What's New – May 2020

What's New – May 2020

Hello everyone,
 
This month saw a lot of countries easing their pandemic-imposed lockdown rules. Communities everywhere are starting to open back up while maintaining strict restrictions on social interactions. And though it looks like virtual events are here to stay, event organizers are hoping to get back to live events by late Q3 or early Q4 of this year. A lot of them are also looking to hybrid events as a possible option for the future.
 
At Backstage, we've been working on making event management software that can help you on all fronts. In-person, virtual, or hybrid—whichever way you go, we plan to have your back. 
 
Here's a quick update on everything that has happened at Backstage this last month. 

Present online sessions with Backstage


In April, we said you could start hosting your online events with Backstage. From website designing and event registration to adding speakers and tracking sales, it was all possible from right here. The only time you had to move out of Backstage was to present your sessions remotely, but that's no longer the case.



You can now present virtual sessions right from within Backstage without the help of any third-party web-conferencing software. Broadcast live sessions and engage your audience with interactive tools like real-time chat, questions, and more. One other benefit of conducting sessions with Backstage is the detailed session analytics you'll be privy to. From how many attendees were present for each session to the average time they spend there, you can get all these details and so much more.

To make a session remote: Go to Manage > Sessions > Remote session
To present a remote session: Go to Conduct Present sessions

Get detailed feedback for sessions


Learn how attendees are responding to each session and gauge their interest in your speakers with a completely customizable session feedback form. By understanding your audience's reaction to specific sessions, you can figure out what works for them and make future sessions more relatable and engaging.



By default, attendees will be asked to give a rating and some short feedback for both the session and the speaker. However, you can add more fields to the feedback form to evaluate specific aspects of the session like the presentation deck, how useful the content was, or how inspiring a session was. All feedback collected from attendees will be available in the Feedback tab of each session.

To get session feedback: Go to Manage > Sessions > Session settings > Get session feedback
To customize the session feedback form: Go to Manage > Sessions > Session settings > Edit session feedback form

OTHER UPDATES


  • Now, there is native support for three more languages: Arabic, Chinese, and Spanish. That's three more regions you can reach with your event microsite.
  • For members who've chosen Mercado Pago as their default payment gateway, you can now decide which payment methods are suitable for transactions. Current options include credit cards, debit cards, ATM, and tickets.
  • We've added one more theme to the Microsite Builder, taking the total count of available themes to 10. This latest theme, Zephyr, also comes in six colors, so you can choose one that's just right for your brand.
  • The Zoho Backstage ticketing system, with a 0% commission rate, is now available in Argentina, Peru, and Uruguay too. Members from the mentioned countries can sell tickets and process payments using the payment gateway, Mercado Pago. 

 

That's it for this month's product updates. As always, we'd love to know what you think about these latest additions to Backstage. Also, if there's anything specific you need from us, do send us an email to support@zohobackstage.com. We'd love to help!
 
Happy organizing!
 


    • Recent Topics

    • Values in multi pick list are not copied to copied deal

      Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field
    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
    • How can I create individual records from a subform

      Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?
    • What is the Desk API?

      I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"
    • How to choose other payment methodes than creditcards

      We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with
    • Why is Zoho support so terrible?

      I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincing
    • Custom "Filter By" in Client Portal

      Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for
    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français.   Voici quelques points pour clarifier la question :   Zoho Books est un logiciel de comptabilité
    • Ticket Views: filter criteria -> dynamic date values in relation to the current date

      Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
    • Enable Sending Direct Messages to Self in Zoho Cliq

      Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the
    • Admin Access to Direct Messages in Zoho Cliq

      Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access
    • Zoho developer edition does not work for us

      Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms
    • Need help with KPI Widget on Dashboard

      What I am trying to accomplish seems simple, but I cannot figure it out.  Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date
    • Need to send message to slack channel from zoho people form

      - I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"
    • User tiers

      I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?
    • Flow to follow up on trade fair contacts

      Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.
    • Queries filtered by current page/record

      I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records
    • Article Numbers for KB articles

      Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
    • Audit Log Export via API

      Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify
    • Zoho CRM API Credits & Limits for Workflow

      Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,
    • CRM Calendar Sync Not Working

      I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any
    • How to easy change layout in existing records in Deals?

      Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?
    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
    • "Copy Field Values from one Module to another" how to use?

      Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect
    • New Leave Type: Compensatory off

      Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas
    • Introducing bot filtering for accurate analytics

      Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect
    • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

      Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
    • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
    • Zoho Desk Validation Rule Using Custom Function

      Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?
    • Archive Option in Conversation View

      Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
    • Possible to backdate Stage shifts in Deals module?

      I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related
    • Layout Prompt when creating an oportunity

      Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance
    • Conditional layouts - support for multi-select picklists

      Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
    • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

      Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
    • How to upload mass inventory quantity adjustment with batch number?

      I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr
    • Product sale report with margins

      we unable to get the data as per product sale report with margins so we need help in this
    • Amazon.in FBA multiple warehouse integration with Zoho Inventory

      My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.
    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
    • Next Page