What's New? (March & April 2023)

What's New? (March & April 2023)

Hello everyone!

We are excited to share with you some of the newest features and updates that we have rolled out for our platform. At Zoho Cliq, our primary goal is to make communication effortless and seamless for teams across the globe. With these latest updates, we are confident that we are one step closer to achieving this goal.

From the introduction of dual reply mode and screen share support to the addition of a QR code generator for form view handler and WorkDrive upload restrictions, there is something for everyone. So, let's dive into these updates and explore how they can improve your communication and collaboration experience with Zoho Cliq.

  • Dual reply mode: With the new reply mode, you can now choose between thread replies and normal replies, and switch between modes as needed. This feature provides flexibility in how you communicate with your team members and allows you to adjust to the context of the conversation.

  • Host handover in meetings: This feature allows you to assign another participant as a host of the meeting when you need to leave without disrupting it. This helps to ensure your meeting continues without interruption, even if you're not able to attend further.
  • Optimization of chat switching during meetings: We've optimized the response time for switching between different chats during a meeting to be 50% faster. This enhancement ensures a smoother experience when switching between different conversations, allowing you to stay focused and productive during meetings.
  • Feedback after calls: We've made it easier for you to provide feedback after a call. You can now send your feedback directly from a meeting through the more options (kebab button) or via a small feedback pop-up that appears after some calls. This allows you to provide feedback to our developers quickly and easily and help us improve the quality of our service.

  • Screen share support: Our new update to the Zoho Cliq iOS app allows you to share your mobile screen in a meeting, providing more mobility and flexibility for remote work. This feature is particularly useful for those who need to present their work or collaborate on a project during a meeting on their phones.
  • Microsoft Teams migration: We've made it easy for those who are looking to migrate from MS Teams after Microsoft's sudden decision to discontinue their free Classic version. With just a click of a button in the admin panel, you can start a simplified process to migrate all your data from MS Teams to Cliq. This brand-new import feature allows you to continue conversations in Cliq instantly and manage your communication more efficiently.
  • Org policy to limit/allow all users of the organization to install extensions: With the latest update to the organization policy, administrators now have the ability to restrict users from installing extensions that are not verified and available only in the Cliq marketplace. By allowing admins to control the installation of extensions, users are prevented from downloading and installing any extension that may pose a risk to the organization's security. This policy ensures that all extensions are reviewed and approved by Cliq, thereby increasing the credibility of the extensions and minimizing the potential for security threats.
  • Admin configuration to customize shortcuts for Cliq iOS and Android apps: Admins can now personalize the Cliq app's shortcut menu on iOS and Android devices. This allows them to choose which shortcuts should appear when their organization's users press and hold the app icon, including frequently contacted users, unread chats, switching accounts, and more. By tailoring the app's functionality to their organization's needs, admins can improve user experience, navigation, and productivity.

  • QR code generator for form view handler: You can now generate a personalized QR code for your forms through the Form View Handler, with custom parameters if required. This makes it easier for users to access the form by scanning the QR code and simplifies the process of collecting and organizing data.


  • WorkDrive upload restriction: Admins now have the option to prevent users from uploading files from Zoho WorkDrive in a chat. This provides more control over the type of files that can be shared and helps maintain data privacy and security.

We hope that all these updates will make your communication experience with our platform even better. We are continuously working on adding new features and enhancements to our platform to ensure our users have access to the best communication tools. We want to thank you for your continued support and feedback, and we look forward to hearing from you as you begin to explore these new features.

    • Sticky Posts

    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

    • New in Zoho Chat: Threaded conversation at its finest best

      Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 

    • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

      Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not

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

      Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's

    • 4 Things You Should Do Once You Get Started with Cliq

      Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which

      • Recent Topics

      • How to include total km for multiple trips in expense report.

        Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?

      • Get logged in user ID in Deluge script

        Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given that

      • Item Details Field - New Barcode / Document option?

        Is this a new feature??? its in both books and inventory.

      • Shared Mailbox - Mark as read for all users

        Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However

      • How do I increase the email attachment size in Zoho CRM ?

        It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

      • Can I export to PDF in Zoho Learn

        I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

      • Zoho Sites "pages" management page

        I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

      • Staff rules

        Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

      • Add Image Upload Field to Zoho Bookings Registration Form

        Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

      • Merge Tags Output Incorrect Placeholder Text After CRM Sync

        Hi everyone, I’m experiencing an issue with merge tags in Zoho Campaigns after last sync of contacts and leads from Zoho CRM (days before everything worked perfectly). Here’s the situation (seems like a default configuration in Campaigns) : My leads have

      • UI Improvement - Ability to Collapse Flow

        The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal

      • Windows agent 2025_M02 release notes

        Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.

      • Windows agent 2025_M01 release notes

        Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performance

      • how to record deferred revenue?

        Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services and

      • Narrative 13: Importing your data

        Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean and

      • Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

        I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically

      • Update Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?

        Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to  product status

      • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

        Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated

      • Can I Build a POS using ZOHO creator and integrate it with ZOHO Books?

        Hello,  I have a Zoho Books account and I was wondering if I can have a POS system that integrates with it. Primarily with Inventory, Customers and Payment and ofcourse Create invoices and credit notes.   So, would Zoho creator provide me with this solution?  Thank you, 

      • An important update for Zoho Cliq desktop users

        The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15

      • Zoho Projects - Visual improvement to parent and sub-task relationship

        Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

      • New Toolbar in Zoho Sheet

        We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far

      • Zoho inbuilt Telephony made a lot of issues!

        Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support

      • Sending workflow notifications using popular chat services

        Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: Zoho

      • Webhook not firing.

        I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

      • Adding Images to a Quote in Zoho CRM

        We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

      • Applications built with Zoho Creator

        Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

      • Is it posssible to add Asap Widget on Wordpress?

        I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio

      • Require ticket resolution

        Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where

      • Tables from ZohoSheets remove images when updated from source

        I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

      • API Pagination Error: 'from' Parameter Limit

        Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

      • How to go to the next open ticket in the queue when agents closes ticket

        Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

      • CRM verify details pop-up

        Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

      • Custom templates for calendar report

        What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

      • Print a price list or price book

        Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

      • Disable payment thank-you emails

        Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

      • Maximum tags possible in Contacts Records

        I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

      • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

        When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

      • CRM Mobile reports

        When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

      • When Zoho Tables Beta will be open to EU data center

        Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

      • Next Page