Zoho Cliq 4.0 : Admin Controls and Customization options

Zoho Cliq 4.0 : Admin Controls and Customization options

Zoho Cliq offers admins a panel where they can set up and manage their organization account. The admins' top concern has been preventing the leak of important organization data. We are excited to announce the release of three such crucial features in Zoho Cliq. Now, admins will have control over managing the resources users have created. They can customize the navigation sidebar and restrict users from arranging the modules. They can also set up role based permissions to restrict downloading or forwarding data.
  1. Manage resources users create
    Admins can manage internal apps that users create. Let's say there are a few apps that have vulnerable code. They can disable the apps to fix and activate them.

    They can also handle other actions like assigning ownership to another user or deleting resources that are not necessary. To know how you as an admin can manage your organization resources, refer to the following help doc.
  2. Customize navigation sidebar
    Admins can customize the arrangement of the modules in the navigation sidebar and restrict users from changing it. This way, the modules remain constant throughout the entire organization. By simply dragging and dropping modules, you can set up all the important modules on the left side.

    To know how you can set up the navigation sidebar for your organization, refer to the following help doc
  3. Restrict downloading or forwarding data
    Admins can restrict users from downloading or forwarding files based on their roles. This way, your organization's data remains safe, and only authorized roles can exchange sensitive information.
    To know how you can enable restriction based on roles for your organization, refer to the following help doc.
  4. Message translation
    Admins can enable message translation for the organization via Zia or Google Translator. 
    To know how you can enable message translation for your organization, refer to the following help doc.


    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                                              With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
                                                            • New in Zoho Chat: Threaded conversation at its finest best

                                                              Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 
                                                            • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

                                                              Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
                                                            • What's new in Zoho Cliq - June 2020 updates

                                                              Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's
                                                            • 4 Things You Should Do Once You Get Started with Cliq

                                                              Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which


                                                            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

                                                                                                              • Outlook - Zoho CRM Calendar Integration

                                                                                                                I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated
                                                                                                              • Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

                                                                                                                Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?
                                                                                                              • 【Zoho CRM】ポータル機能のアップデート

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待:指定した条件を満たすユーザーに、自動で招待を送信 招待設定:招待メールの言語を選択し、言語ごとに条件を設定可能
                                                                                                              • Contact data removes Account data when creating a quote

                                                                                                                Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                                                                                              • I need to know the IP address of ZOHO CRM.

                                                                                                                The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below
                                                                                                              • Email was sent out without our permission

                                                                                                                Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?
                                                                                                              • IMAP search support

                                                                                                                Does Zoho Mail support IMAP search? https://www.rfc-editor.org/rfc/rfc9051.html#name-search-command TEXT <string> Messages that contain the specified string in the header (including MIME header fields) or body of the message. Servers are allowed to implement
                                                                                                              • Export all of our manuals from Zoho Learn in one go

                                                                                                                Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
                                                                                                              • Automation#31: Automate Splitting Names for New Contact Records

                                                                                                                Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,
                                                                                                              • Automatically remove commas

                                                                                                                Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
                                                                                                              • Can not add m365 outlook account to zohomail.

                                                                                                                I am attempting to use zoho mail as an imap client to add my outlook.com m365 account. In the m365 exchange admin center i have made sure the imap is enabled. In zoho mail i go to settings, mail accounts, add account, add imap account, i select "outlook",
                                                                                                              • Transfer ownership of files and folders in My Folders

                                                                                                                People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there
                                                                                                              • Project Change Orders and Additions

                                                                                                                We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
                                                                                                              • ZOHO Desk - Description of slave ticket disappeared after Merge

                                                                                                                Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. Could
                                                                                                              • How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?

                                                                                                                I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a link
                                                                                                              • Problem Adding Facebook Account

                                                                                                                Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main Facebook
                                                                                                              • Zoho Desk Teams App is not loading

                                                                                                                Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. Kindly
                                                                                                              • About Meetings (Events module)

                                                                                                                I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the
                                                                                                              • Zoho People - Retrieve the Leave Details - get("LeaveCount")

                                                                                                                Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the
                                                                                                              • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                                Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                                                                                              • Which WhatsApp API works seamlessly with Zoho CRM?

                                                                                                                I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:
                                                                                                              • Allow people to sign a zoho form by using esign or scanned signature

                                                                                                                Allow people to sign a zoho form by using esign or scanned signature
                                                                                                              • Button to Reapply Filters on Sheet(s)

                                                                                                                I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()
                                                                                                              • Forgot my admin Panel Id and password

                                                                                                                Sir, I have an account , where a domain mycityestate.in is added for Zoho email , now it is hard for me to manage email because i have forgotten the Email account and password registered with Admin Panel of Zoho. Just need email name which is registered
                                                                                                              • Integrate Multiple ZohoBooks organization with zoho projects

                                                                                                                We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a
                                                                                                              • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

                                                                                                                Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services
                                                                                                              • Flexible Partial-Use Coupons (Stored Value Credits)

                                                                                                                Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced
                                                                                                              • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

                                                                                                                Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category
                                                                                                              • How do I add todays date to merge field

                                                                                                                I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John
                                                                                                              • Polish signer experience to compete with docusign

                                                                                                                I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the
                                                                                                              • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                                                                                                Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                                                                                              • Uplifted homepage experience

                                                                                                                Hello everyone, Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets, analytic components, and Kiosk. With the following improvements, the homepage is now a smarter,
                                                                                                              • Tracking Emails sent through Outlook

                                                                                                                All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
                                                                                                              • Whats that

                                                                                                                Price?
                                                                                                              • Crossbeam

                                                                                                                Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work
                                                                                                              • The same Contact associated to multiple Companies - Deals

                                                                                                                Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the
                                                                                                              • How to Print the Data Model Zoho CRM

                                                                                                                I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
                                                                                                              • Convert invoice from zoho to xml with all details

                                                                                                                How to convert an Invoice to XML format with all details
                                                                                                              • Portals-Adjust Column Sizes

                                                                                                                I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?
                                                                                                              • Add link/button to open approved record from approval list and detail views?

                                                                                                                Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for them
                                                                                                              • Next Page