What's new in Zoho Cliq - Our 2020 updates

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 with Cliq. Zoho Cliq's Remote work view comes with 
  • Easy check in and check out
  • Live video feed 
  • Set your status
  • Department view
  • Group Calls & Scheduled Meetings
  • User Availability Reports
  • Contextual Native Integrations



View unread and mark chats as read using simple shortcuts
View only the unread chats in your conversations list and mark all the unread chats as read with ease using a short cut option. In Cliq's left side pane, click on the ellipsis menu option right next to your Conversations. By doing so, you will be displayed with 'View unread chats' and 'Mark all as read' options.


Guest chat in Cliq
Strike a conversation and collaborate with an external user outside your Cliq's organisation using the new Guest chat feature of Cliq. Now you will be able to invite external users for a 1-1 conversation or group chats, without the need of them having to sign up with Cliq. 

Let's consider a scenario, where you need to collaborate with a designer who is not a part of your organization for a specific campaign. You can directly invite the designer as a guest using the Invite Guests option. Once when you're done working on the campaign with the designer you can manage them as guest by locking/ removing them as a guest user. You can configure and control the actions of the guest user under Manage Guests option. 




Reply privately to messages in group conversations
Reply privately option allows you to reply to any member of the group chat in a private conversation, without leaving the group chat window.

Let's consider a scenario where a customer executive posts a requirement from a customer in the support channel. You can use the "reply privately" option to get more insight on this requirement.  Hover over the message and click on the Actions menu and click on the Reply Privately option. By doing so, you will be directed to an individual chat window with the specific user who sent the message. 

Invoke 'Reply Privately' option right from your group chat window with just a click.



Mentions view (@) is updated with a filter now!
The mentions view in Cliq comes with a filter 'Hide @all, @available mentions' which highlights your mentions and hides all the others. You can also clear all the mentions using 'Mark all as read' option.
Consider a scenario where you have been off from work for the past two days and currently in need to immediately address the messages that was mentioned to you in particular. You can straight away land on your mentions avoiding the cluster of all mentions using 'Hide @all, @available mentions' option. 


Invoke chat options with just a right click
By right-clicking on any of the chat or channel conversations in the left sidebar, you can see options like Pin Conversation/Channel, Mute Conversation/Channel and Channel Info. 
For instance, if you're in immediate need of looking at the permission setting of a specific channel you can do so with just a right click. Right click on the specific channel and select Channel Info option to view the basic channel details, recent conversations, permissions and other infos. 

You can also pin/mute any specific conversation or channel with just a right-click.



Pin important messages in a chat
Never miss out an important message or tire yourself by scrolling endlessly searching for an important message in a chat. Hover over a message and click on the Actions menu and choose 'Pin message' from the options. It will pin the specific message in the chat window enabling participants to view the pinned message.

Let's consider a scenario where you have created a channel to discuss about your project updates and DRI's. You can simply pin that message using the Pin message option, which will pin the specific message in the chat window and display it to all the participants. So this way you can ensure that your message has been conveyed and is not missed by any of the participants. 



Admin panel enhancements
1) View all channels associated with a team 
The 'Channels tab' under the team preview page allows you to view all the team channels created under a specific team. Click on Teams on the admin panel, search for a particular team and open the team's preview page. There you will find an updated tab called 'Channels', clicking on which will help you find all the channels created under a specific team.

There are different teams under a department and number of channels under them.  You can pull out the list of channels under a specific team effortlessly using the Channels tab. For instance, if you want help with a list of channels under the Sales team you can get hold of that list using the Channels tab in a matter of minutes.




2) Configure Zoho Cliq - People Integration
If you're using Zoho people as your HRMS, now you can configure the integration of your Zoho People account with Cliq right from your Cliq's admin panel. 

To do so: Go to your Admin panel > Integrations > Zoho People > You can enable or disable the integration from here.

For instance, if you want to pull out profile information of an employee, you can do so directly from your Cliq's chat window using /people command.

The Zoho People integration enables you to access specific information and keep a track of employees from within your Cliq window.



So what are you waiting for? Go ahead and try out all our new updates and enhancements. We're looking forward to know how each of these updates is going to help you and your team.See you soon with a new set of updates!

Leave your comment below on what's your favorite update! You can also get a complete picture of all our updates every month from our Whats New in Cliq? page!  

Cheers!

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

        • Customer Management: #6 Common Mistakes in Customer Handling

          Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't
        • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

          Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect
        • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

          Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App
        • Zoho Desk Android app update: Norwegian language support

          Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update
        • Field Description is very small

          Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup".  Example:
        • Function #53: Transaction Level Profitability for Invoices

          Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
        • Payment Vouchers

          Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?
        • API in E-Invoice/GST portal

          Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.
        • When I click on PDF/PRINT it makes the invoice half size

          When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books
        • Search by contain letter in a column

          Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then
        • Enrich your contact and company details automatically using the Data Enrichment topping

          Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
        • Easier onboarding for new users with stage descriptions

          Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,
        • Zoho Books Invoices Templates

          It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in
        • Can add a colum to the left of the item in Zoho Books?

          I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.
        • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

          I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
        • AI Bot and Advanced Automation for WhatsApp

          Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
        • Improved Contact Sync flow in Google Integration with Zoho CRM

          Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
        • 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

          Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so
        • How to disable the edit option in subform

          How to disable the edit option in subform
        • Adding non-Indian billing address for my Zoho subscription

          Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh
        • Move record from one custom module to another custom module

          Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically
        • Convert Lead Automation Trigger

          Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched
        • Notes Not Saving

          Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix
        • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

          We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
        • Prefill form with CRM/Campaigns

          I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which
        • Triggering a campaign automation from a Form

          I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered
        • Name changed in settings for mailbox but still not changed when typed in To field

          In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I
        • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

          In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why
        • Formula fields

          Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically
        • Copy paste from word document deletes random spaces

          Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without
        • Is it possible to use module field filters via URL parameters?

          It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: My
        • Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

          Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be
        • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
        • Lightbox Pop-up form

          I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically
        • Data Processing Basis

          Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows
        • Lightbox Pop-up form

          I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically
        • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

          Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
        • Customer Management: #5 Never Let the Customer Slip

          When Rahul started Knight's Watch Consulting, his focus was simple: deliver good work and keep clients happy. He offered one-time consulting projects, monthly advisory retainers and usage-based support for growing clients. Business was steady, and customers
        • 10GB Email Storage Limits in Zoho CRM

          We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know
        • Zoho Projects Android and iOS app update: Mobile device permission based on user profiles

          Hello everyone! We have brought in support for mobile device permissions based on the user profiles which are configured in organization level. Administrators can now configure the permissions on the web app(projects.zoho.com) by following the steps mentioned
        • Next Page