User Fields in Cliq

User Fields in Cliq

A user's profile is the face of the user in Cliq organization. The profile contains all info about a user right from their department, designation to their seating location.  Cliq offers 15 default profile fields that admins can use to enrich their users' profile view for easy collaboration. Apart from the 15 default fields, Cliq allows up to 10 custom user fields to customize your users' profiles further.      
Note:  Default user fields offered in Cliq cannot be removed from the user field section

Creating custom User Fields in Cliq   

  • To create customize user fields, navigate to Cliq Admin Panel

  • Select User Fields under Customization

  • To add a new field either click on the Add Field button or drag and drop the user field options available

  • Enter field name

  • Choose a field type by clicking on the drop down

  • You can also choose to mark the fields as follows:

    ➤   Mark field as mandatory

    ➤   Allow users to edit

    ➤   Mark as PII field

  • Click Add

 

 Note : All PII fields are encrypted in Cliq (PII: Personally Identifiable Information data are information information that can be used by organizations on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context.) Marking the field as PII in Cliq is a one-time process that isn't reversible. 

Actions available   
  • Editing a user field   

  • Disable a custom field

  • Delete a custom field  

 

 

Editing a user field

  • Click on the Edit button

  • Make the required changes

  • Click on Save  

Disable a custom field

 

To disable a custom field, click on the eye button.

 

Deleting a custom field

 

Click on the delete button to delete the custom field. Once a custom field is deleted, all user data fed under the field will be lost and is not recoverable. 

 

Layout actions

  • Preview Layout

  • Edit Layout 

View layout

 

Clicking on the View layout will show you how the layout of the user profile looks like in Web, IOS and Android applications.

 

The layout is available in the following views

  1. Quick info
  2. Profile layout

  


Edit layout

  • To edit the layout, click on View layout -> Edit

  • Add or delete required sections

  • Click on Save




        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now




                                                                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


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        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 Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                • Related Articles

                                                                                                                                • 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 ...
                                                                                                                                • What are user fields?

                                                                                                                                  User fields are used to enter information about a user's profile that can be viewed by other members of the organization. To view and edit the user fields, do the following: Navigate to Admin Panel. Under Customization, select User Fields. There are ...
                                                                                                                                • How to add user fields?

                                                                                                                                  You can create a user custom field by the following steps: Click your contact image and navigate to Admin Panel. Under Customization, select User Fields. You will find the default user fields with a lock icon. To create your own user field, click on ...
                                                                                                                                • How to create custom user fields?

                                                                                                                                  You can create a user custom field by the following steps: Click your contact image and navigate to Admin Panel. Under Customization, select User Fields. You will find the default user fields with a lock icon. To create your own user field, click on ...
                                                                                                                                • How do I view and edit user profiles in Cliq?

                                                                                                                                  An admin can view and edit user info of their organization by following the below steps: In the Admin Panel, under the Users & Profiles module, click on Users. All the existing users in your organization will be listed. Clicking on a specific user ...
                                                                                                                                  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