Knowing People has its perks, even on Cliq.

Knowing People has its perks, even on Cliq.

Have you ever been in a situation where your boss tells you to contact Emma for getting help with a piece of code that you are working on, but you don't really know who Emma is. And then starts an endless cycle of asking around to find Emma, the developer.

On way you find an Emma Margaret from finance department, befriend Emma Lynn from sales department, and then you finally find a Jane Emma who's a developer, but wait no! That's not the end because she is not the Emma you've been looking for. 

Yup, we've all been there from time to time, trying to find the right person. Imagine finding the right Emma among our Zoho employees of 7k, phew... To address this we integrated Zoho People with Cliq, wherein all info like departments, reporting members, seating location, mobile, extension and employee id will be searchable on Cliq.

A real picture.
You can now find a user by their team, designation, mobile number, email id or even through their reporting person in Cliq search bar. And also In/Out status will be displayed next to the name when you look them up, a very useful one!

In our case, you can simply type Emma in the search bar and narrow down the results based on designation and team.

Tip: Search and select a department to get list of all members belonging to that department.




A quick view.
Just click on a username either in chat window or in left sidebar. A small pop-up will appear with a brief info about the user.
 


Hint: If the user is unavailable to take a message, just click on the last icon (next to video call) in the hover box. That's the profile icon and will open the user's profile on screen where you can click on the Department name, look at other available users in that team and convey your message to one of them!

Know them right!
Mention the right user in your chats with the help of team and designation displayed in the mention suggestions.




To implement this in your organization, you just have to ensure that the users are present both in Cliq and in Zoho People. In your People portal, under Organization in left sidebar configure Departments and Employees. The details you configure under Employees is the info that will be displayed in Cliq.

If you already have a People portal, then the new details you configure for your employees will be available in Cliq on a page refresh. Whereas if you are creating a new People portal, then it might take a maximum of 24 hours for the details to be displayed in Cliq.

To know more about the info available in search bar from Zoho People, refer our Search help doc.

Hope this helps! If you are using Zoho People, then do let us know how this sync helps your organization. As for the others, our developers have started working on a model wherein you will be able to feed the above information within Cliq. It will be made available in a couple of months time.

Happy Cliqing to you all.

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

        • In place field editing for candidates

          Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

        • Default tax type for mileage?

          Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

        • Show price book list price

          When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

        • Cliq File Upload

          While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

        • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

          Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

        • Constant color of a legend value

          It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

        • What's New in Zoho POS - October 2025

          Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

        • Loan and purchase

          My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

        • Zoho Connect Module in Zoho Trident

          Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,

        • File Field Validation

          Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

        • 100 record view limitation

          I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

        • ZUG Meet-ups are back - Across India (December 2025)

          The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,

        • Categorise Attachments

          We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

        • Scheduling a meeting for just a 1:1 phone call

          My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling

        • Need more details on API Usage Dashboard

          Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

        • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

          Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation

        • Power of Automation :: Quick way to associate your Projects with Zoho CRM

          A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

        • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

          Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

        • Move orders scan ISBN

          Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS

        • What's New - October 2025 | Zoho Backstage

          Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.

        • Zoho People Attendance Regularization – Wrong Total Hours Displayed

          While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

        • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

          Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

        • Subform Disabled Fields Should Remain Disabled on Edit/View

          Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This

        • How do you print a refund check to customer?

          Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

        • What is Resolution Time in Business Hours

          HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

        • Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment?

          Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment? I would like to set it up so only staff can schedule appointments. Is this possible?

        • Hide "Section" headers when using a form as a subform in "List view"

          When using a form as a subform and setting the "View Type" to "List View" it is not possible to hide the section headers. This can become an issue if I have a section which is not applicable to this subform and I hide the fields within that section and

        • Add additional field to quick search results

          IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

        • Need Help: Updating Related Records via Subform Entries in Zoho Creator

          Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record

        • Disable signing in using email aliases?

          Hi, I currently have user accounts that have multiple aliases, for example: Main: name@domain.com Alias: alias1@domain.com, alias2@domain.com Currently, I am able to use any of those 3 emails in the 'username' box during login, and it will log me into the email. Is there a way to setup so that email aliases cannot be used to sign on? I'd still be able to receive and send emails using those aliases in the main email account like it works now, except only the main email can be used to login. Cheers!

        • Zoho Desk - Community - Customer Portal - Description Field UX Improvement

          Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the

        • Add the same FROM email to multiple department

          Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.

        • Can I change the format of the buttons in the email templates?

          Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing

        • Lead to Contact Conversion with multiple email address fields

          We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)

        • Does Thrive work with Zoho Billing (Subscriptions)?

          I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

        • Exporting Charts from ZohoCRM

          Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the ability

        • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

          Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

        • sms long credits

          I’m trying to purchase Long Code credits so I can send SMS campaigns to my contacts. However, when I click the “Buy Now” button, the page appears blank and doesn’t load any purchase options. Could you please assist me in purchasing the Long Code credits

        • Tip #48- Power Your AI Workflows with Zoho Assist on Zapier’s MCP- 'Insider Insights'

          We’re thrilled to announce that Zoho Assist is now part of Zapier’s Model Context Protocol (MCP), bringing remote support automation right into your AI ecosystem. What is MCP? The Model Context Protocol (MCP) is Zapier’s new framework designed to connect

        • Next Page