What's New - February 2025 | Zoho Backstage

What's New - February 2025 | Zoho Backstage

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:
  1. Enabling Event CapacityActivate the Event Capacity feature in the Ticket Class tab of your event setup.
  2. Website salesThe system monitors both the event capacity and individual ticket class limits, ensuring ticket availability aligns with your specified constraints.
  3. Adding ordersIf an order exceeds the event capacity, a notification will inform you, guiding you on the necessary steps to manage the situation.
  4. Registration approvalApproving orders that surpass the event capacity will trigger an alert, providing options to address the overage appropriately.
  5. Attendee importWhen importing attendee lists, any entries that exceed the capacity limit won't be imported, and a failure reason will be displayed.
  6. Converting missed registrationsHandling missed registrations now considers event capacity, ensuring that converting these to orders doesn't exceed your set limits.
  7. Onsite check-insDuring 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.


Info
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:
  1. Navigate to the Registrations > Registration Settings > Notifications tab from the Dock.
  2. Enable the option Get notified on sales milestones.
  3. Choose between:
    1. For All Ticket Classes
    2. For Selected Ticket Classes
  4. 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:
  1. Open your Zoho Backstage portal homepage.
  2. Open an event’s menu and click Clone. The Clone Event popup will display.
  3. In the Clone to Space dropdown, select a space.
  4. Click Preferences and choose the modules to clone.
  5. 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:
  1. Navigate to Manage > Agenda.
  2. Open the menu of any session and click Manage Registrations. The Manage Registration panel will appear.
  3. Configure the session registration as needed.
  4. Click Done to save the changes.
  5. 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

      • Trying to access records in a custom module in Zoho Desk and not having luck

        I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The function
      • 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 weights
      • ZOHO Books Smart Accounting Software for Travel Agency

        Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF   
      • 452 Mailbox delivery restricted by policy error

        We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in Pending
      • Send Email reply on behalf of Agent

        Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of an
      • Sharing Tickets to a team within a department

        Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a
      • Removing To or CC Addresses from Desk Ticket

        I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
      • Do not use isnull()

        Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.
      • Organization wide Account and Contacts Visibility/Sharing Capabilities?

        Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
      • Is there a way to configure dark mode for Campaigns emails that go out to customers?

        I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other
      • When Does WorkDrive integrate with Books?

        When Does WorkDrive integrate with Books?
      • How do I import Connected Records for a Deal?

        Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec
      • FSM integration with Books

        Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
      • How to close an estimate ?

        Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be
      • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

        Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
      • How do you print out the invoices comments

        I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.
      • Unable to load a specific image

        Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. David
      • Why does the Address field show the wrong map location even with a correct Pincode?

        I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seems
      • Uploaded files are not included when using "Include user submitted data" in Email Notification

        In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File
      • Books <-> CRM synchronisation with custom Fields

        Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
      • 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 storage
      • Archive Option in Conversation View

        Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
      • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

        We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,
      • Outlook is blocking incoming mail

        Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks
      • Track Marketing Automation Campaigns in Zoho CRM

        Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in
      • Zoho Social API for generating draft posts from a third-party app ?

        Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
      • Temporarily rate limited due to IP reputation.

        We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
      • Incorrect 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 the
      • IMPORTANT: It doesn´t search for letters with portuguese characters.

        Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the
      • IMPORTANT: It doens´t show full article name on search - Should add line break

        When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has
      • Zoho Books - Payment Gateway - Revolut

        Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.
      • Zoho Books | Product updates | January 2026

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the
      • Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets

        Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive
      • Connect Bank in Zoho Books

        Can I connect UOB or Ariwallex in Zoho Books?
      • Using MPN across multiple SKUs and inventory tracking

        I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
      • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

        Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,
      • Marketing Tip #1: Optimize item titles for SEO

        Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
      • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

        Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
      • ZOHO Books Query

        Good day, Can someone please advise. I recently migrated from ZOHO Invoice to ZOHO Books. No that I want to use the inventory on Books I cant as all my items have transaction history. The person I spoke to at ZOHO said I need to create a new Company profile
      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
      • Next Page