What's New - July 2025 | Zoho Backstage
Start smart, end strong.
From knowing who’s coming to celebrating who showed up, July’s updates help you run events that feel organized from the first invite to the final thank you.
Planning an event used to be like writing a choose-your-own-adventure book where half the pages were missing. You'd start with the eternal question mark of RSVPs, stumble through the middle hoping everything holds together, and end wondering if anyone would remember your event existed.
Not anymore. This month, we’re rolling out features that bookend your entire event experience, starting from the very first “maybe” to the final moment of recognition. Because every great event deserves a beginning that makes sense and an ending that lasts.
RSVP for events
No more guessing who’s coming.
Event planning has a dirty little secret that no one talks about. You send out invites, hold your breath, and hope you’re not overcatering for ghosts or scrambling at the last minute because twice as many people arrived. It’s like planning a dinner for 50 and ending up with a buffet for 12, or walking into a packed room with no chairs.
Sound familiar? You’re not alone.
Welcome to the end of that chaos. With the new RSVP feature in Zoho Backstage, you can stop planning on hunches and start organizing with clarity.
Why RSVP changes everything
Unlike traditional event management where attendance is a coin flip, RSVP gives you crystal-clear visibility into three simple categories, ensuring that preparation and resourcing decisions are based on real data, not guesswork:
- Attending — Your confirmed guests (the heroes of your story)
- Not Attending — Honest folks who save you money
- Maybe — For those who want to say yes, but life’s a little full right now
This means you can finally plan seating, food, swag kits, and logistics based on actual responses instead of relying on educated guesses.
How it works:
- Navigate to Registrations > RSVP. To activate this feature, the organizer must create at least one ticket class—either free or paid.
For paid events, the flow gets even smoother. When guests click Attending, they’re redirected to your event website with all their details pre-filled. There’s no friction or abandoned carts. Just smooth transactions that convert intentions into actual ticket sales. Fewer clicks, fewer drop-offs, more show-ups.
Once RSVP is enabled:
- Invite-only, automatically: Once RSVP is enabled, your event becomes exclusive. Only invited guests can respond, keeping crashers and confusion at bay.
- Plus-one, not plus-chaos: Let guests bring their plus-ones without losing track of headcount. Set limits, track companions, and maintain control over your guest list.
- Response deadlines: Set a cutoff date for responses. Because someone needs to make the final catering call, and it might as well be you.
- Automated everything: From invitation emails to response tracking, the system handles the heavy lifting while you focus on making your event amazing
Response management
The RSVP dashboard organizes your guests by response status so you always know where things stand. From sending reminders to bulk editing responses, everything is built to save you time and sanity.
And when someone finally clicks Attending, they receive a ticket immediately—just like a regular registrant. Companion info is tracked in the Orders tab, so your count stays accurate.
Most importantly, you can plan your space with confidence. Goodbye awkward standing corners. Goodbye over-ordered food. Hello intentional, data-backed design.
RSVP is now live in Zoho Backstage. Because the only surprise at your event should be how perfectly everything runs when you actually know who's coming.
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans.
The Certificate Builder
Turn recognition into a moment that lasts
As your event wraps up, recognition takes center stage. Whether it’s a workshop, training session, competition, or conference, handing out a certificate transforms an experience into something lasting. It becomes something people are proud to showcase. But designing and managing certificates has always been tedious. Until now.
Say hello to the Certificate Builder, your all-in-one solution to create and deliver beautiful, professional certificates at scale. No design skills, no complicated workflows.
Drag. Drop. Done.
Design certificates that match your event’s identity, whether you prefer a classic look or a bold, modern feel. The drag-and-drop editor lets you add everything from participant names and event details to logos, images, and signature fields.
You can customize fonts, positioning, background styles (solid, gradient, or image-based), and even insert QR codes that link to secure verification URLs. You can choose between A4 and US Letter formats and set the layout to portrait or landscape. Everything you create can be previewed before it’s sent, so you know exactly what your participants will receive.
Dynamic fields and smart placeholders help you generate thousands of certificates in just a few clicks. Whether you’re awarding attendees, speakers, sponsors, exhibitors, organizers, or staff, the builder supports role-specific templates for each participant group. For attendees, you can create a common certificate for all or tailor it by ticket class to recognize different levels of participation.
You can clone templates across events and manage all certificates from a centralized panel. Easily create new designs or update existing ones.
Certificates are sent directly from your event workspace, either individually or in bulk. Use the Download Certificate link option within Scheduled Emails to deliver them automatically based on roles or attendance status, such as checked-in or no show.
You can send certificates in bulk or download them if you prefer handing them out in person. No exporting. No extra tools. Just click, send, and move on.
Every certificate can include a QR code that links to a custom URL of your choice. You can use this to direct recipients to a relevant page, such as your website, portfolio, or resource hub. This adds a professional touch and extends the value of each certificate.
