What's New – December 2020

What's New – December 2020

Hello everyone,
 
Another year gone and what a year it’s been! These last several months have been rather trying for us—from shifting to remote work and online meetings to launching our very own virtual events solution, it’s been nothing short of hectic. If you haven’t already, take a look at our recent post where we talk about the pivotal moments that defined Backstage in 2020.
 
Moving on to Backstage's recent updates, this month’s release has been all about filling the gaps—these new features give more depth to existing ones, increasing both usability and cohesion. Read on to learn more.
 

Offline payments made easy

This is a feature a lot of our users wanted and we get why—it’s just not feasible to expect all payments to happen online. There will always be at least one part of the audience who prefer to make payments the old-fashioned way—cheque, cash, and otherwise.



In Backstage, you can accept offline payments at the venue (via cash or digital payments), cheque, bank transfer, or any other method you see fit. You can leave attendees a set of instructions for how they can make their payment on the checkout page. As and when you receive payments from attendees, you can mark their order as paid.
 


 
We’ve also added two other options to make handling offline payments more flexible for you. First, you can choose to issue tickets either at the time of the registration or at the time of payment confirmation. And second, if for some reason an attendee’s payment fails, you can still check them into the event and get the payment later on. Both these settings can be managed in the Advanced settings tab of an event’s Tickets tab.
 
To set up offline payment methods: Go to Settings > Payment > Payment setup

Add hosts for streamlined session management

The problem with having too many people on board with access to everything is that it promotes chaos. You’ll never know for sure who is doing what (and what mistakes they’re making) until it’s already done. By assigning individual tasks to each member of your team, you can reduce a significant amount of confusion. This is especially important when managing sessions. The last thing you need is multiple people trying to manage the same session at the same time.


 
When you assign specific hosts for each hall (in the case of onsite events) and each track (in the case of online events), you can give your team a chance to be more organized as everyone knows their duty. Also, as only the host can start and end sessions, there’s less chance for someone else ending a live session by mistake.
 
To add session hosts: Go to Manage > Hosts

Other updates

  • Post-Brexit, the following change will be applicable for users with the United Kingdom as their payout country: For events where Do not charge VAT for VAT-registered purchasers from selected EU countries is selected in an event's tax settings, it will only be applied to purchasers from the United Kingdom. If the United Kingdom is not part of the selected countries list, the event's tax setting will be set as Charge VAT for all purchasers.
That’s it for this month’s updates. We hope you’re happy with the latest additions to Backstage. As always, if there’s anything you need or if you’d like to pass on some feedback, you can send us an email to support@zohobackstage.com. We’d love to hear from you.
 
Happy 2021!

      • Recent Topics

      • CRM Cadences recognise auto-responses

        I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse
      • App for Mac OS X please!

        It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,
      • Facing Issues with Sites Mobile font sizes

        my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space
      • Zoho Books Payroll

        How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,
      • Different Task Layouts for Subtasks

        I was wondering how it would be possible for a subtask to have a different task layout to the parent task.
      • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

        Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
      • Notifications in Cliq client for Linux

        If I got it right, Cliq desktop client for Linux does not use the generally accepted notification method via org.freedesktop.Notification interface. For this reason, Cliq notifications do not look and behave as all other notifications. Is it possible
      • Canvas templates can now be shared with different CRM organizations

        ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
      • Unable to produce monthly P&L reports for previous years

        My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

        Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
      • Passing Info from Function to Client Script

        Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to
      • Reply to Email for SO/PO

        Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
      • ZOHO Payroll Canada

        Any plans on the roadmap for Canada?
      • What's New in Zoho Billing | January 2026

        Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how
      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
      • Multi-currency and Products

        One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
      • ZOHO Writer Folders

        Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centra
      • COQL API in JS Widget only pulling 200 records

        Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?
      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
      • Paid Support Plans with Automated Billing

        We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
      • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

        Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
      • Merge Fields that previously worked are now giving an Error!

        Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.Mailing
      • Do buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?

        In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a
      • Different form submission results for submitter and internal users

        I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section with
      • Column letter from number

        Hello, I am trying to select a cell and i have the column number. How do i do this or is there a way of getting the letter from the number? Thank you
      • Help Desk Services Solution

        I am here looking for Help Desk services solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hoping i will
      • Remove 'This is an automated mail from Zoho Sign' in footer

        Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan
      • Formatting and slow

        Creating campaigns are difficult.  I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful.  Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.
      • Default Ticket View - Table?

        Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV
      • Boost your Zoho Desk's performance by archiving tickets!

        The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
      • Paste emails to create segment

        We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?
      • Getting the Record ID of a form once it is submitted - so that form can be edited later

        In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page
      • Auto-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::before
      • Possible to define default font and size in Zoho Campaigns?

        Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!
      • Zoho Sites - General Feedback

        Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color
      • File Upload field not showing in workflow

        Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
      • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

        please help
      • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

        When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making
      • Next Page