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

        • Multiple email accounts, one phone

          Hi, I have my own businesses that use Zoho mail, now I would like to use zoho mail also for a local charity. But I noticed adding a phone number is compulsory for registering an account, and I only have one phone. This means I can not open an account because my phone number is already in use for another account. Can this be fixed? Thanks Vincent

        • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

          Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

        • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

          In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

        • can I link a contacts to multiple accounts

          can I link a contacts to multiple accounts

        • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

          Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

        • Open Activities view.

          I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ

        • Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

          I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.

        • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

          I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers

        • From Layout to Code: Finding Custom Field IDs in Zoho Projects.

          Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details

        • Can I create multiple Zoho mail accounts?

          Hey there I've searched the FAQ for this but didn't find the answer I was looking for. I like to have a different e-mail address for personal stuff, for creating account on websites, and for online banking / e-commerce. Is it allowed to create three accounts for one person on Zoho? I already have one personal e-mail address, can I sign up two more times from the homepage? Thanks

        • Employee type and source translation

          In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translated

        • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

          Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my

        • Request for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities

          I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggested

        • Notebook audio recordings disappearing

          I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

        • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

          Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

        • Zoho Desk: Q2 2025 | What's New

          Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents to

        • Checkboxes not adhering to any policy in mail merge - data from CRM

          I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updating

        • Items Landed Cost and Profit?

          Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

        • CC and/or BCC users in email templates

          I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

        • Create Contract API Endpoint Unclear "inputfields" Requirements

          Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_name

        • Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

          Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss Handling Notes through Zoho CRM API. What will you learn from this post? Notes in Zoho CRM Working with Notes through Notes APIs 1. Notes in Zoho CRM 1a. Why add Notes to records? Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes in

        • Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)

          Hello Marketers, Welcome to this week's Marketer's space post. Today, we'll discus why email marketing matters in ecommerce businesses. Running an online store is exciting but challenging. If you're running an online store, you've probably experienced

        • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

          We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

        • Kaizen #121 : Customize List Views using Client Script

          Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

        • Setting default From address when replying to request

          At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

        • Tip #45 - Explore Your Support Reach with Zoho Assist’s Geo Insights - 'Insider Insights'

          Understanding where your remote support sessions are happening can help you make smarter decisions, allocate resources effectively, and improve overall customer satisfaction. In this week's Zoho Assist's community post we will be exploring Geo Insights

        • Formatting of text pasted into Zoho documents

          Howdy, I'm a newbie and finding Zoho an improvement to MS Word. Consider yourself hugged. High on my wish list would be plain text cut-and-paste. When pasting text from the web to Zoho, presently Zoho imports the formatting along with the text. This means that every cut-and-paste operation brings in text in a different font, size, or style. Can we have at least the option of importing plain text without formatting (or better yet, is this option already out there?) ... Thanks Helen

        • Add additional features to Zoho Tables

          Zoho Tables is a really great tool, why not add features like diagramming capability into the tool from applications like Draw.io which I believe is open source, you should be able to do wireframes, process flow diagrams, network design, etc. Please note

        • The Social Wall: August 2025

          Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.

        • The Social Wall: July 2025

          Hello everyone! July has brought some exciting new updates to Zoho Social. From powerful enhancements in the Social Toolkit to new capabilities in the mobile app, we’ve packed this month with features designed to help you level up your social media presence.

        • Use Zoho Creator as a source for merge templates in Zoho Writer

          Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

        • Tagged problem !!!

          Damn it, we're one of dozens of construction companies in Africa, but we can't link purchasing invoices to projects. Why isn't this feature available?

        • Syntax for URLs in HTML Snippets

          What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to

        • The Social Wall: June 2025

          Hello everyone, We’re back with June Zoho Social highlights. This month brought some exciting feature updates—especially within the Social Toolkit—to enhance your social media presence. We engaged with several MSME companies through community meet-ups

        • Make panel configuration interface wider

          Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.

        • Tip 7: How to fetch data from another application?

          Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use it

        • The Social Wall: May 2025

          Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queries

        • Sub-Form Fields as Filters for Reports

          Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks Dan

        • Zoho CRM Formula - Current Time minus Date/Time field

          Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:

        • Billing Management: #7 Usage Billing in Telecom & Internet Service Provider

          Telecom and Internet Service Providers operate in markets where usage varies drastically from one customer to another. While flexible, usage-based models align revenue directly with consumption, they also introduce operational challenges like real-time

        • Next Page