What's New - May 2025 | Zoho Backstage

What's New - May 2025 | Zoho Backstage

Hi everyone, 

A May-zing month for you!

As summer rolls in and event season picks up the pace, we’ve been working on a set of updates in Zoho Backstage to help make your day-to-day life a little easier. This month’s improvements are all about tackling the real challenges that event professionals face daily, from complex stakeholder communications to payment processing bottlenecks.

Module-Specific Primary Contacts

May the right message reach the right inbox

Modern event management often involves multiple stakeholders managing different specialized areas. The new Module-Specific Primary Contact feature allows event organizers to assign dedicated primary contacts for each module individually, creating clearer communication pathways where registration queries reach the registration team, speaker communications connect with speaker coordinators, and sponsor-related emails land in the appropriate inbox. 

Setting up these specialized contacts is straightforward. Event organizers can navigate to Communicate, then Email, Preferences, Primary Contact, and Assign Primary Contact, where they can add and verify contact details before assigning them to specific modules, including Registrations, Speakers, Sponsors, and Exhibitors. Once configured, each module operates with its own communication pathway, improving clarity and coordination.

The system includes essential management controls such as the ability to change primary contacts, edit sender names, and unassign contacts when team structures evolve. To ensure reliable email delivery, the platform provides authentication notifications when needed, maintaining reliable communication.

These primary contacts are integrated into their respective module interfaces:
  • Registration Settings
  • Speaker Settings
  • Sponsor Settings
  • Exhibitor Settings


When changes are needed, clicking Change Primary Contact in any module provides direct access to the email management interface.

Plan availability: Included in the Premium and Ultimate plans

Offline payments with visuals and verification

May offline payments be crystal clear

Building on recent registration improvements, Zoho Backstage has upgraded its offline payment system with two key features: the ability to upload QR codes or instruction images, and a transaction ID verification process.

The visual enhancement allows event organizers to upload QR codes or detailed bank instruction images for each offline payment method during the setup process. Located in Registrations > Setup > Payments under the Offline Payment options, this feature includes live preview capabilities and the flexibility to replace or remove images as needed.



For attendees, this translates to a clearer payment experience. When selecting offline payment options, they see the uploaded visual guidance, enhancing clarity and reducing payment errors. After placing their order, attendees can optionally enter a Payment Transaction ID if they've completed the payment, creating a direct link between their transaction and registration. 

The organizer experience becomes more efficient with the verification process. Orders with transaction IDs enter a Payment Verification Pending status, where organizers can review the provided ID and choose to verify it or mark it as a mismatch. Verified orders are updated to Paid status, while mismatched entries trigger automated emails prompting attendees to correct their details.



The system maintains flexibility throughout the process. Attendees who initially skip the transaction ID can log in later to add or update this information, automatically triggering the verification process. Meanwhile, organizers retain the ability to manually enter transaction IDs when adding new orders, checking in attendees, or recording missed registrations, ensuring no payment scenario goes unaccounted for.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

WhatsApp number change

May you change your mind—and your WhatsApp number

Zoho Backstage offers the ability to change registered phone numbers within WhatsApp integrations at any time. This enhancement provides flexibility for teams to update their communication settings as needed.

The phone number change process operates through Portal Settings > Integrations > Event Communication > WhatsApp, where organizers can click the Change button next to their current number and select any verified alternative from their WhatsApp Business account. For unverified numbers, the platform provides direct verification capabilities through OTP systems, allowing organizers to verify and switch to new numbers within the Zoho Backstage interface.
Importantly, changing phone numbers preserves all existing configurations. WhatsApp triggers, templates, and automated processes continue functioning as configured, ensuring communication continuity while providing the flexibility to adapt to changing organizational needs.


Plan availability: Included in the Essentials, Premium, and Ultimate plans

Recovering lost registrations with winback emails

May we remind you?

The Reminders for Missed Registrations feature introduces a sophisticated winback email system designed to recover potential attendees who begin but don't complete the registration process. 

The system identifies missed registrations when purchasers reach the payment page but don't complete their order within the established registration time limit. These registrations are stored for up to 180 days, creating opportunities for recovery efforts through targeted reminder campaigns.

