What's New – December 2019

What's New – December 2019

Hello everyone,
 
Another year gone and what a year it was! This month, we worked long and we worked hard because, as you know, work happens a lot faster when it's the end of the year. There were gaps to fill, loose ends to tie, and projects to finish. We hope you're happy with the result.
 
So here we go with the latest updates from Backstage.
 

It's here — BadgeUp for event badges!

 
If there's one event trend that's truly classic, it's probably the badge. It's a good conversation starter, makes for a nice keepsake, and helps showcase your brand. With Backstage's BadgeUp, you can design and generate stunning badges for your event participants in no time at all.

 

 

Create custom badges for all roles. Preview the badges before finalizing them and print them later when you're ready. It's easy, convenient, and takes very little time.
​To do this: Go to Manage > Overview > Badge Design
 

Unlock hidden tickets with access codes

 
Most events have private ticket classes for the special few – loyal customers, sponsors, or VIPs. But how do you keep it exclusive for just those people? Using access codes. Access codes are secret codes that reveal hidden ticket classes that are not available for the general public.  



In Backstage, you can create access codes with discounts and share them with select people. These people can then access the ticket class by applying the code.
To do this: Go to Manage > Promote > Promotional codes
 

Zoho Backstage Ticketing — The GCC Edition

 
Sometime back, we launched our ticketing system, and over the months, we've been supporting more and more countries. This time, the GCC (Gulf Council Countries) has been added to the list. Members from the GCC can connect to the payment gateway PayTabs and process payments at a 0% commission rate. Awesome, right?
 

OTHER UPDATES

 
  • Backstage has a default email address for primary contacts, concierge@zohobackstage.com. And it does the job pretty well. But we thought you might want to go by another name. So we bring you the option to replace "concierge" with a name of your choosing.
  • Get a list of people who don't complete the registrations in the Missed registrations tab of your event's Registrations tab.
  • Your microsite's URL can now also be a promo code link. Click the Copy code link option to the right of any code in the Promotional codes tab to get the promo link. When your prospects or customers visit your microsite through this URL, the promotional code will be automatically applied to their tickets.
  • Direct visitors to your websites, blogs, or other pages by linking their URLs to the images in your microsite.
  • Give your microsite more flair with custom backgrounds for the sections. You can also choose to have different backgrounds for the mobile browser and attendee app – something more suited for the mobile view.
  • We get that sometimes you may want to check in attendees well before the event starts. So we bring you the option to start checking in attendees anytime after your microsite goes live. You no longer have to wait for the event day to do it.
  • We've added Payments Pro to the list of payment gateways we support. We've also added Express checkout for Payments Pro and Payflow, and multiple currency support for Razorpay.
 
That's all for this month. As always, we'd love to know what you think in the comments below. You can also write to us at support@zohobackstage.com with product-related queries.
 
Happy 2020!





        • Recent Topics

        • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

          Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account

        • Customer payment alerts in Zoho Cliq

          For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

        • {"code":1038,"message":"JSON is not well formed"}

          Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

        • Zoho Editor

          Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.

        • Figma in Zoho Creator

          Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?

        • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

          How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

        • Enable / show scroll bar when Mega Menu is opened

          Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page

        • Restore lost Invoice!

          Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 

        • Zoho Desk Down

          Not loading

        • lookup and integrated forms

          I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup

        • Partially receive PO without partial Bill?

          Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive

        • 2 users editing the same record - loose changes

          Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,

        • How to get the Dashboard page to be the first page when you open the app

          So when it opens on a tablet or phone it opens on the welcome page, thanks.

        • How I set default email addresses for Sales Orders and Invoices

          I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

        • Adding hyperlinks in CRM emails time automatically

          It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way

        • Notes Attachments

          Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you

        • Zoho Sheet - Desktop App or Offline

          Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

        • Formula fields not refreshing until page is reloaded

          I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount

        • How can I setup Zoho MCP with Chat GPT

          I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

        • API ZOHO CRM Picket list with wrong values

          I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values

        • Group Emails

          I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.

        • Enable Password Import option in ulaa browser

          Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually

        • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

          Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with

        • Client Script | Update #13 - Introducing ZRC: Simplified HTTP request library

          Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho

        • Selection Filed for Data Export section

          Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose

        • Text wrap column headers in reports?

          Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

        • What if I dont see contacts on the left side list

          My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.

        • Comments Vs. Replies

          I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

        • Transitioning to API Credits in Zoho Desk

          At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

        • Add Custom Reports To Dashboard or Home Tab

          Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

        • Resetting auto-number on new year

          Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

        • Microsoft Phone Link

          Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

        • Voip Phone system that integrates with Zoho

          Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and

        • Removing Related Modules Lookup Fields Assignment / Relationship

          Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

        • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

          Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

        • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

          Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

        • Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

          Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.

        • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

          In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

        • can I link a contacts to multiple accounts

          can I link a contacts to multiple accounts

        • Next Page