Cliq's 2019 Update : #1 Be in the know of your data with Cliq's new Consents

Cliq's 2019 Update : #1 Be in the know of your data with Cliq's new Consents


Hello everybody,

It's been a while since I've made a post for y'all, and I come bearing news (obviously good news). Our team has put together new and exciting features, packed it into an update— the Cliq update for 2019. 

In this post we are gonna talk about one key feature in this update— Data Privacy.

Security and Privacy existing in Cliq:

1. Encryption: Your data is securely encrypted in transit and in storage, thus safe from prying hands (minds as well)!
2. T urn off Chat History: Users can turn off chat history for specific chats and ensure sensitive information is not stored anywhere, even on Cliq servers.
3. Code Reviews: Our team reviews the codes submitted by app developers to ensure that the apps hosted in our Marketplace are safe and sound!

New in line to fortify your Privacy—Consents

To manage IT asset requirements, a user say Ryan from your organization is creating a /itasset command through which all your employees can raise hardware and software requests to the IT team. 

Now when your org users use the /itasset command, certain data is accessed from them, processed and executed for the command to work. To convey what data is accessed and to give permission over the usage of those data, Consents are introduced in Cliq.

Consents are basically popups asking for permission to access the required data when using an internal tool for the first time, i.e. bots, commands, message actions and functions .These popups contain the breakdown of apis and deluge tasks used and the data required from the user to perform that action.



In the above gif, on executing the /itasset command for first time, the consent pops up. In it there are 2 fields: Account Details and Zoho Tasks. 
1. Account Details - When a user executes the command, their info like name and email id is collected to raise a request. 
2. Zoho Tasks - The collected information is stored in Ryan's database and a deluge task is triggered to post the request as a card in the IT team's channel for requests. 

So with these consent boxes each user can be aware of how and what data is accessed from them. On granting permission the user can proceed with the task. If the user feels not to allow access to the data, then they can exit the consent popup, refusing to allow access. (Refusing access will effectively stop the internal tool from performing that action.)

The consents will appear for the following tools

  • Command: When a user executes a command for the first time
  • Subscribed Bots: When a user sends message to the bot.
  • Unsubscribed Bots: When a user subscribes to a bot.
  • Message Action: On execution
  • Function: On button click / form submission

To revoke a consent for any tool, click on the Integrations icon just before your profile picture, and select the internal tool from the menu. Then look for the name of the tool that you want to revoke and click on it. In the bottom left corner click on 'View Granted Permissions' and revoke the access given.

We are also bringing in Consents when installing an integration from the Marketplace, so that the admin can be aware of what data an integration will access from their organization!

So, do y'all like our latest privacy update—Consents?

And keep an eye out in this community for the next few days. I will be posting detailed breakups of more exciting updates, sure to help you organize your workforce on Cliq.


Princy.



      • 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

        • Can not add m365 outlook account to zohomail.

          I am attempting to use zoho mail as an imap client to add my outlook.com m365 account. In the m365 exchange admin center i have made sure the imap is enabled. In zoho mail i go to settings, mail accounts, add account, add imap account, i select "outlook",
        • Unable to attach Work Order / Service Appointment PDF to Email Notifications (Zoho FSM)

          I’m trying to include the Work Order PDF or Service Appointment PDF as an attachment in Email Notifications (automation/notification templates), but I don’t see any option to attach these generated PDFs. Is this currently supported in Zoho FSM? If not,
        • local file csv import problem

          The issue occurs when I upload a CSV file via Databridge. In the preview, everything looks correct — the values are in the proper columns. However, after clicking Import, the first column becomes empty, and the values from that column appear in a new
        • Función Deshacer y Rehacer

          Hola. Soy un reciente usuario de Zoho Notebook que he migrado desde Evernote. He encontrado en falta una función que considero muy importante: un botón para "deshacer". Es frustrante cuando se borra un parte del texto o un archivo de una nota, generalmente
        • Tip #59- Technician Console: Exploring View option- 'Insider Insights'

          Hello Zoho Assist Community! Ever wondered how technicians adapt quickly during a live support session? Imagine a customer reaching out with an issue that’s disrupting their work. The technician starts a remote session and begins troubleshooting right
        • MRP or Manufacturing Module for Zoho

          We have been searching for options for a production planning or MRP that will integrate with Zoho.   Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs.  Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?
        • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

          When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
        • Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

          Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?
        • 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
        • Zoho mail account ownership transfer

          We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete
        • Email Authentication is Failing

          I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']
        • DMARC reports for mail I didn't send: how to deal with?

          I know the enthusiastic amateur's bare minimum about e-mail; am able to set up a Thunderbird account and know the basic acronyms. I have a Zoho Mail account connected to my domain, and have set up SPF, DMARC and DKIM successfully according to Zoho's instruction
        • ms

          Email set up for communication
        • Fix the speed

          It takes ages to load on every step even though my dataset is quite small.
        • Capture Bank Charges for Invoice Payments

          We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment:       1. Click the "Invoices" sub-tab under the "Money-In" tab.       2. Click the 'add payment' link for the invoice that you wish to record the payment for.       3. On the add
        • Conditional Layouts On Multi Select Field

          How we can use Conditional Layouts On Multi Select Field field? Please help.
        • Image field in custom module

          Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
        • Deluge Function to Update Custom Field

          I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue
        • "View ticket" link is broken

          The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.
        • import data from Apollo.ai into zoho crm via zoho flow

          I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
        • Woocommerce Line Item Information

          I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
        • Synching changes to Stripe when changes are made in Zoho Billing

          We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
        • Disable Smart Filters By Default

          The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random
        • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

          Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
        • Client Script | Update - Client Script Support For Custom Buttons

          Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
        • Zoho Mail not working

          Zoho Mail not working
        • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

          We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
        • I can't add a new customer in Zoho invoice? Anyone had this issue before?

          Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
        • Spreadsheet View click & focus issue in Arabic (RTL) localization

          Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.
        • Customer address in Zoho Bookings

          Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
        • Ghost email notification on a form

          Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access the
        • bulk edit records and run internal logic

          hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?
        • Bulk bank rule creatioin

          Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?
        • Limitations on editing a message in Cliq

          Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via
        • email address autocomplete

          Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks
        • How to use MAIL without Dashboard?

          Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.
        • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

          Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
        • How can i download and secure all my mails from the archive folders?

          Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir
        • How to open filtered report in popup using Zoho Creator Deluge?

          First report: There is so many records in Report, If I click one record, pop up is occur. Second report (Pop up): there is also so many record data, and this pop up is also Report, not Form. First report: It has got "Sales Order" field. when I click any
        • Next Page