Navigation Sidebar

Navigation Sidebar

The navigation sidebar in Cliq provides you with easy accessibility to modules that help you to connect, communicate and collaborate.


Customizing your navigation sidebar in Cliq 

Admin

If you are an admin, you can customize your navigation bar for your entire organization and restrict users from rearranging modules.

 

Users

If your admin had not restricted users from rearranging modules you can customize your navigation bar.

 

View Type

There are two types of views for the navigation sidebar. They are:
  1. Categorized view - all active conversations will be displayed under Chat.
  2. Consolidated view - all active conversations will be displayed under specific tabs.

 

Categorized view

In the categorized view, you can view My Pins, Conversations, Threads and Muted Conversations as sub-categories under the Chat module.
 

Consolidated view

In the consolidated view, you can view all the conversations inside a seperate module, i.e conversations will be categorized in their respective modules.

 

Bots

Bots can be classified under Contacts or can have a separate menu option in the LHS.

 

Threads

In both views you can view threads inside a section under Chats or have a seperate menu option in the LHS. In the categorized view, threads can be combined with conversations or inline within parent chats.

Let us see each module in detail -

My Pins

You will find the My Pins module in the categorized view. The My Pins module let's you pin all the conversations and chats you frequently interact with for instant communication or collaboration.

You can pin conversations from Chats and Channels and to unpin you can go to My Pins and hover the conversation you want to unpin.

Chats

In the consolidated view, you will find My Pins, Conversations (Direct messages, Group chats, and channels), Threads, Muted conversations etc., inside the Chat module.

In the categorized view, you will find direct messages and group chats inside the Chat module.

Note:

  • You can send a direct message or create a group chat by clicking the + icon.

Channels

In the Channels module you will find list of all the channels you are a part of categorized under the specific channel type.

Note:

Consolidated options in chats and channels

When you hover over a chat or a channel, you will be able to find three options:
  1. Show info
    Here, you'll be able to view a quick overview of the conversation.
  2. More (three dots)
When you select more, you will find options specific to each type of conversation, such as chats, channels, threads, bots, or group chats. Below are the options available.
  • Mark as read/Mark as unread: If you have unread messages in a conversation, you can select Mark as read, or if you want to remove the read receipt for a message, you can select Mark as unread.
  • Mute conversation: This will mute all the notifications you receive from the conversation.
  • Pin/unpin: You can either pin a conversation, channel, or bot by selecting the pin option or select unpin to remove the pin.
  • Channel info: You will be able to view the detailed information about the channel.
  • Follow/Unfollow thread: Using this option, you can follow or unfollow threads.
  • Remove: You will be able to remove chats, bots, group chats, and threads from being displayed in the chats module.
  • Move to: You can move conversations from your pins from one folder to another using the move to option.
  1. Close
    Here you can close your conversation and remove it from being displayed in the navigation sidebar.

Bots

In the bots module you will find all the bots that you have created or subscribed to. In consolidated view, bots will be available under Contacts as a sub-category.

Note:

  1. You can create/subscribe to bots insides the Bots module by clicking the + icon. 

History

In the History module, you will find the logs of all the conversations, calls and recordings made. The module holds the logs inside the following categories - Direct calls, Meetings, Broadcast, Conversations and Sent Messages.

Phone

This module is available when your Cliq account is integrated with Zoho Voice.

Files

In the files module, you will find all the images,videos, audio and files shared across Cliq. The files are categorized as : Shared in Cliq, Taz, and Recordings.
  • Shared in Cliq - Images, videos, audio and files shared with or from you across Cliq can be viewed here.
  • Taz - Images, videos, audio and files shared to Taz can be viewed here.
  • Recordings - Recordings of meetings you were a part of or shared with you can be viewed here.

Calendar
In the Calendar module, you will be able to bring your Calendar interface inside Cliq to view and create your events.

Org
In the organization module, you can view Zoho People integration inside Cliq.

Tasks
In the Tasks module, you will be able to view Zoho Projects integration inside Cliq.

Notes
In the Notes module, you will be able to view Zoho Notebook integration inside Cliq.

More Settings
To customize your navigation sidebar or to view more apps, select the settings icon.
You will find the following options:

  1. More apps
    You will find all the apps you've installed and widgets in the more apps section. You can add them to the navigation sidebar for easy access. You can also install apps from Zoho Marketplace.

  1. Configure Sidebar
    By clicking configure sidebar you will be prompt to the Profile & Settings, where you can customize your navigation sidebar according to your requirement.
  2. Night mode
    You can switch to night mode by enabling the toggle button available in the bottom-left corner of the navigation sidebar.

Note:

When you receive messages from channels/chat or you've missed a call, a notification count will appear on the respective module.



        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

                                                                                                                                • Message Draft in Cliq

                                                                                                                                  When you close the chat window without sending a message, the text that was typed will still be saved in Cliq as a message draft. The message draft will appear at the top your conversation list in the left navigation sidebar. A yellow note icon will ...
                                                                                                                                • Tasks in Cliq

                                                                                                                                  The Tasks section in Cliq helps you to add, manage and track your tasks from Cliq. Tasks section is available for the users using Zoho Cliq paid account. For paid users of Zoho Cliq and Projects , the tasks section is replaced with the Projects ...
                                                                                                                                • Can group chats be deleted in Cliq?

                                                                                                                                  Group chats cannot be deleted in Cliq, but you can delete the conversations for yourself. Note: The entire conversation will still be available for the other group members to see. How to clear chat history in Cliq? You can follow the steps below to ...
                                                                                                                                • How to manage Projects integration in Cliq?

                                                                                                                                   If you are a native Cliq user the Task section will by default be available for you in in navigation side bar. If you want to disable/enable the task section follow the steps below. Navigate to Cliq admin panel -> Configurations -> Tasks Click on ...
                                                                                                                                • How to mark messages as unread in Cliq?

                                                                                                                                  Cliq allows you to mark messages as unread to go through them later. You can do this by following the steps below: Hover over a message and click on the kebab icon. Select Mark as unread. The chat window will now close and the message will be marked ...
                                                                                                                                  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