What's new in Zoho Cliq - September 2020 updates

What's new in Zoho Cliq - September 2020 updates

Hello there!
 
Here's a set of new features and enhancements for the month of September that we've put together to make sure you stay up to date on what's new from our end.

Here's what's new in the Cliq Web:

Bring your apps into Cliq with Widgets 

Widgets bring the tools you use into one place: your Cliq window.

Widgets integrate with your everyday apps to create a custom view inside Cliq. You can easily access them from the Widget section in your Cliq sidebar.

For instance, let's consider the Twitter Widget which comes with the Twitter integration for Cliq.

The Twitter Widget shows your Twitter feed, lets you like, retweet, search, and even post a new tweet. You can also view the current trending hashtags based on your region and topic as well.



Widgets can also be bundled into an extension and hosted on the Zoho Marketplace. We have updated a few of our existing Marketplace extensions, such as Poll for Zoho Cliq, Box for Cliq, Dropbox for Cliq, and a few others with Widgets.

(Note:  Widgets is made available for Cliq mobile apps also)

Document collaboration made easy with the Zoho Writer Integration for Cliq

Zoho Writer’s integration with Cliq is a great way to collaborate on your documents from the comfort of your chat window. This powerful integration comes with a “Documents” Widget where you can view recent documents, create new documents, view documents shared with you, your favorites, or even create a new template.





The integration also comes with different command shortcuts like:

/attachdoc - which help you attach documents to other chats and channels
/quicknote - helps to jot down ideas and save them in Writer
/searchdoc - to search your writer documents from within the chat window
/sharedoc - to share your writer documents with others.


 

Telephony integration for Cliq: Automatic status updates and context-driven suggestions

Cliq detects the context behind every conversation to suggest smart follow-up actions. For example, whenever there is a phone number that is shared on chat, a contextual suggestion powered by Cliq’s Telephony integration is listed right next to the text.  

Make sure that Telephony is set up and enabled from the Zoho App of your choice (CRM, Bigin, Recruit, Zoho One) and get to make an outbound call right from your chat window.





Also, once the call gets connected, your Cliq status automatically reflects that you’re on a call.

Build webhook based extensions for Cliq  

You can now create a webhook based extension for Cliq. The extension can be created by accessing Cliq’s developer console, and all you have to do is create the extension, choose the platform components you’d like to add to your extension and provide a call back URL for your server.
 


Configure Taz notifications and stay updated! 

Now you can configure Taz notifications and get to decide on when to receive alerts/notifications under specific circumstances.

You can enable/disable notifications for the following cases:
  • When a document is shared
  • When a new event is created or updated
  • When an event invite is accepted or rejected
  • For event reminders
To do so,
  • Click on your profile picture and go to Profile & Settings
  • Click on Personalize > Notifications > Taz
You can enable/disable the notifications for specific actions as per your needs. 



Here's what's new in the Cliq iOS app:

Sync dark mode with your iOS settings

You can now swiftly toggle between light and dark mode by syncing Cliq with your device settings. 
To do so:
  • Go to Settings > Personalize
  • Enable Sync with device setting option under Night Mode
Enabling the option will sync Cliq with your device settings i.e when you select the night mode theme for your device it will be reflected in Cliq also.



New addition to Cliq's default status options: Away

Make sure that your teammates know when you're away from work/desk by switching to Away status in Cliq. 



Share content to Cliq with ease

The improved version of the share extension provides a convenient way to share content from other apps to Cliq effortlessly. The improved full-screen UI for share extensions puts a stop to endless scrolling through for selecting a chat and makes it easier for you to view and select a chat/channel.

Share info into Cliq with ease now!

Configure mobile notifications to suit your needs  

We have tweaked our system to keep you notified in real-time with messages that are directed to you or when someone @mentions you in a conversation. Now you also get to configure whether to receive notifications with sound or not at your convenience.

