Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

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

      • Task Deletion Restriction & Strict Stage Control

        Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks

      • Unable to mass update a picklist field

        Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)

      • Process checklist in CRM

        Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't

      • CRM project association via deluge

        I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

      • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

      • How to manage task lists in Zoho Desk?

        Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

      • Zoho Books' 2025 Wrapped

        Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

      • Activating Zobot instead of chat

        Hi folks, I know this will be obvious, but I have not been able to locate the details on this via google or youtube. We've had SalesIQ life chat set up for a while now and it is working perfectly. I have just finished development of a Zobot (using codeless)

      • Adding a new section to the related details sidebar when creating a new ticket.

        Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring

      • Displaying only unread tickets in ticket view

        Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

      • Is Zoho Shifts included in the Zoho One plan?

        In case the answer is no: there's any plan to make it available via One? Thank you

      • Zoho Tracking Image location

        So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other

      • Creating an invoice to be paid in two installments?

        Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

      • Zoho Tables is now live in Australia & New Zealand!

        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

      • Delivery and handling of documents e-stamped using Zoho Sign

        Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

      • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

        We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update

      • Sortie de Zoho TABLE ??

        Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

      • Drop Down Value

        Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

      • Zoho CRM's mobile apps: A 2025 Recap

        2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releases

      • Facebook follower count doesn't match FB Analytics

        Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!

      • Meta and Facebook data report discrepancy

        I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

      • Unlocking New Levels: Zoho Payroll's Journey in 2025

        Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.

      • Can I export all attachments from Zoho CRM?

        Can I export all attachments from Zoho CRM?

      • Community Digest — Noviembre y Diciembre 2025

        ¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! Zoho

      • Zoho Projects Plus’ 2025- the year we launched

        We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teams

      • How do you print a refund check to customer?

        Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

      • Company Multiple Branch/ Location Accounting

        Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737

      • Zoho Books Invoices Templates

        It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

      • Email Administrators! Join our tips & troubleshooting series

        Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges

      • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

        Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

      • Import Function: ONLY update empty fields

        When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

      • Begin the year with best practices in the Zoho Desk mobile app : Part 2

        In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve

      • 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

      • JWT Token authentication problem that sometimes generates infinite redirect loops

        Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

      • ZOHO Work Drive Back Up

        I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

      • ZOHO Reports - Filter Logic?

        Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark

      • Recruit API search

        Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

      • Saving reading position + Keep screen on

        While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.

      • 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

      • Zoho LandingPage is integrated with Zoho One!

        Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

      • Next Page