How can an admin configure quick actions for mobile access in Cliq?

How can an admin configure quick actions for mobile access in Cliq?

You can configure what quick actions your org users can perform when they long press the mobile app.
To configure quick actions, do the following:
  1. Navigate to the Admin Panel and go to Configurations.
  2. Select Mobile Access and enable the Quick Actions toggle button and select Configure to select the actions to be added in quick actions.
  3. Drag and drop options to the preview for adding it to your Android or iOS app.
  4. Click on Save for the changes to be reflected. When you long press the Cliq app icon in your mobile, this is how the quick actions appear.
You can add the following options that are available to quick actions:
  • Quick chat
    You can start chat with your contacts using the quick chat option. You will also find the start group chat and start meeting option.
  • Change status
    This option will help you change your Cliq status with default or custom statuses.
  • Global search
    You can instantly search for users, channels, chats, bots, department, threads and messages using the global search.
  • Do not disturb
    This option helps to enable the DND mode.
  • Frequently contacted user(available only for Android)
    All your frequently contacted users list will appear. You can start a call or send a message.
  • New meeting
    This option will start a meeting and you will have to add participants to the meeting.
  • New event
    Quickly start a face-to-face, audio or video meeting using this option.
  • Unread chats
    All the chats you haven't read yet will be displayed here.
  • Switch account
    If you have multiple accounts, the other accounts will be listed and you can switch between them instantly.
  • Scan QR(available only for Android)
    This option helps you scan the QR code generated in Cliq's form view handler.
Note:
  1. To remove a quick action, select the cross mark (x) and to add a quick action, drag and drop the desired quick action to the preview.
  2. The maximum limit you can add is 4 tabs.

    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

                                                                                                  • How to create a thread in Cliq?

                                                                                                    Enabling threads in Cliq To enable Threads navigate to the Permissions section of threads by clicking on the channel icon and selecting Permissions or select Channel Info made available in Actions menu in the channel. Click on Reply Modes dropdown ...
                                                                                                  • What is a Cliq network and how to set it up?

                                                                                                    Cliq network is a dedicated space to collaborate with your external business stakeholders such as partners, vendors, agencies, consultants, volunteers and more. It equips you with an extensive set of configurable permissions to facilitate controlled ...
                                                                                                  • How does an admin configure permissions based on roles in Cliq?

                                                                                                    You can configure permissions based on roles in Cliq to restrict users from performing certain actions. To enable/disable permissions, do the following: Navigate to the Admin Panel, under Permissions, select Roles. Hover over the role you want to add ...
                                                                                                  • How to configure Quick emoji reactions in Cliq?

                                                                                                    Configuring quick emoji reactions in Cliq will allow you to access the emojis, you most frequently use by just hovering over the message you receive. To configure quick emoji, navigate to Profile and Settings -> General -> scroll down to Quick emoji ...
                                                                                                  • Cliq Mobile Settings (Android)

                                                                                                    You can quickly configure your app to manage status, notifications, themes, privacy and security, personalize, and set up data and storage-specific settings using the Cliq mobile app. Go to your mobile app, click your contact image and select ...
                                                                                                    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