What's new in Zoho Cliq - Feb/March 2021

What's new in Zoho Cliq - Feb/March 2021

Hey Everyone, 

Here are some noteworthy and useful updates that you do not want to miss out on.

The all new navigation sidebar  

The upgraded navigation sidebar in Cliq prioritizes your ease for accessibility. It allows you to collaborate and communicate efficiently by bringing all the significant components that you frequently access under one roof.



The navigation sidebar is further powered with four new access sections to help you connect and collaborate better.
  • Files: All the files shared in Cliq, that you have access to can be found here.

  • History: The History section contains the logs of your entire direct calls, group calls, conversations and broadcasts. From the chat history, you can contextually search and retrieve the required data from your past conversations.

  • People: You can easily find and connect with people in your organization from the people section in the Cliq navigation sidebar.

  • Widgets: Extensions in Cliq are often accompanied by widgets.  All these widgets can be accessed easily from here.



Set a default status while Check-in/Check-out  

Missing to update your current availability status once you login to Cliq? We now have options to set a default status to be auto updated every time you login and log out.

 

Here's how: Navigate to Profile & Settings  --> Status


Select a preferable option to be auto updated as your default status or choose to have a status update popup to remind you, every time you login.



Locate your files easily with OCR

The Cliq search bar is now powered with optical character recognition. You can now search using not just the file name but also using any text in the images shared. You can further use the following search options to narrow down your search results.

  • filenamehas: filename

  • linkhas: linkdetail

  • filehas: filecontent

Hide the chatlets created via Zoho Meeting

Profile & Settings --> General --> Scroll down to Chatlets section

 

Chatlets, as you know are chat windows that can be created from a Zoho product that Cliq is integrated with. they provide you the space to Chatlets, as you know are chat windows that can be created from a Zoho product that Cliq is integrated with. they provide you the space to engage in a conversation from within the Cliq interface.

 

Incase you want to disable the chatlet for Zoho Meeting integration within Cliq, you can do so from here. Once you disable it, the chatlet will not be available within your Cliq interface.




Join in more participants in video/audio conference

You can now add up to 1000 participants in a video conference and up to 60 participants in an audio conference. 


Do try out all the new updates to be your most productive self on Cliq. To view all the updates in Cliq, head over to What's new on Cliq.

See y'all with a new set of updates.

 

Regards,

Priya




    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

                                                                                                            • Marketing Automation List Entry Criteria is no longer an option

                                                                                                              For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. Anyone
                                                                                                            • GCLID arrives not in CRM with iframe integrated ZOHO Form

                                                                                                              Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.
                                                                                                            • How to overcome Zoho Deluge's time limit?

                                                                                                              I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
                                                                                                            • Add Webhook Response Module to Zoho Flow

                                                                                                              Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements
                                                                                                            • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

                                                                                                              Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to
                                                                                                            • Is it possible to edit placeholder text?

                                                                                                              In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting
                                                                                                            • Delay function execute

                                                                                                              I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there
                                                                                                            • How to allow download of a file AFTER information is collected?

                                                                                                              I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is
                                                                                                            • Add Baseline methods to API

                                                                                                              There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point
                                                                                                            • Bulk Fill In & Edit PO/Bill/SO/Invoice

                                                                                                              Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.
                                                                                                            • Fixed Assets beg balance

                                                                                                              Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process
                                                                                                            • Syncing with Google calendar, Tasks and Events

                                                                                                              Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
                                                                                                            • CRM Deluge how can link attach file with workdrive file.

                                                                                                              Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you
                                                                                                            • Feature announcement: AI-powered document generator in Zoho Sign

                                                                                                              Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in
                                                                                                            • Permanently deleted files

                                                                                                              Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.
                                                                                                            • Shared Mailbox in iOS app

                                                                                                              Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody
                                                                                                            • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

                                                                                                              Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried
                                                                                                            • Revenue Management: #6 Revenue Recognition in Professional Services Industry

                                                                                                              If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project
                                                                                                            • Zoho fsm scheduled maintenance dispatch

                                                                                                              Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,
                                                                                                            • Template modifiactions

                                                                                                              Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the
                                                                                                            • zoho.inventory.getRecords returns no records

                                                                                                              I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection
                                                                                                            • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

                                                                                                              We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found
                                                                                                            • Feature announcement - Simplifying document creation with Zoho Sign

                                                                                                              Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This
                                                                                                            • Integrating File Attachments in Zoho Flow Email Notifications

                                                                                                              Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger
                                                                                                            • Zoho Mail SMTP IP addresses

                                                                                                              We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
                                                                                                            • Zoho project purchases

                                                                                                              Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.
                                                                                                            • Create Tasklist with Tasklist Template using API v3

                                                                                                              In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to
                                                                                                            • How can I restore all the deleted Time entries of a Task in Zoho Projects

                                                                                                              How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore
                                                                                                            • Is there a way to make an account inactive in ZoHo Desk

                                                                                                              We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.
                                                                                                            • How to set the value of the Phone field importing contacts in Zoho Desk

                                                                                                              Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.
                                                                                                            • Set Custom Icon for Custom Modules in new Zoho CRM UI

                                                                                                            • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

                                                                                                              I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
                                                                                                            • How to center a field inside a section?

                                                                                                              I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but
                                                                                                            • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

                                                                                                              Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom
                                                                                                            • Showing the map along with mileage expense

                                                                                                              When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
                                                                                                            • Enable Validation Rule for Multi-Select Picklist Field

                                                                                                              Zoho, Please allow validation rules for multi-select fields.
                                                                                                            • File Upload field not showing in workflow

                                                                                                              Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
                                                                                                            • CRM Custom function updating a module record shows the Super Admin user as the record modifier

                                                                                                              Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
                                                                                                            • Best practice importing items and matching assemblies

                                                                                                              Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine
                                                                                                            • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

                                                                                                              Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data
                                                                                                            • Next Page