What's New—February 2023

Dear Backstage users,

This time we've rolled out a new feature to help you with further customizing your microsite in order to provide more flexibility for collecting information from event participants. Along with this, our existing features have also undergone quite a few enhancements, and we hope you can see the difference in how much better and more cohesive the overall Backstage experience is.

So here we go with a quick rundown of all that's happened last month.

Get the right details from event participants with forms you create

Previously, Backstage allowed you to add new fields to default forms to collect more information from microsite visitors. Now you can design your very own form, set properties for all the fields on the form as per your need, and place it anywhere on the microsite using custom sections.

Simply click the Add section button on any microsite page in the Design tab and select the Custom form tab. Then click the Create custom form button, provide a name and description for your form, and continue on to build your form. Once you've published your form, it'll be saved and listed in the Custom form tab, which you can pick anytime and add as a section in the microsite.

Data collected from these forms will be listed in the Form responses tab found inside the Manage Dashboard in the Event Console.

OTHER UPDATES

• Tags can be added for sessions when you create them. This will help attendees easily find them when looking up a specific session in the event agenda on the microsite.
  
• Tab navigation in the Sponsors tab has been modified to match the other tabs in the Microsite Builder.
  
• Export event exhibitors from the Exhibitors tab in the Microsite Builder.
  
• Set different redemption levels for each guest who is invited to use a promo code when purchasing a ticket. Redemption details like how much each individual has redeemed and the maximum redemption limit for each guest can be downloaded when exporting the promo code list. You can also provide the maximum redemption limit for each guest if you choose to import your guest list to easily populate these details in Backstage.
  
• Default options can be provided for quick fields, sub fields, and custom fields (except the Upload field) in all forms in Backstage, and also for the Country field of the billing address in the registration form. This can be set up by selecting the field in the form and choosing an option in the Default option dropdown in the resulting panel that displays.
  
• Page visibility, which was earlier limited to only attendees, is now extended to speakers, sponsors, and exhibitors as well. Access to a page can be granted to a specific set of people inside each category. For instance, you could make a page available only to ticket holders of a specific ticket class rather than to all attendees or sponsors from a certain category instead of all sponsors. To set this up, select the Exclusive to event participants option when changing the visibility of a page in the Pages tab inside the Design tab.
  
• The Queries tab, which initially displayed the data received through the Get In Touch form, has been renamed to Form responses. This tab will now display the data collected from the Get In Touch form and all other custom forms you create for the event.
  
• Upon signing in to an event on the microsite, users will be welcomed to the event and provided with options for using the microsite based on their role in that event. Each person's role will also be displayed as a tag next to their name in relevant places on the microsite such as in the User Avatar menu in the top-right corner.
• Visitors can also bookmark sessions on the Agenda page when they are signed in to the event microsite. Previously this option was only available for ticket holders.
  

That's all for February. We'll be back next month with more Backstage news. As always, you can write to us at support@zohobackstage.com with your queries, feedback, and suggestions.

Happy organizing!

• Topic Participants

• Tina Samuel

• Michelle DiMercurio

• Recent Topics

• Change format of quantity format

  Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

• Ticket Views: filter criteria -> dynamic date values in relation to the current date

  Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,

• Captchas: No support for Google reCAPTCHA or similar

  Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this

• Maintain consistency in ticket responses with shared snippets

  Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.

• Tickets - Zoho Desk

  Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.

• Automatically assign Contacts to Account owners

  Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.

• Making Copies/Duplicates of Zoho Forms (Shared)

  Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• Can you help us creating a customised form with payment link?

  I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.

• Deleting or disabeling predefined ticket list views

  Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!

• How to restore deleted Field

  I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

• Unable to load your extension. Please check your plugin-manifest or Resources.json.

  Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.

• Remove or hide default views

  I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

• No Sales Returns on SO's with Dropped Shipped items + Inventory Items

  We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

• Layout Rules / Quick create

  Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

• Issue with Create Note Button and Popup Form in Leads Module

  Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,

• Finding draft ticket replies

  Is there a way to see all tickets which have draft replies?

• Guidance on Making Zoho Desk Connections Available for All Data Centers

  Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

• Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

  "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de

• Is it possible to disable Chat Waiting Time, or to make it indefinite?

  We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff to monitor incoming chats, which makes this requirement very undesirable. (There have been no complaints from our clients when we're slower to follow up.) Is there an option I'm missing to turn Chat Waiting Time off, or to allow an infinite wait time?

• Double opt-in notifications and customizable confirmation messages for your webforms

  Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

• Bulk create tasks - Zoho Projects API

  Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

• Task Due dates and Reminder Date & Time

  I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one

• Unable to Access Admin Console and Email Sending Issues

  Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen

• Tracking new lead response time

  Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

• Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

  I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

• mail

  Frequent sending of this email, what does this mean? How to solve it

• Printing on 80mm bluetooth Pos Printer

  Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

• Trying to integrate gmail but google keeps blocking Zoho access for integration??

  hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

• Which attribute in Zoho books invoice api represent branch attached to the invoice?

  Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

• How to Billed from two different GST Numbers

  How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

• How to hide Predefined views

  Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

• Is it possible to trigger the review process when a record is edited?

  Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

• How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

  Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

• Deleting Views

  How do you delete views? Please syd

• Fixed Assets

  Where would I manage my fixed assets

• Create a purchase order in vendor's currency

  I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

• Report on Assets

  Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

• Purchase of Fixed Assets

  How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

• Where is the Fixed Asset Register?

  I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

• Next Page