What's New? (March & April 2023)

What's New? (March & April 2023)

Hello everyone!

We are excited to share with you some of the newest features and updates that we have rolled out for our platform. At Zoho Cliq, our primary goal is to make communication effortless and seamless for teams across the globe. With these latest updates, we are confident that we are one step closer to achieving this goal.

From the introduction of dual reply mode and screen share support to the addition of a QR code generator for form view handler and WorkDrive upload restrictions, there is something for everyone. So, let's dive into these updates and explore how they can improve your communication and collaboration experience with Zoho Cliq.

  • Dual reply mode: With the new reply mode, you can now choose between thread replies and normal replies, and switch between modes as needed. This feature provides flexibility in how you communicate with your team members and allows you to adjust to the context of the conversation.

  • Host handover in meetings: This feature allows you to assign another participant as a host of the meeting when you need to leave without disrupting it. This helps to ensure your meeting continues without interruption, even if you're not able to attend further.
  • Optimization of chat switching during meetings: We've optimized the response time for switching between different chats during a meeting to be 50% faster. This enhancement ensures a smoother experience when switching between different conversations, allowing you to stay focused and productive during meetings.
  • Feedback after calls: We've made it easier for you to provide feedback after a call. You can now send your feedback directly from a meeting through the more options (kebab button) or via a small feedback pop-up that appears after some calls. This allows you to provide feedback to our developers quickly and easily and help us improve the quality of our service.

  • Screen share support: Our new update to the Zoho Cliq iOS app allows you to share your mobile screen in a meeting, providing more mobility and flexibility for remote work. This feature is particularly useful for those who need to present their work or collaborate on a project during a meeting on their phones.
  • Microsoft Teams migration: We've made it easy for those who are looking to migrate from MS Teams after Microsoft's sudden decision to discontinue their free Classic version. With just a click of a button in the admin panel, you can start a simplified process to migrate all your data from MS Teams to Cliq. This brand-new import feature allows you to continue conversations in Cliq instantly and manage your communication more efficiently.
  • Org policy to limit/allow all users of the organization to install extensions: With the latest update to the organization policy, administrators now have the ability to restrict users from installing extensions that are not verified and available only in the Cliq marketplace. By allowing admins to control the installation of extensions, users are prevented from downloading and installing any extension that may pose a risk to the organization's security. This policy ensures that all extensions are reviewed and approved by Cliq, thereby increasing the credibility of the extensions and minimizing the potential for security threats.
  • Admin configuration to customize shortcuts for Cliq iOS and Android apps: Admins can now personalize the Cliq app's shortcut menu on iOS and Android devices. This allows them to choose which shortcuts should appear when their organization's users press and hold the app icon, including frequently contacted users, unread chats, switching accounts, and more. By tailoring the app's functionality to their organization's needs, admins can improve user experience, navigation, and productivity.

  • QR code generator for form view handler: You can now generate a personalized QR code for your forms through the Form View Handler, with custom parameters if required. This makes it easier for users to access the form by scanning the QR code and simplifies the process of collecting and organizing data.


  • WorkDrive upload restriction: Admins now have the option to prevent users from uploading files from Zoho WorkDrive in a chat. This provides more control over the type of files that can be shared and helps maintain data privacy and security.

We hope that all these updates will make your communication experience with our platform even better. We are continuously working on adding new features and enhancements to our platform to ensure our users have access to the best communication tools. We want to thank you for your continued support and feedback, and we look forward to hearing from you as you begin to explore these new features.

    • Sticky Posts

    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
    • New in Zoho Chat: Threaded conversation at its finest best

      Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 
    • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

      Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
    • What's new in Zoho Cliq - June 2020 updates

      Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's
    • 4 Things You Should Do Once You Get Started with Cliq

      Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which
    • Recent Topics

    • How to create a drop down menu in Zoho Sheets

      I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.
    • Introducing Keyboard Shortcuts for Zoho CRM

      Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
    • Zoho CRM's custom views are now deployable from sandboxes

      This feature is now available for users in the AU, JP, and CN DCs. This feature is now available for users in CA and SA DCs. New update: This feature is now available for users in all DCs. Hello everyone, We're excited to announce that you can now deploy
    • Scheduling Calls in CommandCenter / Blueprints

      I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
    • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

      Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
    • Limit in number of records for subforms and multi-select lookup fields

      It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module.  Are there any ways to work around this limitation if we
    • Kaizen #136 - Zoho CRM Widgets using ReactJS

      Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM
    • Getting Permission denied to access this portal.

      We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can
    • Marketing Tip #1: Optimize item titles for SEO

      Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
    • Does Zoho Docs have a Line Number function ?

      Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
    • Setting Default Views for Custom, List and Detail Views

      Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting
    • Custom function return type

      Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
    • Filter Based API request in Zoho Books using POSTMAN

      How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
    • URL validation

      We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
    • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

      When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com
    • Has anyone been experiencing slow issues?

      Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
    • Zoho Projects Roadshows 2025 - USA

      Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
    • Billing Management: #6 Usage Billing in SaaS

      Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
    • Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?

      Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the
    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
    • Allow syncing Activities from other applications

      Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
    • Ask the Experts #1

      Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
    • How to overcome Zoho Deluge's time limit?

      I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
    • Checking if Creator has Change History

      Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission
    • Your bot just got smarter: AI-Powered routing that reads between the lines

      What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
    • Adding contact role to a specific deal js sdk malfunctioning

      i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",
    • Q3 Updates from Bigin!

      Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your business
    • New Series Announcement - Ecommerce Marketing Tips

      Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
    • Client Script | Update - Introducing Subform Events and Actions

      Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
    • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

      Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);
    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
    • Zoho Canvas - Custom templates for related lists

      Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?
    • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

      Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I
    • Notebook font size issue

      If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.
    • Next Page