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





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • 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

                                                                                                            • COQL order by COUNT not working

                                                                                                              Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select
                                                                                                            • I want to duplicate a report and name it something else

                                                                                                              Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report please
                                                                                                            • Zoho CRM: Sales Rep Professional Certification Program on Coursera

                                                                                                              We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities
                                                                                                            • OS X Notebook quits immediately upon launch

                                                                                                              NoteBook for OS X (Sequoia, but also under Sonoma) always quits immediately upon launch (so I cannot use the "Attach user log" option). I've restarted my MacBook but the problem persists. If it helps, attached is a diagnostic report from Library>Log
                                                                                                            • Can External users upload files or images to WorkDrive?

                                                                                                              I want to know if it is possible for someone externally through a link and PW be able to upload files and images onto WorkDrive?
                                                                                                            • Multi-line fields character limits

                                                                                                              Is there a way to set the character limit higher on multi-line fields so that we are not losing information pasted into the field? When the text is entered or pasted, there is no error to say that the text is too large. After saving and going back to view most of the text is gone.   Also, when viewing the resume, the text is not wrapped in the multi line fields and can t be read without scrolling across the page.
                                                                                                            • Taz bot not working — What should I do to resolve this issue?

                                                                                                              I am experiencing issues with the Taz bot in Zoho Cliq—not receiving responses or it does not seem to work as expected. Could you please explain why the Taz bot might not be functioning and what steps I should take to resolve this issue? Thank you!
                                                                                                            • Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses

                                                                                                              Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work well
                                                                                                            • OneNote Migration

                                                                                                              I am trying to migrate two notebooks from OneNote. For five days now I have had no notification that migration has completed and the migration page show 50% complete - one notebook completed one not finished. It just stays like this. I am unable to cancel
                                                                                                            • Set various time slot reminders for task and event

                                                                                                              Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min and
                                                                                                            • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                              so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                            • Zoho Calendar not functioning---cannot edit, add attendees, etc.

                                                                                                              Hello, My calendar is acting strange. I'm using Chrome as my browser and pop ups are not blocked (the calendar worked fine yesterday). When creating an event, I'm not able to "edit" the event and add attendees, etc. The link is non-responsive. I cannot
                                                                                                            • Spilt Axis for stacked column and line graph

                                                                                                              Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stacked
                                                                                                            • Pin a note on top

                                                                                                              Dear Zoho Notebook Team, Please highly consider adding ability to pin a note on top and arrange pinned notes. I have a lot of notes that I want to pin important ones on top and this feature is missing badly. Thank you.
                                                                                                            • Windows 11 app ver 2.2.8

                                                                                                              I have been trialing Zoho Notes syncing between my PC and iphone. No problems with iphone but the Windows 64 bit app ver 2.2.8 was very buggy and would lock up completely, needing a Control Alt Delete etc to close it down. It seemed to be connected to
                                                                                                            • Deluge Script: Onboarding → Access Form

                                                                                                              Hello everyone, Edit: Sorry, I think I put this topic in the wrong section. I’ve recently run into an issue that’s been giving me a bit of a headache for the past few weeks. Context: This is my first time using Deluge to create a script, but it’s not
                                                                                                            • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

                                                                                                              Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
                                                                                                            • Windows Device Authentication

                                                                                                              We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, it
                                                                                                            • How can I change spell check language?

                                                                                                              I cannot find the way to change spell check language. My "display language" is English, and I want to have the same one for Spell Check, but it is Russian!!! How can I change it? In one of your explanations you mentioned that I have to choose it from
                                                                                                            • Mail is so slow - doesn't even work!

                                                                                                              Mail has been getting slower and slower - and today it's not even pulling up emails in either Inbox or Unread. This is beyond frustrating since email is a big part of business. Sent a request through the useless help portal - no response. Called the useless
                                                                                                            • User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts.

                                                                                                              I am the administrator for joelles.com One of our accounts has been blocked saying this: User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. I cannot change the disabled account in the control panel as it says that it
                                                                                                            • My domain did not activate

                                                                                                              Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.
                                                                                                            • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

                                                                                                              Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
                                                                                                            • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

                                                                                                              I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
                                                                                                            • how to see if a specific contact opened an email in zoho campaign?

                                                                                                              how to see if a specific contact opened an email in zoho campaign?
                                                                                                            • Rich Text For Notes in Zoho CRM

                                                                                                              Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                            • Revenue Management: #8 Revenue Recognition in Educational & Training Institutions

                                                                                                              Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.
                                                                                                            • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

                                                                                                              Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
                                                                                                            • how to use validation rules in subform

                                                                                                              Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
                                                                                                            • Using files from Zoho CRM in Gemini/ChatGPT/Claude

                                                                                                              Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
                                                                                                            • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

                                                                                                              Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
                                                                                                            • Maximum file limit in zoho people LMS

                                                                                                              Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations
                                                                                                            • Displaying related quotes in sales order and back

                                                                                                              Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
                                                                                                            • automations: Can I execute a step on a specific date?

                                                                                                              I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending
                                                                                                            • Dynamically prefill ticket fields

                                                                                                              Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller
                                                                                                            • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

                                                                                                              All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it
                                                                                                            • Has anyone created a public ASAP Guide that I can check out?

                                                                                                              I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend
                                                                                                            • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                                                                                              Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
                                                                                                            • What’s New in Zoho Analytics – September 2025

                                                                                                              Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
                                                                                                            • Zoho MCP has no tools for Creator or 3rd Party Apps?

                                                                                                              I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.
                                                                                                            • Next Page