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:
- Enabling Event Capacity: Activate the Event Capacity feature in the Ticket Class tab of your event setup.
- Website sales: The system monitors both the event capacity and individual ticket class limits, ensuring ticket availability aligns with your specified constraints.
- Adding orders: If an order exceeds the event capacity, a notification will inform you, guiding you on the necessary steps to manage the situation.
- Registration approval: Approving orders that surpass the event capacity will trigger an alert, providing options to address the overage appropriately.
- Attendee import: When importing attendee lists, any entries that exceed the capacity limit won't be imported, and a failure reason will be displayed.
- Converting missed registrations: Handling missed registrations now considers event capacity, ensuring that converting these to orders doesn't exceed your set limits.
- Onsite check-ins: During 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.


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:
- Navigate to the Registrations > Registration Settings > Notifications tab from the Dock.
- Enable the option Get notified on sales milestones.
- Choose between:
- For All Ticket Classes
- For Selected Ticket Classes
- 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:
- Open your Zoho Backstage portal homepage.
- Open an event’s menu and click Clone. The Clone Event popup will display.
- In the Clone to Space dropdown, select a space.
- Click Preferences and choose the modules to clone.
- 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:
- Navigate to Manage > Agenda.
- Open the menu of any session and click Manage Registrations. The Manage Registration panel will appear.
- Configure the session registration as needed.
- Click Done to save the changes.
- 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
Send e-mail with attachments
Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment? Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam
How to I get checkboxes on a subform to update via deluge
Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output
Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,
Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
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
Zoho Projects - Task Owner filter at Project level
Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which
Cadences
I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Would be really awesome to have Created Time and Modified Time showing for custom functions list
It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were
Ticket Export Does Not Include Ticket Threads
Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket
Payments made notification
This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....
Ability to add VAT to Retainer Invoices
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
ZOHO DESK link with Power BI
HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.
URLs being masked despite disabling tracking
Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead
Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries
Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember
Dashboard Autorefesh
Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed
Deferred/ Unearned revenue
Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10
Report Hover Setting
Would be great if we will able to show information to the user while hovering a record in a report.
Bigin Android app update: Zoho Books integration
Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,
Audit Log enhancements: Increased retention period, better user visibility, and more
Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the
Question Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export
[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
System flaws and lack of response from Zoho
I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
Customer Grouping
Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the
Two currencies
More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make
Zoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
GST Slabs Redefined: Stay Compliant Using Zoho Books!
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
Zoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
Need Inactive accounts to be visible in Reports in Zoho Books
I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report
Edit item custom fields
Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !
Zoho Books - How to Invoke a Custom Function in Schedulers
We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
Use Zoho Books to bill for work done in Zoho Desk??
I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
Zoho Finance Suite - Customer Custom Tabs - Dynamic Link
Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
Modular Permission Levels
We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
Blueprint or Validation Rules for Invoices in Zoho Books
Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
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).
Add Option to Mass Dispatch by User
Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
Bank Receipt Catagorization
Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer
Per Level Approval for admins
We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
Next Page