What's New - October 2024

What's New - October 2024

Hello everyone,
We’re excited to announce the latest updates to Zoho Backstage, crafted to improve your event management experience and compliance! Here’s a quick overview of what’s new this month:
 
New feature  
 
Kingdom of Saudi Arabia - VAT (early access)

We’re introducing VAT management for events in the Kingdom of Saudi Arabia for Essential plan and above users.
 
Feature highlights

VAT is required for businesses with an annual turnover exceeding SAR 375,000. For in-person and hybrid events held in Saudi Arabia, VAT applies based on the event location. For online events, VAT applies based on the attendee's location.
 
Key terms
  • TRN (Tax Registration Number): A unique 15-digit identifier issued by ZATCA for tax purposes.
  • VAT Rates: Standard (15%), Zero-rated (0%), and Exempt.
  • Place of Supply (POS): The VAT-eligible location based on where goods or services are received.
 
How VAT works in Zoho Backstage
  • Configure Your Organization’s Location: Set the organization’s location in Portal Settings > Payments.
  • Tax at the Event Level: Enable tax from the Tax tab once the event location is set.
  • Ticket Purchase: VAT automatically applies based on the event or attendee location.
 
Notes
  • VAT can't be applied to events held outside Saudi Arabia
  • An event can't be published without specifying its location
 


Email enhancements  

  • Badge download: The "Download Badge" button is now available in several Exhibitor emails, including:
    • Exhibitor Request Approved
    • Invite Booth Member
    • Booth Reassigned
    • Also, all Scheduled Emails
  • "Invite prospect to your event" email: Now listed under Automated Emails, with a toggle option to keep it active or paused. If "Take Consent from Prospects" is enabled under Data Privacy, the email will be active by default.
  • Email notifications for guest lists: Event organizers can now decide whether to send email notifications when adding guest lists to promotional codes. By default, emails will be sent unless turned off.


 
Other changes and improvements  
  • From email updated for demo emails: Demo emails now use the primary contact’s email address as the from address by default to prevent spam filtering.
  • Enhanced event details in "Invite prospect to your event  " email: This email now includes the event’s date, time, and location.
  • "Order Canceled" email: The order ID now links directly to the “Manage Order” page for easy access.
  • Acknowledgement of exhibitor requests: Event information now appears at the top of the email for quick reference.
These updates make Zoho Backstage more powerful and compliant. We hope you enjoy these improvements! For any questions, reach out to us at support@zohobackstage.com.
 
Thank you for choosing Zoho Backstage!
 
      • Recent Topics

      • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

        I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
      • Base Currency Adjustment Reversal

        Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'
      • Please implement UAE Central Bank FX rates

        Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
      • Search Records returning different values than actually present

        Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"
      • Super Admin Access to All Courses and Spaces in Zoho Learn

        Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.
      • Print checks for owner's draw

        Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?
      • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

        [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
      • Revenue Management: #10 Common Mistakes while Recognizing Revenue

        We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing
      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
      • integarting attachments from crm to creator

        when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);
      • Search Option

        🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service
      • Mobile Chat Window - Full Screen

        Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
      • Is it possible to customize ZC Themes?

        I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
      • Is it possible to create Custom function-based Lookup field in Zoho CRM

        Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
      • @mention in comments no notification

        Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
      • Zoho unified inbox

        The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
      • Add "Running Balance" column to Account Transaction Reports

        Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
      • Unified customer portal login

        As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
      • WhatsApp Channels in Zoho Campaigns

        Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
      • error : Object code : 6500

        b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------
      • How to book GST paid in zoho books

        hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
      • I got unknown charge from Zoho

        Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.
      • Function 56: Automatically enable the option for customers to pay via bank account

        Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
      • Attach Files to Your Notecards and share them on the go!

        Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple
      • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

        Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,
      • How to searchByCriteria records that are under approval?

        I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"
      • How to add Simple Analytics to Zoho Pages?

        I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script
      • Cant seem to delete an email account

        Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really
      • Import data into Multi-Select lookup field from CSV/Excel

        How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
      • Script that deletes a record?

        We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,
      • A formula that capitalises the first letter of each word

        Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.
      • Quotes in Commerce?

        In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to
      • Zoho Commerce - Mobile Application

        Does Zoho Commerce have a mobile application for customers to place an order?
      • Register user through Phone Number by Generating OTP

        In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification
      • Unable to change sales_order status form "not_invoiced" to "invoiced"

        I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting
      • Custom Buttons for Mass Actions

        Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were
      • Zoho Vault Passwords

        Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.
      • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

        I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?
      • Zoho Creator to Zoho CRM Images

        Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
      • 【Zoho CRM】レポート機能のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。
      • Next Page