Exploring Cliq Module in Trident for Windows

Exploring Cliq Module in Trident for Windows

The Cliq module in Trident simplifies your team's communication with chats and calls, so you can stay connected with your colleagues and get work done anywhere, anytime.

Using Remote Work Tools      

The remote work tools help bridge the gap between your physical workspace and your remote work setup. On the homepage, you can find the following:

  • Cliq Status: Keep your team informed about your availability with the available status options.

  • Check In and Check Out: Clock your working hours with check in and check out.

  • Meetings: Track and join ongoing virtual meetings.

  • Department View: Search for the members of a department or an individual across an organization.

  • Frequent Contacts: Chat with your frequent contacts.

  • Reminders for Today: View all the reminders set by you or assigned to you for that day.

  

You can shift between the chat and file view by toggling to the tab you want.

Chats: Space to list the chatboxes.  

Files: Space to list all the sent and received media.

Understanding  Types of Chats  

Conversations happen in one-on-one chats, groups, and channels, and are recorded as transcripts in a chat window.

The chatbox header consists of:

  • Chat details: Displays user, group, channel, and thread information such as name, profile image, and Cliq status.

  • Call icon: To initiate audio, video, and screen-share calls.

  • More options icon: These options make your communication easy to access and effortless to share. They vary for one-on-one chats, groups, channels, and threads. You can learn more about them here.

One-on-One Chats 

These happen between two people in the chatbox, which gives you a dedicated space to send and receive messages. Learn how to use the features of one-on-one chats here.

Group Chats 

These happen between three or more people, and primarily serve short-lived, ad-hoc, dynamic discussions and accommodate up to 500 users. Group chats are not self-discoverable and do not impose any chat restrictions for group members.

 Channels 

These serve as a great platform for internal and external collaboration and communication around a common topic. You can look for the channels and join them based on visibility rights. An organization can have unlimited channels.

Types of Channels 

You can create four types of channels in Cliq, to send the right message to the right audience.  

Organization Channels  : The purpose of organization channels is to enhance collaboration across the organization members. You can create these channels and add participants on a range of topics from #HR-Announcements to #IT-Support.


Team Channels  : Team channels make it easier to collaborate among different teams or within one team. You can communicate through these channels to exchange ideas and complete daily tasks. You can also create team channels for various departments such as #marketing, #development, #sales, and so on.


Personal Channels  : Personal channels act as a medium for informal conversations among colleagues or friends who share a common interest in something. You can create personal channels to chat with your lunch gang or plan the trip you've been thinking about.


External Channels:   External Channels allow you to communicate and collaborate with external users from different organizations. It’s a great way to connect with clients, vendors, and customers.


User Roles in Channels 

In channels, users can be assigned four different roles with varying permission levels.

  1. Super Admin: The creator of the channel will be the super admin for external and personal channels. They'll also be the admins in any organization or team channels they create. Super admins have the most privileges and have complete control over a channel's actions.

  1. Admin: The super admin assigns the role of admin. In organizational and team channels, the creator is the channel's admin.

  1. Moderator: The role of a moderator is assigned to members by super admin and admin.

  1. Member: All other users in the channel are considered as members.


Threads 

Threads in channels are groups of messages that relate to a particular topic. Each message succeeds the parent message, ensuring that the context isn't lost. By creating multiple threads for the same channel, you can have conversations about various topics without disrupting other channel discussions.

Calls and Meetings  

You can make and receive individual, group, and channel audio, video, and screen-shared calls and meetings. You can chat while on a call and seamlessly switch from an audio to a video call, or vice versa.  

You can host both audio and video meetings for up to 1,000 participants at a time. You can start new meetings instantly and then invite users later. What's more, you can securely add non-organization members to your meetings by simply sharing the meeting invitation or link.

Searching in Cliq     

The search feature consists of four sections: Filters, frequent contacts, search parameters, and recent searches.

You can view all of the search results, or filter them by whether they are:

  • Chats

  • Contacts

  • Channels

  • Threads

  • Messages

Further, you can narrow down your search results using the following parameters:

  • From: To search for a message from a contact

  • To: To search for a message that you've sent a contact

  • In: To search for a message in a specified channel

  • After: To search for a message after a certain date

  • Before: To search for a message before a certain date

  • On: To search for a message on a certain date

  • File name has: To search for a file with a specified name

  • Link has: To search for a link with a specified text

Your frequent contacts are listed in the search drop-down menu to help you initiate chats with them. Clicking on any of the recent searches will take you straight to the search result.

Note: Only the last five recent searches are listed.

  

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Exploring Contacts Module in Trident For Windows

                                                                                                        The Contacts module in Trident is a centralized hub for all your contact information, facilitating seamless and instant connections with your contacts. Viewing Contacts You will find all of your contacts segregated into personal and organizational ...
                                                                                                      • Exploring Cliq Widget in Trident for Windows

                                                                                                        In this article, we'll see how the Cliq widget in Trident enables you to update your Cliq status, as well as search through, view, and manage your chats. Updating Cliq Status To update your Cliq status: Click open the status drop-down menu. Select ...
                                                                                                      • Exploring Cliq Module in Trident for Mac

                                                                                                        The Cliq module in Trident simplifies your team's communication with chats and calls, so you can stay connected with your colleagues and get work done anywhere, anytime. Remote Work Tools The remote work tools help teams connect across locations and ...
                                                                                                      • Exploring Notes Module in Trident for Windows

                                                                                                        With Trident's built-in Notes, you can keep your thoughts in order, easily organize information, and search for them whenever you need. Creating Different Types of Notes You can create two types of notes in Trident: Personal notes: Notes that are ...
                                                                                                      • Exploring Calendar Module in Trident for Windows

                                                                                                        Trident's integrated Calendar module enables you to track, plan, and manage your schedules and team events from one place. Understanding Unified Calendar Trident offers a variety of calendar types as follows so you can have a unified calendaring ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

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



                                                                                                          eBooks

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



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources