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

        • Image inputed in Zoho Form were displayed to small in exported version

          Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

        • API. How do I get responses submitted to the form?

          Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

        • Question about Zoho CRM Professional plan users

          Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

        • Communicating with emojis

          On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

        • Help integrating Aircall into Zoho CRM

          Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

        • Shopify Extension no longer working in CRM

          Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

        • How to keep track of bags, cans, drums of inventory?

          We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

        • Easy third party collaboration: Zoho Flow Integration

          Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

        • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

          Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

        • how to edit the converted lead records?

          so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

        • Share Video Response Card ion Zobot

          I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

        • Zoho Bookings <> CRM integration

          Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

        • Cannot reject empty expense report

          Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

        • Use of Zia within Forms

          I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

        • Default in fields on Form B based on the user selection in Form A

          Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

        • Last activity time is acting like last modified time

          When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

        • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

          Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

        • HEX/RGB Color Input in Visual Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

        • CRM and Campaigns- tags not integrating?

          Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

        • Maximum limit of rows exceeded

          I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

        • Can't change form's original name in URL

          Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

        • Tip #7: 5 formas de mantener tus listas de correo electrónico

          Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

        • Mail Merge related Lists

          When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

        • create-a-purchase-receive API issues

          Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

        • Zoho Pagesense really this slow??? 5s delay...

          I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

        • Heatmap: Missing Content Elements - Zoho Page Sense

          Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

        • Marketing Tip #3: Use social proof to build trust

          People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

        • Writing by Hand in "Write" Notes

          Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

        • Make CAMPAIGNS email look as simple as possible

          Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

        • Zoho Sign Reminder email template

          Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

        • Preview an upload PDF or File

          I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

        • How to filter emails by Reply-to field?

          I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to

        • How to invite friends on other social media platforms to one of my group chats in arattai?

          Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

        • Line spacing

          I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar

        • Google Fonts Integration in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

        • Control Position of “X” (Close) Button in Popup Editor

          Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup

        • Add Standalone “Save” Button in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

        • Text Direction Control in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

        • Autosave in Pagesense Popup Editor

          Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In

        • Billing frequency is not displayed correctly.

          Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

        • Next Page