What's New - May 2025 | Zoho Backstage

What's New - May 2025 | Zoho Backstage

Hi everyone, 

A May-zing month for you!

As summer rolls in and event season picks up the pace, we’ve been working on a set of updates in Zoho Backstage to help make your day-to-day life a little easier. This month’s improvements are all about tackling the real challenges that event professionals face daily, from complex stakeholder communications to payment processing bottlenecks.

Module-Specific Primary Contacts

May the right message reach the right inbox

Modern event management often involves multiple stakeholders managing different specialized areas. The new Module-Specific Primary Contact feature allows event organizers to assign dedicated primary contacts for each module individually, creating clearer communication pathways where registration queries reach the registration team, speaker communications connect with speaker coordinators, and sponsor-related emails land in the appropriate inbox. 

Setting up these specialized contacts is straightforward. Event organizers can navigate to Communicate, then Email, Preferences, Primary Contact, and Assign Primary Contact, where they can add and verify contact details before assigning them to specific modules, including Registrations, Speakers, Sponsors, and Exhibitors. Once configured, each module operates with its own communication pathway, improving clarity and coordination.

The system includes essential management controls such as the ability to change primary contacts, edit sender names, and unassign contacts when team structures evolve. To ensure reliable email delivery, the platform provides authentication notifications when needed, maintaining reliable communication.

These primary contacts are integrated into their respective module interfaces:
  • Registration Settings
  • Speaker Settings
  • Sponsor Settings
  • Exhibitor Settings


When changes are needed, clicking Change Primary Contact in any module provides direct access to the email management interface.

Plan availability: Included in the Premium and Ultimate plans

Offline payments with visuals and verification

May offline payments be crystal clear

Building on recent registration improvements, Zoho Backstage has upgraded its offline payment system with two key features: the ability to upload QR codes or instruction images, and a transaction ID verification process.

The visual enhancement allows event organizers to upload QR codes or detailed bank instruction images for each offline payment method during the setup process. Located in Registrations > Setup > Payments under the Offline Payment options, this feature includes live preview capabilities and the flexibility to replace or remove images as needed.



For attendees, this translates to a clearer payment experience. When selecting offline payment options, they see the uploaded visual guidance, enhancing clarity and reducing payment errors. After placing their order, attendees can optionally enter a Payment Transaction ID if they've completed the payment, creating a direct link between their transaction and registration. 

The organizer experience becomes more efficient with the verification process. Orders with transaction IDs enter a Payment Verification Pending status, where organizers can review the provided ID and choose to verify it or mark it as a mismatch. Verified orders are updated to Paid status, while mismatched entries trigger automated emails prompting attendees to correct their details.



The system maintains flexibility throughout the process. Attendees who initially skip the transaction ID can log in later to add or update this information, automatically triggering the verification process. Meanwhile, organizers retain the ability to manually enter transaction IDs when adding new orders, checking in attendees, or recording missed registrations, ensuring no payment scenario goes unaccounted for.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

WhatsApp number change

May you change your mind—and your WhatsApp number

Zoho Backstage offers the ability to change registered phone numbers within WhatsApp integrations at any time. This enhancement provides flexibility for teams to update their communication settings as needed.

The phone number change process operates through Portal Settings > Integrations > Event Communication > WhatsApp, where organizers can click the Change button next to their current number and select any verified alternative from their WhatsApp Business account. For unverified numbers, the platform provides direct verification capabilities through OTP systems, allowing organizers to verify and switch to new numbers within the Zoho Backstage interface.
Importantly, changing phone numbers preserves all existing configurations. WhatsApp triggers, templates, and automated processes continue functioning as configured, ensuring communication continuity while providing the flexibility to adapt to changing organizational needs.


Plan availability: Included in the Essentials, Premium, and Ultimate plans

Recovering lost registrations with winback emails

May we remind you?

The Reminders for Missed Registrations feature introduces a sophisticated winback email system designed to recover potential attendees who begin but don't complete the registration process. 

The system identifies missed registrations when purchasers reach the payment page but don't complete their order within the established registration time limit. These registrations are stored for up to 180 days, creating opportunities for recovery efforts through targeted reminder campaigns.