To configure notification settings,
  • Go to Settings > Notifications
  • Under Notification when active on web you'll be displayed with two options to choose between: Receive with sound and Receive quietly
You can select either one of the options based on how you'd like to receive mobile notifications when you're active on the web.



I hope that you'll try out all the new updates and be your most productive self on Cliq.

To view all the updates in Cliq, head over to What's new on Cliq.

See y'all with a new set of updates.

 
Best,
Shanthana Lakshmi S

    • Sticky Posts

    • What's new in Zoho Cliq - Our 2020 updates

      Hi Everyone!  We work arduously around the clock to ensure that Cliq is constantly improving by releasing new features and updates, aimed towards enhancing user experience and productivity. Here we have put together the list of all new features and improvements to make sure that you stay up to date on what's new at our end. Remote Work - Set up your office workspace with Cliq We delved into the challenges attached with remote working and came up with a swift solution that integrates your office space
    • Cliq works in Hindi across all interfaces

      We're thrilled to announce that Cliq has added Hindi to the list of supported languages. Read on to know how you can localize Cliq with just a few clicks! Cliq Web & Desktop App  Tap on your display picture to open the user panel Click on My Zoho Account to land on your account set up view and click on My Profile Info In the Language field, search and select हिंदी   Save your preference!  Cliq Android  Go to Settings, then Language and input, and switch to हिंदी . Now, Cliq will adapt to the language
    • Simplify and Centralize your workflows with Forms

      Hello Everyone, We're thrilled to kickstart this new year with a feature release! Forms in Cliq - just got bigger and better. Forms allow you to work with multiple pieces of information at one go! Creating a survey, assigning a task in your project management software, raising a request with your IT team, or anything else that requires you to perform a multistep task, across single or multiple applications— Forms can do it all. A quick rundown of the uniquely powerful features of Forms Dynamic -
    • Farewell, Zoho Chat! Welcome, Zoho Cliq!

      Hello all,   As the heading says, Zoho Chat is now Zoho Cliq with power packed features that will keep you hooked. Cliq is designed to provide you with topnotch collaborative services that will keep you connected at all times.  Let me list a few features outlining it's functions:  Audio & Video calls: The calls are available in 1-1 Chats. Get connected instantly with your contacts and colleagues from anywhere.  Commands and Bots: You can now create Commands and Bots to integrate your internal tools
      • Recent Topics

      • Creating Email template that attaches file uploaded in specific field.

        If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
      • Marketer’s Space - Automate a Personalized Holiday Workflow with Zoho Campaigns

        Hello marketers, Welcome back to another post in Marketer’s Space! From Thanksgiving through Christmas, you have a flurry of opportunities to connect with your audience. In this post, we’ll see how you can plan an entire month-long automated workflow
      • Zoho Inventory Custom Field Update

        Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");
      • Sorting columns in Zoho Projects

        Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
      • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

        Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember
      • Explore the Redesigned Quotes Module in Zoho Billing

        Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,
      • Updating custom fields in Zoho Projects

        Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());
      • Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

        How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against
      • Pin multiple columns and adjust column widths in CRM subforms

        Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
      • How can I add or change the active customer in Zoho Projects?

        I'm trying to change the customer in an active Zoho project. Is it possible to add or change the customer?
      • Almacenamiento

        Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free. 
      • What happens when someone clicks 'unsubscribe' in a zoho CRM email

        Hello, As per, i am going round in circles trying to find an answer to these 2 question. I have an email template that has an unsubscribe link in the footer in zoho CRM. First, what happens when someone clicks it - where does the contact get unsubscribed
      • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

        Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
      • Zoho CRM - Scheduled Reports Which Contain Chart

        Hi Zoho CRM Team, I'm requesting that the Report Export and Scheduling feature be enhanced to include a chart, if one has been created on a report. At the moment I have a report which shows Sales This Week by Deal Owner and a pie chart at the top of the
      • Can I add Conditional merge tags on my Templates?

        Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
      • Cadences

        I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't
      • Canvas View in Zoho Recruit

        Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
      • Zoho Inventory - Move Orders

        Quick question about Move Orders... Why is there no status to say something like "Draft", "In Progress" and "Completed", similar to Transfer Orders? I'm assuming that when something needs to be moved it should be planned in Inventory, executed and then
      • Kaizen #215 - Workflow APIs - Part 3 - Create and Update Workflow Rules

        Welcome back to another week of Kaizen! Over the last couple of weeks, we’ve joined Zylker Cloud Services as they review and improve their workflows. In Part 1, we discovered and audited their sprawling workflow landscape. In Part 2, we learned how to
      • DataPrep Bigquery Connection failed

        Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.
      • Issue in Zoho People Regularization – Incorrect Hour Calculation

        I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect
      • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

        Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
      • Allow Multiple usage units to items while adding them to sales/purchase transactions

        The usage unit of items added in zoho books are static right now and can not be changed. But certain items are received or sold in multiple usage units. One example is fabric. It can be bought in Meters, inches, kgs or other units. Another example would
      • PO receive quantities

        At last, Zoho has finally got around to allowing us to receive a larger qty than recorded in the PO :-) Saves us all from editing the PO's before receiving larger quantities ( usual for us ) ! It's still in "beta" but available upon request, I've tested
      • Invalid URL error when embedded sending url into iframe for my website when using in another region

        Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
      • Analytics : How to share to an external client ?

        We have a use case where a client wants a portal so that several of his users can view dashboards that we have created for them in Zoho Analytics. They are not part of our company or Zoho One account. The clients want the ability to have user specific,
      • Reference Deal Categories in Deluge

        Hello, Is there a way to reference Deal Category in deluge functions? So for our Deals, we have several different WON stages in a pipeline.  Rather than type each stage into our functions, we'd like to be able to reference the Deal Category.  Similar
      • Payroll In Canada

        Hi, When can we expect to have payroll in Canada with books 
      • Users Name & Email in Reports

        Hi, I would like to show the Users Name from their Zoho Acount in All Entries/Reports as well as the current Account Email. Thanks Dan
      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
      • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

        Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
      • Whatsapp Limitation Questions

        Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
      • Workflow Creation with Zia gets stuck

        It gets stuck here:
      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
      • Unable to Add Asset to Work Order Due to Different Contact and Company

        Hello Zoho Team, I’m facing an issue in our environment related to asset linking in Work Orders. Here’s the situation: When our engineers go for field activities, they initially create the Work Order using the salesperson’s contact details. After completing
      • I NEED MORE CUSTOM FIELDS!!!

        Why can I only have 60 custom fields! It's not enough. I want another 100 extra custom fields to do what's necessary for my business! I'm sure I can't be the only one with this problem!!! How hard would it be to fix this? Just fix it for me please at
      • Zoho Webinar et Zapier : de la prise de rendez-vous aux relances — une automatisation performante

        Organiser un webinaire réussi et gérer efficacement les participants peut être un véritable défi. Avec Zoho Webinar et Zapier, vous pouvez rendre vos processus plus simples. Vous gagnez du temps en automatisant les tâches répétitives. Résultat : une expérience
      • Ticket Stages Report

        From data to decisions: A deep dive into ticketing system reports Ticket stages refer to the series of transitions from the moment a support ticket is created until it is closed. It moves through various stages based on the actions taken at each preceding
      • 【参加無料】今年最後のZoho ユーザー交流会|東京・大阪・名古屋で開催! 活用事例&ユーザー同士の情報交換

        ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11月に東京、大阪、名古屋の3都市でZoho ユーザー交流会を開催します! 毎回ご好評いただいている本イベントでは、実際の Zohoユーザーによるリアルな活用事例の共有や 参加者同士でノウハウを交換し合うグループワークを予定しています。 「他社の活用を参考にしたい」「Zoho をもっと使いこなしたい」方にぴったりの場です。 初参加の方もぜひお気軽にご参加ください! ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
      • Next Page