What's New - February 2025 | Zoho Backstage

What's New - February 2025 | Zoho Backstage

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:
  1. Enabling Event Capacity: Activate the Event Capacity feature in the Ticket Class tab of your event setup.
  2. Website sales: The system monitors both the event capacity and individual ticket class limits, ensuring ticket availability aligns with your specified constraints.
  3. Adding orders: If an order exceeds the event capacity, a notification will inform you, guiding you on the necessary steps to manage the situation.
  4. Registration approval: Approving orders that surpass the event capacity will trigger an alert, providing options to address the overage appropriately.
  5. Attendee import: When importing attendee lists, any entries that exceed the capacity limit won't be imported, and a failure reason will be displayed.
  6. Converting missed registrations: Handling missed registrations now considers event capacity, ensuring that converting these to orders doesn't exceed your set limits.
  7. 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.


Info
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:
  1. Navigate to the Registrations > Registration Settings > Notifications tab from the Dock.
  2. Enable the option Get notified on sales milestones.
  3. Choose between:
    1. For All Ticket Classes
    2. For Selected Ticket Classes
  4. 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:
  1. Open your Zoho Backstage portal homepage.
  2. Open an event’s menu and click Clone. The Clone Event popup will display.
  3. In the Clone to Space dropdown, select a space.
  4. Click Preferences and choose the modules to clone.
  5. 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:
  1. Navigate to Manage > Agenda.
  2. Open the menu of any session and click Manage Registrations. The Manage Registration panel will appear.
  3. Configure the session registration as needed.
  4. Click Done to save the changes.
  5. 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

    • No Ability to Rename Record Template PDFs in SendMail Task

      As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

    • New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

      Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations

    • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

      As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a

    • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

      We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

    • Process between CRM and Campaigns to ensure double opt-in contacts?

      I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the

    • Zoho Books - New Interface keep details with PDF View

      Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between

    • Zoho CRM Kiosk issues

      Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the

    • Tip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'

      Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our range

    • Condition based aggregate fields in subforms

      Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.

    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

    • SalesInbox

      Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (Mail

    • Print labels on selected view

      How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!

    • Update CRM Price Books to include volume discounts as per Zoho Books/Inventory

      Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory Price

    • Change in Zoho CRM API?

      Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

    • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

      Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team

    • Printing Client Lists

      I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.

    • Qwen to be the default open source Generative AI model in Zoho Desk

      Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).

    • ZOHO Blueprint and Workflow

      Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the

    • Changing Department often causes the Firefox tab to freeze

      Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the

    • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

      Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

    • Zoho CRM Participants Automatic - Invite Using Deluge

      Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",

    • Is there any way to send an Excel received by email to Dataprep?

      Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved

    • Whatsapp Connection Status still "Pending" after migration

      Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

    • Where to Add Machines as Products to Map with Assets in Zoho FSM?

      implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In

    • Work Order Assignment for Engineers Handling Their Own Requests

      I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create an

    • Experience Zoho Show on Mac now!

      Work today isn’t tied to a single place, time, or routine. It happens in cafes between meetings, on flights, or late at night when ideas strike. And when ins, your tools need to be ready, wherever you are. That’s why we built the Zoho Show app for Mac.

    • 【開催報告】東京 ユーザー交流会 Vol.4 | Zoho CRM 自動化のコツ ・Bookings のビジネス活用シーンとおすすめ機能を紹介

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月28日(金)に新橋で「東京 ユーザー交流会 Vol.4」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました。ユーザー交流会の年内開催は、今回が最後でした。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：関数やクライアントスクリプトまで、CRMをもっと便利に Zoho CRM には、ワークフローやブループリントなど、さまざまな自動化に役立つ標準機能が備わっています。さらに、関数（Deluge）のようにスクリプトを記述して高度な自動化を実現することもできます。

    • Kiosk Button Actions

      I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).

    • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

      Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document

    • Dependent drop-downs... how?

      Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transport

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Reporting Limitation on Lead–Product Relation in Zoho CRM

      I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related

    • Zoho Logs - Not seeing logs since 30 Nov

      Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a

    • Creating multiple CRM leads from a Zoho Forms subform

      Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

    • Series Label in the Legend

      My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in

    • Dynamic Signature - Record owner

      Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

    • Set Warehouse based on Vendor

      Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • search and Smart Bar both missing in Mail

      One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?

    • Next Page