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!

• Topic Participants

• Tina Samuel

• Recent Topics

• Company domain with Zoho Mail as support email in Zoho Desk

  Hello, We are a Zoho One customer. We just converted to Zoho Mail from Google Workspace Mail yesterday. We have a domain name for our company. With Gmail, we were able to forward our info@company.com email to Zoho Desk. Customer would then be able to

• Best way to organize Zoho Desk with CRM products

  I'm having a bit of trouble finding out how I'm supposed to organize our Zoho Desk (departments vs teams vs products) and how to use it. We want to use the KnowledgeBase, Community, and Tickets sections. Here's a general overview of our company to get

• Sort mail by name and subject

  I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?

• Settings Icon No Longer in ZOHO Desk?

  In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again.  Anybody else experiecing this? 

• Emoji Support in Bigin CRM

  We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Workdrive API Get list of Sub Folders not working

  Hello Workdrive API "et list of Sub Folders" not working. Can you please check this. https://workdrive.zoho.com/apidocs/v1/teamfolder/getteamfolderfolders

• is there a way to add tag in the "form rule" so that the email workflow can be automated through zoho begin for that perticular response?

  I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?

• Email address with + char is incorrectly invalid

  cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-part

• Update Regarding Zoho Finance Applications' Domains For API Users

  Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April

• Zia powered by GPT is already available for MExico?

  Hi there! Is Zia powered by GPT is already available for MExico? I have Zoho ONE membership is Zia powered by GPT compatible with my membership? What's the specs? Do I have to get Chat GPT Plus plan? Thanks!

• Adding a Download field to a form

  I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.

• Campaign Edit - Vertical Align Text to Center

  I have a layout in one of my campaigns that is using the split box with a picture on the left and text on the right. I can't find where I can vertically align the content of these boxes. It's forcing my text to be at the top vs centered. Am I missing

• Introducing Dark Mode / Light Mode : A New Look For Your CRM

  Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

• is it possible to pull the landing page and email campaign from Zoho app to Zoho marketing? Can I get all the benefits that exclusive app that offers in ZMA?

  There is a exclusive Zoho apps for landing page design, email campaign, and same features are there within ZMA as well for to setup landing page and email campaign. can ZMA offer all or limited features of those apps? I request please provide demo and

• Enable 2FA / MFA in Bigin

  Hi, Our company started using Bigin. I (sysadmin) want to require MFA for Bigin as some users also have integrated their calender and mailbox into Bigin and regardless of that, in general, MFA logins are preferred in our company as it strengthens our

• Forwarding Zoho Desk Support Email to a different e- mail

  Hello, I am using ZohoDesk and I have a Zoho Desk Support e-mail setup. I would like to know if there is a way to forward the e- mail inbound to this Zoho Desk Support e- mail to a different e- mail?  Thanks!

• We are being overbilled by Zoho and they refuse to correct it

  We are being overbilled for CRM Ultimate Add-on. Zoho has acknowledged that they know this, but refuses to address and issue billing credits for the amounts we have been overpaying. Our company has been downsizing (unfortunately) and in the past 3 months

• is there a better way to routinely export my project timesheets?

  Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

• Does the ability exist to make tax on the customer profile mandatory?

  I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.

• Triggering rules on lead conversion

  There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

• How do you remove a user from SalesIQ?

  I have a user in Sales IQ who needs to be removed (she's no longer involved with sales and chat) but I can't find any way to remove her. How do I do that?

• Integrate SalesIQ with tiendanube.com

  Tiendanube.com is the leading e-commerce platform designed to help businesses create and manage online stores. It provides tools for entrepreneurs and companies to set up, customize, and operate their online shops with ease. Tiendanube is particularly

• How to reset Zoho Commerce

  Hi, we are preparing a new onlineshop connected to commerce and books for going live in the next days. Now we want to delete all tests and transactions we made within the development process. And also add a new tax rule which is not possible at the moment

• Free webinar: ‌Zoho Vault in 2024—A live Q&A with our experts

  Hi everyone! 2024 has been a pivotal year for us, taking our journey from a basic team password manager in 2013 to a full-featured security platform offering password management, single sign-on (SSO), and soon, passkey management. Our team has been tirelessly

• Kaizen #167 - Configuration and Initialization of Zoho CRM Python SDK (V7) for different client types

  Hello everyone! Welcome back to another week of Kaizen! Zoho CRM Python SDK allows developers to integrate Python applications with Zoho CRM. In today's Kaizen post, we will explore how to initialize and configure the SDK for both self-clients and server-based

• Zoho Forms - Dynamic Prefill Setup Question

  Hello, I'm very excited about this feature. So much I'm learning about webhooks. However, it seems that the webhooks I can obtain from Zoho Flow and Zoho CRM come with already parts in the URL that are put as invalid by the GET Webhook URL. Do I need

• How to get a list of Team Folders associated to a Project from the API?

  I've tried the below, based on another article and was unsuccessful. response = invokeurl [ url :"https://projectsapi.zoho.com/api/v3/portal/" + _portalID + "/projects/" + _projectResID + "/folders" type :GET connection:"zohoprojects" ]; info response;

• Email Alert attachments unavailable for Vendor Payments

  I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is

• How to create Sepa Direct Debit XML file: solution and code

  Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

• Exporting Project Tasks

  I can export the gantt chart to a nice PDF in colour, but we want just the task list in a nice colour layout. Is there a way to export it to PDF without the gantt? It would be perfect to give to clients.

• bug reporting with the count of linked Desk tickets

  I am aware that when viewing an individual bug, you are able to see a count of the Desk tickets that are linked to the bug on the right hand side. However, I cannot see a way of reporting this figure from a list of bugs. Our use case is that we would

• Unable to send e-mails to an specific address

  Hello. I'm having problems sending e-mails to my shipping company. user@shippingcompanydomain.com INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1 <user@shippingcompanydomain.com>: Recipient address rejected: User unknown in virtual mailbox table Reporting-MTA:

• Blueprint transition help needed

  I have 5 approvers. For a stage to be passed to the next stage, I require any 3 out of these 5 approvers to make the approval. There is no particular sequence of approval, at any one time, any one can approve. As long as 3 approvers approve, the stage

• Year-End Wrap: Out-of-Office Made Easy with Zoho Mail

  As we wrap up 2024, now is the perfect moment to take control of your email routine and gear up yourself for a productive and successful new year. We have curated a series of weekly tips to help you master your email management starting today. Watch out

• Creator Simplified #9: Automatically Sending Uploaded Files as Email Attachments

  Hey Creators, Welcome back to the Creator Simplified series! Today, we’ll explore how to automate file uploads as email attachments in Zoho Creator a handy feature that saves time and reduces manual effort in your business process. Use Case: In a typical

• Zoho Books Community Meetup: Learn, Grow, Network!

  Hello users! We are excited to announce a series of upcoming Zoho User Group meetups and would love for you to join us! This is a great opportunity for you to connect with other users, share experiences, and learn more about how to make the most of our

• Bar chart from Deal Stage Snapshot table not showing right amounts

  Hi, since we needed to track the changes of our deal pipeline over time, I added a new data source and selected 'Snapshots' to start the sync. At first I thought it was working just fine, after a few days I realized that something was wrong with the amounts

• How to Display Territory Field on Deal Object

  I am assigning Territories to Deals. I am able to use the Territory field as a column in my list view but cannot figure out how to enable it to be visible when viewing a Deal record directly. Can you advise on how to display the territory assignment as

• Power of Automation::Automate the process of creating Tasks from Task template on project status update.

  Hello Everyone, Here we are again to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed

• Next Page