select inactive users in User data fields

                                                                                                                  Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the
                                                                                                                • [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

                                                                                                                  Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data
                                                                                                                • ZOHO.CRM.UI.Record.open not working properly

                                                                                                                  I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
                                                                                                                • How Does Knowledge Base Search and Article Recommendation Work?

                                                                                                                  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine
                                                                                                                • Super Admin Logging in as another User

                                                                                                                  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                                • Do buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?

                                                                                                                  In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a
                                                                                                                • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

                                                                                                                  Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's
                                                                                                                • How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?

                                                                                                                  Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the
                                                                                                                • Custom Fonts in Zoho CRM Template Builder

                                                                                                                  Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                                • How can I effectively manage a website with your help?

                                                                                                                  I’m wondering if it’s possible to develop a custom website with specific features using Zoho as an alternative platform. My goal is to create a website similar to https://tmsim.ph, with the same kind of functionality and user experience. I would truly
                                                                                                                • Introducing the Yes/No field: Binary decisions made beautiful

                                                                                                                  Greetings, form architects! What would you do when you need a simple yes/no answer on your form? Normally, you add a Radio field. Type Yes. Type No. Until now. The new Yes/No field is purpose-built for binary decisions. It is preconfigured, visually consistent,
                                                                                                                • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

                                                                                                                  Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets
                                                                                                                • Move email between inboxes?

                                                                                                                  Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
                                                                                                                • The power of workflows in Zoho Marketing Automation - Video Webinar

                                                                                                                  In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows can
                                                                                                                • Offer already made- but I withdrew it

                                                                                                                  I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've
                                                                                                                • Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

                                                                                                                  Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patterns
                                                                                                                • Task list flag Internal/External for all phases

                                                                                                                  Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the
                                                                                                                • Approvals in Zoho Creator

                                                                                                                  Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.
                                                                                                                • Introducing Rule-Based AI Coding Assistants for Zoho Finance Widgets

                                                                                                                  Hello customers, We’ve introduced rule-based AI coding assistants to speed up Zoho Finance widget development. You can try them out in Cursor AI and GitHub Copilot. This helps you build widgets quickly using simple prompts, while ensuring the generated
                                                                                                                • Marketing Tip #21: Create an About Us page

                                                                                                                  People don’t just buy products, they buy from brands they trust. An About Us page helps customers understand who you are, what you stand for, and why your business exists. It adds a human touch to your store and reassures shoppers that there’s a real
                                                                                                                • Zobot to handle single choice menu when dynamic list content is more than 10 items

                                                                                                                  Whatsapp supports maximum of only 10 items for its single choice menu. When we need to show a dynamic list with content more than 10, this could be challenging. We essentially need to add a next and previous buton here in order to make it functional.
                                                                                                                • Add the ability to Hide Pages in Page Rules

                                                                                                                  Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only
                                                                                                                • Column letter from number

                                                                                                                  Hello, I am trying to select a cell and i have the column number. How do i do this or is there a way of getting the letter from the number? Thank you
                                                                                                                • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                                • Composite Product (kit) - Dynamic Pricing

                                                                                                                  I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the
                                                                                                                • View Answer Bot conversations?

                                                                                                                  We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des
                                                                                                                • 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
                                                                                                                • Smarter holiday planning with yearly-specific Holiday Lists

                                                                                                                  Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage
                                                                                                                • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

                                                                                                                  We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
                                                                                                                • Zoho Writer for Proposals

                                                                                                                  Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone is
                                                                                                                • Next Page