What's new in Zoho Cliq - September 2020 updates

What's new in Zoho Cliq - September 2020 updates

Hello there!
 
Here's a set of new features and enhancements for the month of September that we've put together to make sure you stay up to date on what's new from our end.

Here's what's new in the Cliq Web:

Bring your apps into Cliq with Widgets 

Widgets bring the tools you use into one place: your Cliq window.

Widgets integrate with your everyday apps to create a custom view inside Cliq. You can easily access them from the Widget section in your Cliq sidebar.

For instance, let's consider the Twitter Widget which comes with the Twitter integration for Cliq.

The Twitter Widget shows your Twitter feed, lets you like, retweet, search, and even post a new tweet. You can also view the current trending hashtags based on your region and topic as well.



Widgets can also be bundled into an extension and hosted on the Zoho Marketplace. We have updated a few of our existing Marketplace extensions, such as Poll for Zoho Cliq, Box for Cliq, Dropbox for Cliq, and a few others with Widgets.

(Note:  Widgets is made available for Cliq mobile apps also)

Document collaboration made easy with the Zoho Writer Integration for Cliq

Zoho Writer’s integration with Cliq is a great way to collaborate on your documents from the comfort of your chat window. This powerful integration comes with a “Documents” Widget where you can view recent documents, create new documents, view documents shared with you, your favorites, or even create a new template.





The integration also comes with different command shortcuts like:

/attachdoc - which help you attach documents to other chats and channels
/quicknote - helps to jot down ideas and save them in Writer
/searchdoc - to search your writer documents from within the chat window
/sharedoc - to share your writer documents with others.


 

Telephony integration for Cliq: Automatic status updates and context-driven suggestions

Cliq detects the context behind every conversation to suggest smart follow-up actions. For example, whenever there is a phone number that is shared on chat, a contextual suggestion powered by Cliq’s Telephony integration is listed right next to the text.  

Make sure that Telephony is set up and enabled from the Zoho App of your choice (CRM, Bigin, Recruit, Zoho One) and get to make an outbound call right from your chat window.





Also, once the call gets connected, your Cliq status automatically reflects that you’re on a call.

Build webhook based extensions for Cliq  

You can now create a webhook based extension for Cliq. The extension can be created by accessing Cliq’s developer console, and all you have to do is create the extension, choose the platform components you’d like to add to your extension and provide a call back URL for your server.
 


Configure Taz notifications and stay updated! 

Now you can configure Taz notifications and get to decide on when to receive alerts/notifications under specific circumstances.

You can enable/disable notifications for the following cases:
  • When a document is shared
  • When a new event is created or updated
  • When an event invite is accepted or rejected
  • For event reminders
To do so,
  • Click on your profile picture and go to Profile & Settings
  • Click on Personalize > Notifications > Taz
You can enable/disable the notifications for specific actions as per your needs. 



Here's what's new in the Cliq iOS app:

Sync dark mode with your iOS settings

You can now swiftly toggle between light and dark mode by syncing Cliq with your device settings. 
To do so:
  • Go to Settings > Personalize
  • Enable Sync with device setting option under Night Mode
Enabling the option will sync Cliq with your device settings i.e when you select the night mode theme for your device it will be reflected in Cliq also.



New addition to Cliq's default status options: Away

Make sure that your teammates know when you're away from work/desk by switching to Away status in Cliq. 



Share content to Cliq with ease

The improved version of the share extension provides a convenient way to share content from other apps to Cliq effortlessly. The improved full-screen UI for share extensions puts a stop to endless scrolling through for selecting a chat and makes it easier for you to view and select a chat/channel.

Share info into Cliq with ease now!

Configure mobile notifications to suit your needs  

We have tweaked our system to keep you notified in real-time with messages that are directed to you or when someone @mentions you in a conversation. Now you also get to configure whether to receive notifications with sound or not at your convenience.

To configure notification settings,
  • Go to Settings > Notifications
  • Under Notification when active on web you'll be displayed with two options to choose between: Receive with sound and Receive quietly
You can select either one of the options based on how you'd like to receive mobile notifications when you're active on the web.



I hope that you'll try out all the new updates and be your most productive self on Cliq.

To view all the updates in Cliq, head over to What's new on Cliq.

See y'all with a new set of updates.

 
Best,
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

        • Security Enhancements | Migrate to the Updated Policies

          Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the
        • Bring Zoho Shifts Capabilities into Zoho People Shift Module

          Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.
        • Facturation électronique 2026 - obligation dès le 1er septembre 2026

          Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
        • Quick Create needs Client Script support

          As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
        • How to block a WhatsApp user for sending spam

          Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq
        • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

          Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as
        • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

          Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
        • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

          Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
        • Automation#20 : Auto-Add Ticket Tags based on Keywords

          Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps
        • Automation#21: Track Ticket Transfers Across Departments

          Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between
        • Email Integration - Zoho CRM - OAuth and IMAP

          Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
        • Homepage not assignable to group

        • MS Teams for daily call operations

          Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
        • Automation#22 Track Ticket Duration at Specific Status

          Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
        • Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

          Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and
        • Address changes in quote form

          When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are
        • Automation#24: Auto-Update custom field from Accounts to Tickets

          Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,
        • Kaizen #227 : Client Script Support for List Page (Canvas)

          Hello everyone! Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use
        • Implement Date-Time-Based Triggers in Zoho Desk

          Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting
        • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

          Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,
        • Automation#27: Retain Ticket Owner on Moved Tickets

          Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages
        • Automation#28 Notify Agents on Article Expiry

          Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to
        • Automation#29 Retain ticket status on moved tickets

          Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving
        • Automation#32:Auto Add New Portal Users to the Help Center User Groups

          Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with
        • Automation#34 : Automate Email threading for Ticket notification

          Hello Everyone, It's been a while since we've presented an automation. However, our community has been buzzing with ideas, use cases, and discussions with our community experts and Ask the Experts session. So, here we are again, presenting an automation
        • Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

          Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and
        • Automation#36: Auto-create time-entry after performing the Blueprint transition

          Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single
        • Automation#33: Automate Splitting Names for Existing Contact Records

          An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom
        • Workqueue

          I really like the idea of the Workqueue generally - it will be really useful. What it seems to lack however, is the ability to customise it properly. I want to be able to show a custom view rather than just "My Leads" and "Leads Assigned in Last 3 hours".
        • Webform & spam

          Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are
        • Zoho CRM Web form page URL

          Hi there, I am getting quite a bit of spam through my Zoho CRM Web form and want to restrict the URLs it is submittable from. I can see that I can add Location URLs but I need to be able to just add a domain so can I enter mydomain.com/* to cover all
        • Receiving too many Spam Leads. Why?

          I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory
        • Mail Merge is not working properly as far as the AUTOMATE section is concerned

          Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge
        • Canvas Detail View Related List Sorting

          Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
        • project name field issue- n8n

          Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape
        • Function #20: Custom calculation in item table of invoices

          When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
        • Critical:- Eneble TDS filing for 26Q from the zoho book

          We currently extract TDS data from Zoho Books and manually input it into a separate TDS software to generate the FUV file and file returns. Previously, while using Tally, we benefited from an integrated feature that seamlessly recorded transactions and
        • How to track repeat customers?

          I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:
        • How to hide or archive a blog post temporarily in Zoho commerce website builder?

          I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog
        • Zoho Books - Breaking A Working App

          We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:
        • Next Page