What's New in Zoho Subscriptions - April 2022

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

    • Sticky Posts

    • What's New in Zoho Billing - February 2024

      Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans

    • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

      Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

    • Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

      Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,

    • Introducing: SMS notifications via Zoho Subscriptions

      Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

    • What's new this December in Zoho Subscriptions

      The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer

    • Recent Topics

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

      Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup

    • Zoho Projects Webhook fails with HTTP Error 0

      Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • ZOHO Campaignで表のカラムの幅を調整したい。

      表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。

    • Unable to use Sign "You have entereed some invalid characters"

      Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Cannot connect to 365 business calendar and Teams, says personal but it is not.

      hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Account Owner Field From Accounts Module to be Displayed in Contacts module

      I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

    • Update a field in the ZOHO Form, basis numeric value in another field in the same form

      I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

    • 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

    • Meet up de Zoho en Bilbao

      Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro

    • Picklist reference value in REST

      picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

    • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

      In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

    • Marketing Tip #2: Recover lost sales with abandoned cart emails

      Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set

    • Billing Management: #9 Usage Billing in IoTs

      We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has

    • {"code":1038,"message":"JSON is not well formed"}

      Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

    • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

      I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.

    • Remember all the ways we've posted?

      The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

    • Can no longer upload my own Notebook cover

      I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

    • Zoho Desk - Cannot Invite or Register New User

      Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

    • Reports: Custom Search Function Fields

      Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with

    • Custom domain issue

      I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified

    • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

      TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

      Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for

    • Zoho Editor

      Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.

    • The present is a "present"

      The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this

    • Zoho Sheet Autofit Data

      While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

    • Search in Zoho Community Not Working

      I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • The Social Wall: September 2025

      Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the

    • Market cap

      Market cap formula?? Kaise nikale

    • Next Page