What's New in Zoho Backstage - November 2024

Hello everybody, 

Discover the latest features and enhancements we've rolled out this month to help you deliver better event experiences and manage your operations more efficiently.

WhatsApp Integrati​on (New feature)

Transform your attendee communication with the power of WhatsApp! With over 2 billion users worldwide, WhatsApp is a preferred platform for instant messaging, delivering unparalleled global reach and engagement. Studies show that messages sent via WhatsApp are read and acted upon faster than emails, making it the perfect choice for time-sensitive updates and event notifications.

Why WhatsApp?

• Global Reach: Connect seamlessly with attendees worldwide on a platform they already trust and use daily.
• Instant Communication: Ensure your messages are delivered and read in real time, ideal for urgent updates.
• Higher Engagement: Boost open rates and attendee actions with notifications that stand out in WhatsApp’s familiar and user-friendly interface.
• Personalized Messaging: Leverage message templates to craft tailored and meaningful communication.

How It Works with Zoho Backstage

Our new WhatsApp integration is designed to streamline event communication and keep attendees informed at every stage. This feature enables you to:

• Send registration details, event updates, reminders, and announcements directly to attendees' WhatsApp accounts.
• Automate communication using triggers for actions such as ticket purchases, reassignments, or cancellations, ensuring messages are sent exactly when needed.
• Customize message templates to fit your event’s tone and requirements. Templates must go through a simple approval process for compliance and quality assurance.
  

A Facebook Business Manager account and a WhatsApp Business Platform are mandatory to use this feature.

Integrate WhatsApp into your Zoho Backstage portal today to elevate your event communication and deliver memorable experiences. Click here to learn how. 

---

New Gallery Settings

We’ve revamped Event Gallery settings to give event organizers complete control over their event galleries. All settings are now grouped under Event Gallery Preferences, making it easier to manage key functionalities, including the newly added NSFW Content Blocker.

Key Updates in Event Gallery Preferences:

• Photo Downloads Control: Disable the Photo Downloads option to prevent images from being downloaded directly or via right-click from the event website.
• Centralized Management: Access all preferences from Manage > Event Library > Event Gallery > Preferences.
• Consistent Settings: The same preferences will also appear in the Design tab for seamless access.
  

NSFW Content Blocker (Early Access)

Powered by Zoho’s AI engine, Zia, this feature automatically blocks explicit images when participants try to upload them. While currently in early access, the NSFW Content Blocker will be fully released in the next update.

---

Exhibitor Enhancements

We've made several updates to improve exhibitor management and booth customization:

• Tailored Booth Display: Choose to display exhibitor logos or names for booked booths. 
  
  
  

• Add Multiple Booths: Quickly create multiple booths within the floor planner editor to improve efficiency. 
  

• Efficient Booth Management: Find booths quickly with the new search function in the booths tab.

• Floor Planner Element Customization: Adjust Fill Color, Stroke Color, Shadow Color, Shadow Offsets, and Stroke Width for a more personalized look.

• New Keyboard Shortcuts: Use shift + arrow keys for swift element adjustments.

• Booth Identification: Booked booths now display the booth name and exhibitor name prominently.
  

---

Other Enhancements 

Ticket Class Registration Links

Generate unique URLs for specific ticket classes, enabling direct registration without navigating through the main page.

Schedule Email Notifications for Purchasers

You can now schedule email notifications for your purchasers! Send timely updates about order status and more at a time that works best for you.

Sign-in OTP Email Delivery Report

Access a comprehensive report on the delivery status of sign-in OTP emails sent to users. This report offers insights into successful deliveries, failures, and potential issues to help you identify and address email delivery concerns.

---

For early access to new features or any product-related questions, contact us at support@zohobackstage.com.

Thank you for choosing Zoho Backstage!

• Topic Participants

• Jithan Raghuraj

  

• Recent Topics

• Work Orders / Bundle Requests

  Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

• Introducing Keyboard Shortcuts for Zoho CRM

  Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

• Using Queries with dynamic parameters in Kiosk Studio

  Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

• Unused items should not count into the available number of custom fields

  Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.

• Email tracking subdomain

  The Email Tracking configuration screen of the ZeptoMail asks for a subdomain. I have gone through the documentation but could not find more information about how that subdomain is used by ZeptoMail to track the emails. Can someone throw some light about

• SMS Keyword Tracking in Zoho CRM From Zoho Campaigns

  Is there a way to track SMS leads in campaigns by associating them with specific keywords or codes? Additionally, can these leads be pushed to the CRM while retaining the keyword for tracking and reporting purposes?

• Introducing Bot Filtering for Accurate Email Campaign Analytics

  Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

• Tip 37: Time Log Restriction in Zoho Projects

  Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable

• Multiple Vendor SKUs

  One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

• In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

  We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

• Workflows for Timesheet

  Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

• Zoho Payroll in France

  When will Zoho Payroll be available in France ?

• Zoho Desk -> Zoho Analytics : Where is the field for "Layout" ?

  I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not file the field in the raw data from the Zoho Desk datasource. I thought it might be under "Tickets" but there is nothing. There is

• Blueprint - 'On hold' state with an automatic transition?

  I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they are

• Zoho One. Client Script

  Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?

• HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

  Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price

• Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

  Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

• Calculate months and years between 2 dates on subform

  I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employed

• Combine related grouping values into categories in CRM analytical components

  Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to create

• 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 Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

  Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,

• Tip #19 - Create checkbox tracker in your spreadsheet

  Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample

• Integrate Oracle with ZOHO CRM

                       Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it. 

• UUIDs

  Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?

• Some bugs : Footnotes and justified text

  I really appreciate the online service offered by Zoho, but I noticed some very annoying things: - Not all footnotes appear when text is exported in PDF: only the numbers of the notes appear at the bottom of the page, and sometines, not in the good order (number 9 follows number 11 for example). - The text stops anywhere in the page, sometines, at the middle with a huge blank part. - For some pages, there's just one word on the last line of the page, and, in any case, last lines are never justified.

• Custom service report or Zoho forms integration

  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

• Introducing signer groups: Streamline signature collection and make it even faster

  Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can open

• Calendar - Recurring Event - End of Month and Last Weekday of Month

  How do I set a calendar event to recur on the last day of every month? How do I set a calendar event to recur on the last weekday of the month?

• Duplicate Zoho Invoices and Sales Receipts

  We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It

• Introducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps

  Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer Console

• Phone App of CRM doesn't find contacts

  I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BUT I still can't enter notes of calls, set appointments, etc. It requests I go

• [Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration

  Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho Analytics

• Is there any support for Drivers license and other forms of ID scanning capabilities?

  When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the help

• Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

• Gravity Forms plugin not passing some fields

  I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem

• Can't delete bank transactions (i changed from 14 days trail to free just now)

  Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?

• Feature Request: Search in the PC client. Some thoughts about the search.

  Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

• Leave Policy for Brazil

  Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25th

• Adding date field to each individual Items when creating Invoices?

  When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the

• Auto-Create OneDrive Folder Structure Upon Lead Creation

  Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create

• Next Page