Hello there,
Welcome to this month's Zoho Backstage update! While we've rolled out some exciting new features and enhancements, our primary focus this past month has been on enhancing stability and squashing bugs. We've been diligently working behind the scenes to ensure a smoother, more reliable experience for all our users. Let's dive into what's new and the improvements we've made.
Introducing Event Capacity management in Zoho Backstage
We're excited to announce the launch of the Event Capacity feature in Zoho Backstage, now available to all customers across all plans. This enhancement empowers event organizers to set an overall attendee limit for their events, providing greater flexibility and control over ticket sales.
Why Event Capacity?
Traditionally, ticket sales are managed by setting quantity limits for each ticket class. However, many organizers prefer to cap the total number of attendees, allowing for a dynamic mix of ticket types.
For instance:
- VIP Tickets: Limit of 500
- Elite Tickets: Limit of 1,000
- Event Capacity: 600
With this setup, you can sell any combination of tickets up to the 600-attendee limit, such as 500 VIP and 100 Elite tickets, or 90 VIP and 510 Elite tickets.
How it works:
- Enabling Event Capacity: Activate the Event Capacity feature in the Ticket Class tab of your event setup.
- Website sales: The system monitors both the event capacity and individual ticket class limits, ensuring ticket availability aligns with your specified constraints.
- Adding orders: If an order exceeds the event capacity, a notification will inform you, guiding you on the necessary steps to manage the situation.
- Registration approval: Approving orders that surpass the event capacity will trigger an alert, providing options to address the overage appropriately.
- Attendee import: When importing attendee lists, any entries that exceed the capacity limit won't be imported, and a failure reason will be displayed.
- Converting missed registrations: Handling missed registrations now considers event capacity, ensuring that converting these to orders doesn't exceed your set limits.
- Onsite check-ins: During the event, if check-ins surpass the capacity limit, an alert will offer options to temporarily or permanently increase the capacity to accommodate additional attendees.


If attendees attempt to complete payment after the event has reached its capacity, they'll be notified that the event is full and advised to contact the event organizer for further assistance.
Sales milestone notifications for event organizers
Stay informed about your event's ticket sales progress with sales milestone notifications!
You can now receive automatic notifications when your ticket sales reach specific milestones or when sales have concluded. This feature enables you to make timely decisions, such as increasing ticket quantities or adjusting your promotional strategies.
To enable sales milestone notifications:
- Navigate to the Registrations > Registration Settings > Notifications tab from the Dock.
- Enable the option Get notified on sales milestones.
- Choose between:
- For All Ticket Classes
- For Selected Ticket Classes
- Specify the percentage milestones at which you wish to receive notifications.
Once configured, the primary contact for your event will receive notifications when ticket sales reach the designated percentages and when sales have ended.
Benefits
- Proactive registration management: Stay ahead by knowing when you're approaching sell-out or when sales have concluded.
- Informed decision-making: Use real-time data to decide whether to increase ticket availability or adjust marketing efforts.
For instance:
Clone events across spaces
Previously, event organizers could duplicate events within the same space. With the new Clone to Space feature, you can now copy an existing event from one space to another. This means you can maintain consistency and save time by reusing event structures, agendas, and settings across various departments, teams, or regions.
Benefits:
- Efficiency: Reduce repetitive tasks by cloning complete events, including sessions, speakers, and agendas, to new spaces with just a few clicks.
- Consistency: Ensure uniformity in event experiences across different spaces by replicating proven event formats and content.
- Customization: After cloning, easily tailor specific details to suit the unique audience or objectives of the new space without starting from scratch.
To clone events across spaces:
- Open your Zoho Backstage portal homepage.
- Open an event’s menu and click Clone. The Clone Event popup will display.
- In the Clone to Space dropdown, select a space.
- Click Preferences and choose the modules to clone.
- Click Clone to complete the process.
When cloning to a different space, online payment options won't be cloned. If no payment options are configured in the destination space, the payment settings from the portal will be used instead.
Session Registration
(Early Access)
The session registration feature goes beyond the standard ticket purchase, offering attendees the option to register for specific sessions that may be paid or free, depending on the event organizer’s preferences. This addition provides organizers with greater control over session access while offering attendees a more tailored event experience.
To set up session registrations:
- Navigate to Manage > Agenda.
- Open the menu of any session and click Manage Registrations. The Manage Registration panel will appear.
- Configure the session registration as needed.
- Click Done to save the changes.
- Republish your event to apply the updates.
If you have any questions or need would like to try the early access features, please contact support@zohobackstage.com.
Thank you for choosing Zoho Backstage.
Recent Topics
Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
Limitations on editing a message in Cliq
Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via
Narrative 10: Assignment Rules - Streamlining Ticket Management
Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do more
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.
Custom form - Duplicate Value Present
I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:
Zoho API connection issues
Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',
Query Regarding our Partnership between AIC-JKLU and Zoho
Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,
Disputed Purchase Invoices
We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their
Getting events in the future
Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all
Created Date/Invalid Fields
Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.
add employees and customiz
I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees
Revenue Management: #9 Revenue Recognition in Media & Publishing
Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation
Zoho CRM Community Digest - July 2025 | Part 2:
Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.
How can I trigger a flow action only once while updating contact?
Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The
Copy a Record Template from one Form to another
I have a Creator application with several forms. I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?
Tip of the Week #70 – Create common team signatures for your shared inboxes
Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead
Enhanced data export features: XLSX format, custom character encoding, and selective record export
Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to
Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'
Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,
Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
Introducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
Quick Item Search & Auto-suggestion for Invoices
Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something
Ticketbai! en el Pais Vasco
Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload
Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
Zoho CRM Plain Text Template: Line Breaks and Formatting Issue
Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template
Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
Important updates to your connectors
Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
Create, collaborate, and manage agreements with Zoho Sign
Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users
Function #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
DNS set up
I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
hiding a topic from all but one segment (or list)
My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters
How do I set up this automation correctly?
When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If
Function #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
Custom confirmation message
How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
Desk x CRM Integration
Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need
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.
Issue with Save & Share Link – Works for Others but Not Creator
I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is
Save the pdf report from a registration form in a Folder
Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already
zoho forms integration to zoho work drive
Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:
Zoho Forms to Zoho CRM Integration failed - can I restart it?
The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?
Next Page