More than just a gesture, certificates reinforce your event’s value and brand identity. They increase engagement, strengthen participant loyalty, and leave a lasting impression that lives beyond the event.
Recognition shouldn’t be hard. Now it isn’t.
Try the Certificate Builder today and deliver achievements that people remember.
Plan availability: Included in the Ultimate plans
Canceled requests and action history in registration approvals
See the full picture. No request goes unnoticed.
Ever had an approval request vanish into thin air? We thought disappearing acts should stay in magic shows, not event management. The enhanced Registration Approval workflow in Zoho Backstage gives event organizers better visibility into canceled approval requests, along with a full history of who took action.
Previously, if an order pending approval was canceled, it would disappear from the approval tab. This made it difficult for organizers to track the request or know who canceled it. With this update, all canceled registration approval requests are now retained and shown within the Registration Approval section of your event dashboard.
This change helps maintain a clear audit trail of registration activity. Whether an order was approved, rejected, or canceled, the full record remains accessible, including the user who performed the action.
To view this information:
- Navigate to Registrations > Registration Approval.
- You’ll now see five status types listed: Pending, Approved, Rejected, Canceled, and Completed.
Canceled requests appear alongside the others and can be filtered like any other status. For each request, you’ll also see who approved, rejected, or canceled it, giving you full transparency throughout the registration process.
This update improves accountability and helps organizers understand how many requests were withdrawn or canceled, which is especially helpful when analyzing attendee behavior or refining approval criteria.
Exhibitor enhancements
Booth member listing preferences
Speaking of visibility (because we're on a roll), let's talk about your exhibitors. You can now control who sees exhibitor booth member details on your event website. These profiles, which were previously visible only to logged-in users, can now be made public using a simple toggle. This is ideal for trade shows, public expos, or hybrid events.
To show/hide booth member profiles:
- Navigate to Exhibitors > Exhibitor Settings and enable/disable the Public Visibility of Booth Member Details toggle.
- When enabled, anyone can view booth members without logging in. When disabled (default), visibility remains limited to signed-in users.
This update gives organizers more flexibility over exhibitor visibility, helping tailor the experience for both open and closed event formats.
Plan availability: Included in the Premium and Ultimate plans
Exhibitor tags
Easily group and showcase your exhibitors with the new exhibitor tags in Zoho Backstage’s Exhibitor module. Tags help organizers manage exhibitors more effectively and make it easier for attendees to find relevant companies.
You can now assign multiple tags, such as FinTech, Startup, or Europe, to each exhibitor while creating or editing their profile. These tags appear across key touchpoints, including exhibitor listings and profile pages on both the website and the mobile app.
Attendees can filter exhibitors by tags to discover booths that match their interests. Organizers can use the same filters in the editor for faster management. Only active tags (those assigned to at least one exhibitor) are shown to attendees, ensuring a focused browsing experience.
Organizers also have control over tag visibility. Exhibitors can choose to hide certain tags from public view. These hidden tags remain visible to organizers in the editor but won't appear to attendees.
Manage tags from the Exhibitor tab or directly within an exhibitor’s profile. Tag-based filtering is already available on the web and mobile app.
Plan availability: Included in the Premium and Ultimate plans
TikTok links in exhibitor profiles
Exhibitors can now showcase their brand’s TikTok presence directly on their profile page. This new social link appears alongside existing options like LinkedIn, Twitter, and Instagram.
Other enhancements
We also have a few more touches to make your backstage run even smoother.
Attachment support for demo emails
You can now attach files to your scheduled test emails, allowing you to preview the full email experience and ensure all documents are ready for your attendees.
Session restarting
We’ve simplified the session engagement flow by removing the Re-Present Session option. Instead, presenters can now Restart sessions, and each restart is tracked separately for engagement metrics like chat, poll responses, and Q&A.
Every great event tells a story
From that first tentative “maybe” response to the final certificate download, your event now has a story that actually makes sense. No more planning in the dark. No more anticlimactic endings. Just clear beginnings, smooth middles, and memorable conclusions.
Because the best events aren’t just well attended. They're well remembered. And now you have the tools to make both happen.
Onward and upward
We’ve been rolling out a steady stream of updates, each one bringing us closer to the platform we’re working hard to build for you. While some features are still evolving, they’re all meaningful steps forward. Each update is designed with care, built to meet real needs, and shaped by your feedback.
Now that we’re in the second half of the year, we’re picking up even more momentum. There’s plenty more on the way, and we can’t wait to show you what’s next.
Thank you for growing with us and being part of the journey. We’re building something great, and we’re glad you’re here for it.
All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.If you have any questions or need further assistance, please contact support@zohobackstage.com.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Jithan Raghuraj
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Darshan Hiranandani : How many participants can join a Zoho Meeting at once?
Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?Is there a way to sell in a practical method multiple subscriptions of the same product? i.e. domain names
In evaluating Zoho Billing, a hurdle to adopting it is that Zoho Billing does not seem designed to support businesses that sell multiple subscriptions of the same product. In our case, we need to sell and manage several domain names per client. Am I rightUpdate P_Leave: code: 7052 "Employee_ID": "Enter Employee ID"
Hi, Zoho People - Update Leaves Can someone assist? ------------------------------------------------------------------------------------------ col = Collection(); col.insert("recordid":id); col.insert("Date_Check_Approval":zoho.currentdate); info zoho.people.update("P_Leave",col.toMap());Zoho Desk Ticket SLA Level
Hello, we have 2 levels of SLA escalation for our Tickets. Is there a way to display on the ticket information the level of SLA escalation the ticket currently on? I am aware that we can see in the ticket history the level of escalation that has beenCan'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 newCan't rename groups on Mac desktop app
I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"Custom CSS for Zoho CRM Team Bookings embeded widget
Hello, we are adding Zoho CRM Team Bookings (crm.zoho.com) in our public website. We know that we can change Theme Color, Font Color and Background Color: Zoho CRM Booking Styling But is it possible to change other CSS attributes e.g. Font Family, likeStrange behavior in CRM Number Field – Characters allowed but not "e"?
Hi everyone, Has anyone faced this strange issue in Zoho CRM? In a Number field, it is possible to type some characters, but the character "e" cannot be entered. This was really surprising to me. Normally, a number field should restrict all charactersBest Way to Manage Approvals Within Blueprint Stages?
Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implementMarketing Tip #25: Grow your social presence with a simple posting routine
Consistency is one of the biggest growth drivers on social media. Regular content keeps your store visible and helps customers remember you. Even 3–4 posts a week can build momentum over time. The easiest way to stay consistent is to stop trying to createHow to add "All Open AND Overdue" back to the Home Page Task Component?
Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictiveDuplicate Leads Concerns with Round Robin and Lead Approval Process
It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate, If the lead is a Duplicate the Lead owner gets an email of a duplicate needs approval email assign to the approval process This causes problems, The duplicate approval process is done by a different level person, they do not get the email notificationDashboard target enhancements
Often individuals in IT are creating dashboards for their sales team. The ability to create a single dashboard that can be used by multiple people is key. A components for a dashboard have the ability to filter by logged in user which is great. HoweverHow to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanFinding rhythm through poetry
Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World PoetryBring your own credentials (BYOC) for connections in Zoho Creator
Hello everyone, We're excited to announce an important step forward in how integrations and authentications work in Zoho Creator. Zoho Creator is a versatile platform for integrations, enabling you to connect with thousands of third-party services usingCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesProject Management Bulletin: March, 2026
We are passionate about equipping our users with efficient solutions that help them run their businesses successfully. Our collective efforts over the past 2 years have culminated in the launch of Sprints 3.0— built with reliable features, impactful integrations,Composite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weightsAutomation Series: Sync Task Status with Zoho Desk Tickets
In Zoho Projects, you can automatically close and reopen an associated Zoho Desk ticket when the status of a task is changed. This syncs the current state of the task with the support ticket without manual updates. For instance, a support team handlingAuto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)
<div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::beforeDoes zoho inventory need Enterprise or Premium subsrciption to make Widgets.
We have Zoho One Enterprise and yet we can't create widgets on inventory.Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM
Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—New UI for Writer - Disappointed
I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think thisZoho CAMPAIGNS working hours
Hi I use Campaigns Automation workflows to automate follow-ups to my Leads. I discovered this weekend that emails are being sent out on Sundays. How do I limit my Campaigns outgoing emails to business working hours? This is very important! Thanks, DDepositing funds to account
Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and thenCreate Receipt of a Donation (not a sale)
We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transactionFunction #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go toNew Custom View -Sorting the Custom fields
While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by " may also be included in Define new criteria module which will be more beneficial toGrouping Undeposited Funds to Move to other accounts
In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it shouldSync your CRM Tasks with Zoho Projects
Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,Zoho CRM strips whitespace in text fields
When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?WorkDrive API returning empty response even after placing file in Team Folder
Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: TheCustom Button makes scroll bar go down in report
I have a report with a Custom button called Completed. A colleague mentionned to me that when he pressed this custom button it scrolled down the page which is annoying since he want to stay at the same space on the repoort. There is no reload linked toQuickbooks Integrations Stopped Working
All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageIncorrect Functioning of Time Logs API (Version 3)
We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation theZoho CRM Queries Now Support Databases and Cloud Data Sources
Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified querySalesforceに添付ファイルを格納したい
お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか？ 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。Next Page