What's New – September 2020

What's New – September 2020

Hello everyone,

We spent September working on a few of under-the-hood improvements and squashing some bugs along the way. We've also rolled out a new feature to make your event microsites more versatile.

So here are the latest feature updates from Backstage.

Page-level permissions and smart buttons that you can customize 

Increase the security and exclusivity of your event microsite by setting up visibility level permission for your pages. When you do this you can control who can access a specific page or only allow certain members to view the content in the event microsite. For instance, you can set up the visibility of the gallery or discussion channels by enabling them only for people who have purchased tickets from a particular ticket class.
 


You can set up your pages with the Public option to let anyone on the internet view the page or use the Logged-in visitors option to restrict it to those who sign into their account. Otherwise, you can just allow ticket holders to access a certain page.

Additionally, if you hide a page on the event microsite, all the relating buttons that lead a user to that page will also be hidden from everywhere on the microsite. For example, let's say you've hidden the Agenda page from all non-logged-in users. These visitors will not be able to see the View Agenda button on the Home page.



You can add more buttons if you need to replace any hidden ones or add extra options for users. Do this by clicking the Settings icon near any button element and selecting the Add button option. Also, you have the ability to modify the design of the button to suit your theme. If you have multiple buttons grouped together, you can modify the design for all of them at once or edit them individually as well if needed.

To set page-level permissions: Go to Microsite Builder > Design > Pages

To design and manage buttons: Go to Microsite Builder > Design

OTHER UPDATES:

  • You can now set the visibility for each ticket class. Display them at all times, keep them hidden until a specific date, or automatically hide them based on a specific ticket class status.
  • Now the event organizer will be notified by email when a cancellation or refund request for a ticket is initiated.
  • Add tags to your event in the Event Details tab in the Microsite Builder. Use keywords and phrases that describe your event. Event tags enable better search results when anyone looks up your event on Backstage.
  • Add tags for each session in the Agenda tab in the Microsite Builder. Use keywords and phrases that describe your session. Session tags help attendees filter sessions in the event microsite.
  • Attendees can now view all event details in their time zone when using the attendee app. The time zone converter on the Home screen for an event will change all the dates and times (including the sessions) according to the time zone that is selected. This is available in both the iOS and Android versions of the attendee app.
  • As we've received a lot of requests to extend Backstage OnAir's introductory offer period, we've now made it available for one more month. You can use Backstage OnAir free of charge for all virtual events hosted on or before Oct 31, 2020.
 
That's all we have for September. We'll be back next month with more updates. Comment below with your thoughts. If you have any other product-related questions, send us an email to support@zohobackstage.com. We would love to help!

Happy organizing!

      • Recent Topics

      • How create a draft via workflow?

        I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

      • Function #51: Transaction Level Profitability for Quotes

        Hello everyone, and welcome back to our series! In a previous post, we shared a custom function that could determine the profitability of a Sales Order. Today, we are presenting a similar function that calculates the profitability of a Quote. The setup

      • New feature: Invite additional guests for your bookings

        Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

      • Improved Contact Sync flow in Google Integration with Zoho CRM

        Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

      • الخصم على مستوى فاتورة المبيعات

        السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

      • VAT and Taxes option not available

        Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue

      • Default Tagging on API-generated Transactions

        If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

      • Direct Feed (Bank)

        Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

      • Sales Order, Invoice and Payment numbers

        Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

      • Customer Satisfaction (CSAT) Report

        From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns

      • Timeline Tracking Support for records updates via module import and bulk write api

        Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

      • Shifts in Zoho People vs Zoho Shifts?

        Hello Zoho People Team, We hope you are doing well. We are evaluating the Shifts functionality within Zoho People and comparing it to the standalone Zoho Shifts product. We’ve encountered comments and discussions suggesting that the Shifts feature inside

      • Disable fields in During action in Blueprint?

        Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?

      • Develop and publish a Zoho Recruit extension on the marketplace

        Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

      • Subforms and automation

        If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

      • Allow Managers to Create Shifts for Their Departments in Zoho People

        Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.

      • Zoho Learn and Zoho CRM integration

        I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow

      • Maintain steady traffic to your domain: How Domain Aliasing helps

        Consider this scenario: An organization has its primary domain as administrator.com. Now it wants to shorten its domain to admin.com because it's simpler and easier to remember. However, changing the domain completely can cause the following problems:

      • Why Sharing Rules do Not support relative date comparison???

        I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

      • Workflow rule only allows 10 workflow per module

        Apparently a Zoho professional edition only allows 10 workflow rules per module. This makes workflow allocation literally impossible while allocating potential to different members of the team. I have 15 licenses. Is there a way in which related alerts can be varied? In other words, is it possible to have different related alerts be triggered with different rule criteria. so if I say, if potential is 'x' then trigger related alert 'x' and if potential is 'y' then trigger related alert 'y' Thanks,

      • IF Statement in Zoho CRM Formula Field

        Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

      • CRM Percent custom fields: When will it show the % symbol and behave like %?

        1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

      • Editing the Ticket Properties column

        This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

      • "Total Hours" on Employee Attendance Report

        I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and

      • Integration with...

        Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more

      • Generate leads from instagram

        hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

      • Adding Markdown text using Zoho Desk API into the Knowledge Base

        Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

      • Create case via email

        Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff

      • Need a Universal Search Option in Zohobooks

        Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

      • Locked Notebook

        Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing

      • Hide fields only for creation

        Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

      • Issues with Zoho Sheet in Mac

        I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store

      • Weekly Sales Summary

        Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

      • OpenAPI Specs are just plain wrong

        The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to

      • Add Account column to Invoice screen

        Please show the account column on Invoice creation screen. It is an unnecessary step to have to click add additional info and then select the account for line item. Example : on the bill creation screen when entering description we can easily code it against an account. On the invoice screen it requires additional click. Adding the column on the Invoice screen will make it faster to enter transactions. We currently have 5-6 different accounts that we code line items against, You can imagine the extra

      • Custom Footer – Zoho Writer Document

        Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages

      • Report grouping

        I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. What

      • Social Media Simplified with Zoho Social: Preview your Instagram grid before posting

        For a platform like Instagram that relies on visual appeal, it's important that you plan your image and video content in a way that holds your audience's attention. Planning your grid ahead of time gives you the benefit of understanding how your posts

      • Error code 1000

        Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,

      • VAT rates - exempt and out of scope

        Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

      • Next Page