Event organizers can configure up to five reminder intervals through Communication > Reminders, setting triggers based on minutes, hours, or days after abandonment. A typical strategy might include an immediate 30-minute follow-up, a one-day reminder, and a final three-day appeal, though the system accommodates various timing strategies to match different event types and audience behaviors.



The reminder system includes intelligent safeguards for optimal communication. Only the most recent missed registration per purchaser receives reminders, and all automated emails conclude when the event ends. For events requiring more than five reminder intervals, limits can be increased upon request, ensuring the system scales with various event marketing strategies.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

Directly convert approval requests to orders

May your approvals turn into orders instantly

Event planning frequently involves various payment methods and approval processes. This new feature provides organizers with direct transformation of approval requests into confirmed orders.



This enhancement proves invaluable for managing offline payments made through bank transfers, cash transactions, or other non-digital methods. Organizers can efficiently convert approved, pending, or rejected requests into active orders with complete payment details recorded in the system.

The process is simple: organizers locate the relevant request in their Registration Approval requests section, click the Convert to Order option, and complete the process by recording offline payment details. This direct conversion capability ensures that all registration records remain current and accurate within Zoho Backstage.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

Looking ahead together

May these be the foundation for what's next

These May 2025 updates are all about making everyday event planning simpler, smoother, and more connected. Whether it’s clearer communication, easier payment tracking, or smarter follow-ups, each new feature is designed to solve real challenges you face while managing events.

We know how fast things move during event season. That’s why we’ve focused on updates that blend seamlessly into your existing workflows, helping you stay in control without adding complexity.

We hope these improvements make a meaningful difference for you and your team. As always, we’re here to support you—and we can’t wait to share what’s coming next.
Info
All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.
For additional assistance or questions regarding these new features, contact support@zohobackstage.com. Stay tuned for continued updates designed to enhance your event management capabilities.

    • Recent Topics

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Approval-based booking with Zoho Creator and Zoho Bookings

      Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming

    • Member Accounts in Related List

      Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using

    • how do i remove a specific Zoho Service from my account

      I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?

    • I Want migarte all invoice details to zoho sheets

      I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.

    • were can i find my invoices i need this for my accountant

      were can i find my invoices i need this for my accountant, how can i get id direct to my email?

    • ONLY email field not populating Writer fillable document (randomly)

      I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,

    • My number is marked as spam

      Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.

    • Personnalisation des paramètres dans Zoho Mail

      Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines

    • How To Save Data Into Zoho CRM Sandbox

      Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",

    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

    • Question about retrieving unsubscribed contacts (outside of lists) via API

      Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there

    • Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge

      Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field

    • How to customize the colors of the Client Portal login screen and add the company logo?

      As title, how to customize the colors of the Client Portal login screen and add the company logo?

    • Daily updates/fixes and how to see what was changed?

      When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was

    • Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

      Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,

    • Why should I choose Zoho Inventory vs Odoo?

      Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I

    • Product Updates in Zoho Workplace applications | July 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.

    • PLEASE FIX YOR BUGS

      PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.

    • Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

    • Create online meetings for Booking Pages with Zoho Meetings and Zoom

      Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with

    • Filters in audit logs

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced

    • Enhanced help options in Bigin

      Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited

    • Zoho FSM API Developer Needed

      Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler

    • Revenue Management: #4 What if there are uncertainties in project or service delivery?

      Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated

    • This mobile number has been marked spam. Please contact support-as@zohocorp.com

      Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?

    • Items Serial Tracking Issue

      We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

      For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.

    • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

      Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears

    • Can't be able to check-in in laptop

      even after giving location access still i can't be able to check-in in laptop.

    • Compensation Cess on Coal ₹400 per tonne. ?????

      The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value

    • 7 month over zoho book purchase but still not immpliments Golive

      7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some

    • Average Costing / Weighted Average Costing

      Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

    • How to update/remove file in zoho creator widgets using javascript API

      Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

    • Parent & Member Accounts (batch updating / inheritance)

      Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to

    • Edit Legend of Chart

      I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.

    • Extended timeouts for APIs beyond 40secs for to accomodate LLMs

      A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be great

    • Deletion of Zoho Account

      To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this current

    • Next Page