So i'm still designing my zoho one crm as i come over from salesforce.
One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure if this will even be possible in zoho crm, it was very much shoehorned into salesforce that we had built for us through a custom module that a 3rd party vendor made that we have severed ties with, it worked, but was clunky.
Maybe another zoho one app would be better for this, and if it is, i'm open. Maybe creator?
Commission statements have the following key fields. Statement date, commission date, contract id, and sales agent.
I have a custom built contract module, however the contract name is a human readable field, and then there's a separate custom contract id field, along with a start date, and stop date. I really wish I could rename the default required value of contract name to contract id, that would be helpful, but otherwise it's so incredibly counter intuitive to put the ID in the default "Contract *name*" field. I suppose I could do that and create "contract *description*" for something that's a human readable description. For us contract name is auto generated with a function as something along the lines of "customer name - vendor name - product name(s)". Even if I did that it still leaves us with 1 problem.
That is to make matters even more confusing is this: contract id, while being unique per customer, is not unique per contract. One of our vendors reuses the same contract id for a customer if we cancel 1 contract and replace it with another. IE contract 12345 for customer john snow was active for 1/1/2022-04/31/2022, then john snow decides he wants to change products we cancel the contract, and make a new one for 5/1/2022-12/31/2022 but it has the exact same id of 12345; the contract id id is tied to the customer number. This is not what I would like, but it's what the vendor does and we can not change it.
As such we also have to track comissions by contract id and comission date, so if the comission date falls in the window of 1/1/22-4/31/22 it gets applied to the first contract, but if it's between 5/1/22-12/31/22 it goes to the second contract. we usually get paid quarterly commissions, so each contract can have multiple transactions.
What I would like to do is have a commission transaction module, that has an auto generated number as the primary "name", and then a lookup to the contract id and the start start date and stop date of that contract ID. so we're dealing with 3 fields here to make sure we're assigning the transaction to the correct contract. Commission Transaction Record X with a comission date of 1/15/22 and Record Y with a transaction date of 4/1/2022 would both need to be assigned to a Contract ID of 12345 with a start date of 1/1/2022 and an end date of 4/31/2022. But then Comission Z would need to go to contract id 12345 but with a start date of 5/1/22 and end date of 12/31/22.
The goal is to upload a csv and have the commission transactions auto matched to the policy record and sales agent, manually reveiw the matches to make sure they are good, fix any errors.
There are standalone products that do this commission tracking but we would have to export a report from zoho every period, import it to a commission tool., and then manage it separately.
I'd like to do something in the zoho world, even if i have to get a little custom development done, that can have some integration and bidirectional data flow back to the CRM that's ultimately our central 'hub'.
Recent Topics
How to Add Time Formula Duration (hh:mm)
Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup
How can I calculate the physical stock available for sale?
Hey Zoho Team, I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics. Can you please let me know how the physical stock available for sale is calculated?
Set Custom Icon for Custom Modules in new Zoho CRM UI
Marketing Tip #4: Build your email list early
Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this
Is anyone else having trouble saving a custom image in their email signature, or is it just me?
When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
Unify Overlapping Functionalities Across Zoho Products
Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
Zoho Desk Domain mapping / Cloudflare CNAME not recognized
Hello, my website is behind Cloudflare and SSL. From the Cloudflare control panel I added a CNAME record such as support.mydomain.com pointing to desk.cs.zohohost.com but I'm stuck with the message "Make sure you've mapped the CNAME entry..."
Create an Eye-Catching Announcement Widget for Your Help Center
Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
I want to add my other zoho account in same pc
why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that
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.
Capture Stripe’s Customer ID
Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.
Custom Modules - Where are Comments??
In the standard ticket module and in the tasks module, we have an interactive comment box that we can post important details/notes and can tag others if needed. Where is this functionality for Custom Modules? Ideally, custom modules would have very similar,
Recover accidentally deleted mail account
Email account was accidentally deleted from admin console.
Zoho Mail will not set up in Thunderbird
I am using Thunderbird 13.0.1 in Linux Mint 13 64-bit. I cannot set up my Zoho IMAP email in this client. This is evidently a common problem as evidenced by these postings in the Thunderbird forum: thunderbird can't seem to "find the settings" I cannot configure it for my zoho.com email account I can not get ZOHO to configure. Any suggestions? The best T-bird seems to be able to do is to refer these users to the Zoho forum. I believe the instructions in the Zoho help wiki are correct, although
Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement
In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.
IMAP Migration from Gmail
I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please
Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.
When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com
Request for Creating Multiple Email Accounts on One Mobile Number
Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible
Signature issue
Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks
mail admin not loading
i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i
Unify All Zoho Video Meeting Experiences into One Standardized Platform
Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
Changing Account in Quote form does not update address information.
I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?
Zoho One Backup of entire account
Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)
It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail
Unable to send Emails - 452 4.3.1 Temporary System Error
Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"
I can't receive email
I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.
Help for the alisa adding
Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?
Lite plan attachment said 250mb but actually 25mb ?
Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too
Option to Customize Career Site URL Without “/jobs/Careers”
Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
Any update on much requested feature, to delete attachments without deleting the e-mail body?
People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text
Old vs New Value for Deleted Lookup Values
Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently
Zoho email using a python or html template
# main.py import smtplib import csv from email.mime.text import MIMEText from email.mime.multipart import MIMEMultipart from config import SENDER_EMAIL, APP_PASSWORD, SMTP_SERVER, SMTP_PORT # email Subject email_subject = "🎉 Python + Zoho Mail HTML Email
Desktop app doesn't support notecards created on Android
Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
customize payment page
Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
Solution: How to send email using a python follow up this
# Step One Setup Your App Password For this url {https://accounts.zoho.in/home#security/app_password} #How to genarate App password {https://help.zoho.com/portal/en/kb/bigin/channels/email/articles/generate-an-app-specific-password#To_generate_app_specific_password_for_Zoho_Mail}
Are Environments Worth It?
In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
Pause(1);
I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is
Integration Request: Elementor
Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
Ability to Change Visibility of Published YouTube Videos
Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility
Next Page