How to configure names in the user fields in Cliq?

How to configure names in the user fields in Cliq?

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:

  1. Navigate to Admin Panel.

  2. Under Customization, select User Fields.

  3. There are two types of user fields - Default User Fields and Custom Fields.

  4. Default user fields are inbuilt and are provided to all Cliq users, whereas custom fields can be created by the admin.

 

Notes

Note:

  • Default user fields are marked with a lock symbol to distinguish them from custom fields.

  • Admins can edit the name of a default user field but cannot enable/disable or delete it.

  • Cliq provides 15 default user fields and allows you to create up to 10 custom user fields.

  • If your organization is integrated with Zoho People, all profile information will be fetched from Zoho People.

  • Any configurations made in Zoho People will be reflected in the user profile in Cliq.

 

Types of user fields available

  1. Text – Use this field to fill in alphanumeric descriptive information such as full name, email, etc.

  2. Numeric – Use this field to fill in digits for information such as phone number, etc.

  3. Dropdown – Use this field to select choices from the dropdown such as languages, reporting to, etc.

  4. Date Picker – Use this field to select a date information such as date of joining, etc.

  5. URL – Use this field to add URL in the information section, such as social media handles, etc.


Options available in user fields


The following options are available while creating user fields:

  1. View Layout.

  2. Add user field to create custom user fields

  3. Edit default user field

  4. Edit custom user field

  5. Enable/disable custom user field

  6. Delete custom user field

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.


NotesNote: You can select Edit to make changes to the layout and select Preview to view how the layout will appear.

Add field

  1. To create custom user field, select the Add Field button.

 

Edit default user field

  1. You can edit the name of the default user field. By selecting 'Allow users to edit', you can allow your organization users to make changes to the particular field.

Info
Info:
In the Full Name user field, users can edit the name format in Cliq. Once a format is selected, only that format will be displayed for the user field or users.

Notes

Note: To let users rename their colleagues’ names as they prefer, enable the Allow users to rename their contacts toggle.


InfoInfo: When this toggle option is enabled, the Name Format dropdown above will be disabled. In this case, the default name format is the Accounts Display Name.
Notes

Note: For custom user fields, an admin can edit, enable/disable or delete the user field.

 

Edit custom user field

  1. You can edit the name of the custom user field. By selecting the allow users to edit, you can allow your organization users to make changes to the particular field.

Enable/Disable custom user field

  1. You can disable a custom user field so that it does not appear in the user's profile.

 

Delete custom field

  1. You can delete a custom user field so that it does not appear in the user's profile.



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