Event organizers can configure up to five reminder intervals through Communication > Reminders, setting triggers based on minutes, hours, or days after abandonment. A typical strategy might include an immediate 30-minute follow-up, a one-day reminder, and a final three-day appeal, though the system accommodates various timing strategies to match different event types and audience behaviors.



The reminder system includes intelligent safeguards for optimal communication. Only the most recent missed registration per purchaser receives reminders, and all automated emails conclude when the event ends. For events requiring more than five reminder intervals, limits can be increased upon request, ensuring the system scales with various event marketing strategies.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

Directly convert approval requests to orders

May your approvals turn into orders instantly

Event planning frequently involves various payment methods and approval processes. This new feature provides organizers with direct transformation of approval requests into confirmed orders.



This enhancement proves invaluable for managing offline payments made through bank transfers, cash transactions, or other non-digital methods. Organizers can efficiently convert approved, pending, or rejected requests into active orders with complete payment details recorded in the system.

The process is simple: organizers locate the relevant request in their Registration Approval requests section, click the Convert to Order option, and complete the process by recording offline payment details. This direct conversion capability ensures that all registration records remain current and accurate within Zoho Backstage.

Plan availability: Included in the Essentials, Premium, and Ultimate plans

Looking ahead together

May these be the foundation for what's next

These May 2025 updates are all about making everyday event planning simpler, smoother, and more connected. Whether it’s clearer communication, easier payment tracking, or smarter follow-ups, each new feature is designed to solve real challenges you face while managing events.

We know how fast things move during event season. That’s why we’ve focused on updates that blend seamlessly into your existing workflows, helping you stay in control without adding complexity.

We hope these improvements make a meaningful difference for you and your team. As always, we’re here to support you—and we can’t wait to share what’s coming next.
Info
All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.
For additional assistance or questions regarding these new features, contact support@zohobackstage.com. Stay tuned for continued updates designed to enhance your event management capabilities.

    • Recent Topics

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Analytics for notes created

      Is there a way I can see how many notes were created per day? Via reporting or analytics?

    • 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

    • No TDS Deduction

      In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we

    • Cannot update Recurring_Activity on Tasks – RRULE not accepted

      Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

    • Add image to report...

      Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add

    • More controls for User Fields in CRM

      Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

    • Calls to accounts rather than leads or contacts?

      So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for

    • Image Upload Field | Zoho Canvas

      I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

    • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

    • Range names in Zoho Sheet are BROKEN!

      Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

    • Has anyone integrated SMS well for Zoho Desk?

      Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

    • populate email address and name in zoho desk?

      Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,

    • Are there default/pre-built dashboards in Zoho Desk?

      Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you

    • SAP S/4 HANA to CRM Integration - change the SAP Client ID

      Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • Adding branded signature to tickets reply

      Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

    • Zoho Marketing Automation 2.0 - Landing Page function not working

      Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

    • Zoho Mail Android app update: Manage folders

      Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

    • How to share ticket numbers across different ticket types

      I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event

    • How to keep track of bags, cans, drums of inventory?

      We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

    • Adding Social Media Buttons to Basic Campaigns

      Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

    • Hide Inactive Social Sign-In Providers from Login Screen

      Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

    • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Download All Attached Files

      It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.

    • Ship via Carrier Not Working Since Commerce Update

      Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

    • automations: Can I execute a step on a specific date?

      I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

    • Zoho Expense - The ability to add detail to a Trip during booking

      As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

    • Adding Folders in Android App

      Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

    • Schedule Exports for Regular Project Updates

      Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

    • Question about custom fields using Pivot Tables.

      I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?

    • Request for Light/Dark Mode

      Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

    • Signature field is showing black

      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

    • Journey Email - Ignored Contacts

      I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

    • Zoho Books - Include Payment Terms as a Custom View filter

      It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

    • How to update changed purchase account of item in invoice

      I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

    • Help - Zoho CRM notification on mobile (IOS/Android)

      Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

    • Zoho Books Idea - Include another field in Bank Details for Address

      Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

    • Next Page