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
ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
Sync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
Latest update caused issue in using marathi typingzoho
With latest update now marathi typing does Not work in zohonotebook. I preferred zoho over other because it was supporting marathi font without any distortion.. But after new update,keyborad simply does not work
Writer update results in BitDefender blocking it as malware
After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
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 One Unified Portal - Applications
Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned
Refresh frequency
Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
Refund
My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
Add "Fetch Composite Item" Action for Inventory
I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
Calling Function via REST API with API Key gives 401 using Zoho Developer
Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM
Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
Embed CRM record images in email templates
I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
Assign multiple departments to multiple helpcenters
Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
Zoho Desk Training
Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
Edit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
PO Based Advance payment to Vendor
We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
Converting Customer Invoice to Purchase Bill
Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
Getting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
How to get Quickbooks Desktop Info into Zoho?
Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do
ZeptoMail API Request
We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is
Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API
Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
Mass import of documents into Zoho Writer
I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
User Tips: How to change the the label display name of a system defined field
Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option. However with a simple hack you can edit any system defined
Search not working!
I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
Zoho CRM Community Digest - October 2025 | Part 1
Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your
Automate onboarding emails with CRM Workflow and Accounts module
We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,
Important update: Enhanced security measures for account operations in Zoho Cliq
Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens
find attached extract of my report
No Functional Autosave or Manual Save Button
Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
Enterprise subscription support
My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
Issue with Creator's IF logic
Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) { info "True"; } else { info "False"; } if(-1.0 < 0.000000) { info "True"; } else { info "False"; } The output returned is: False True However, the
Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)
Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot
zoho creator view is not present in the workspace and blank reports
Hi Support, Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots
Customize portal email template
Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
Reupload and rename from one field to another field (file upload)
Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
Next Page