What's New in Zoho Subscriptions - April 2022

Hello everyone,

This time, our updates are focused on report enhancements, and some payment-related self-service options for your customers. Here's what's new:

Net Customers Report

The Net Customers report is useful for identifying the total number of new active customers you've received in a particular date range. It's similar to the existing Active Customers report, the difference being that the Net Customers report only shows new active customers in a particular date range, instead of all the active customers until a particular date range.

The net customers are calculated like so:

Number of new customers + Number of customers who reactivated - Number of customers who churned (includes cancelled and expired subscriptions)

You can view a breakdown of these details by hovering your cursor over the graph, or from the breakdown table below the graph.

Associate & Remove Payment Methods from the Portal

If your customers have saved multiple payment methods, they can now switch between these payment methods for individual subscriptions by themselves from the portal. We've also added the ability for your customers to remove the associated payment method from a subscription; however, this is not enabled by default.

To enable this:

• Go to Settings > Portal.
  
• Check the Allow customers to remove their associated payment method option.
  
• Click Save.

Tax Summary Customization

The Tax Summary report has been enhanced with new customization options like advanced filters, which can filter the report based on criteria such as a particular tax rate or contact name.

When you drill down into this report by clicking a tax rate, you will be able to see individual transactions with that tax rate. Now, you can customize this section as well by applying filters.

ePHI Custom Fields

If your business deals with personally identifiable health information, you can now store this information in ePHI (Electronic Protected Health Information) custom fields. This way, the data in these custom fields will be stored with encryption, which prevents them from showing up when you perform searches, and can only be viewed by the users in your organization with permission to do so. These custom fields can help you stay compliant with HIPAA regulations.

To create an ePHI custom field:

• Go to Settings > Preferences.
  
• Navigate to the module for which you want to create the custom field, and click the Field Customization tab.
  
• Click + New to create a new custom field, and select ePHI as the Data Privacy option.

Note: ePHI custom fields will be accessible by all Admin user roles by default. Users with other roles will need to have the Provide access to Personally Identifiable Information option enabled for their role.

You can view more features that we've released in the past from our What's New timeline.

Let us know what you think about the latest updates in the comments below. We'd love to hear from you! You can also write to us at support@zohosubscriptions.com.

Best regards,

The Zoho Subscriptions Team

• Topic Participants

• Varun Steven

• Abhishek - Zoho Partner

  

• Shrikant

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