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 CRM Portals - allow access per account
Hello all, I am trying to set up a portal for our customer but I seem to be hitting an obstacle and I am not sure if it is my problem or a limitation in the software. So basically the way I understand the portal Contact Email > Each Record or Related
 
Android - Writer não acentua em Português com teclado bluetooth
Gosto muito do Zoho, tanto o Note quando o Writer. Infelizmente, o Writer sofre de um problema sério: ao usar um teclado bluetooth, forma mais cômoda de lidar com um processador de texto, os acentos (todos!) da Língua Portuguesa não são aceitos. Todos
 
Set File Upload fields as mandatory
Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho I
 
Editing HTML in Zoho CRM Email Template
I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.
 
Ability to CC on a mass email
Ability to CC someone on a mass email.
 
How to make attachments mandatory
I want the user to be unable to mark an opportunity as Closed – Won if it doesn’t have any attachments. I’ve already tried client scripts and functions, but nothing worked.
 
SLA Ticket Report
From data to decisions: A deep dive into ticketing system reports Service level agreement (SLA) ticket reports in a help desk system are crucial for ensuring that services are delivered according to established commitments. They help maintain accountability
 
Zoho Backstage - PCI Compliance / Web Security
I have a couple of questions related to Backstage and payment processing.... 1. my purchasing division is not giving approval to use Backstage yet because of some security issues. In order for us to take payments via a payment gateway like Authorize.net
 
Zoho Tables August 2025 Update: Faster and Smoother
We’ve been working behind the scenes to make Zoho Tables faster, lighter, and more reliable. Here are the highlights: Faster Response Times Optimised the way responses are generated. Reduced memory consumption by 20–25%, leading to smoother performance
 
Video Upload from app says "unsupported aspect ratio" but is verified to be correct.
I and my social media person are experiencing a problem where Social will not accept video uploads to Instagram. The error we receive is "unsupported aspect ratio" but looking directly at the file in question we see that the width and ratio both match
 
Disposable Email Addresses
Dear zMail Team, Can you also bring out a few disposable email addresses for each accounts? That way occasional registrations and imminent spam from them can be largely solved right? ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/
 
Zoho sheet - Zoho expense
I want to schedule to create an expense using Zoho Sheet and flow. That is the EMI that I pay on a particular date to the bank and should be itemised, like principal and interest on the loan. Can someone help me in this regard??
 
Ability to configure a schedule/shift for each user and/or crew in Zoho FSM
Hello, In our team of Field Agents, we have different shifts. Some field agent always work from 7:00 AM to 4:00 PM while others work the evening shift like 4:00 PM to 11:00 PM. Sometime shift are on weekdays only or on weekend. It would be great to be
 
Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk
Hello Everyone! Have you been wondering about bridging the gap between digitised customer service and business paperwork? Join our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online
 
Zoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
 
Mail Search should allow grouping by conversation like Gmail.
Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the
 
Improve Zoho Learn updated article notifications
I noticed today while updating an article, that the notification users get says "[User Name] has published article [Article Name]..." My feedback to the product team is that it would be really helpful for an end user, if the system notification differentiated
 
Safari Support
Safari, the world's second largest browser, zoho desk does not officially or fully support. That needs to change.
 
Can I get images from an "Image Upload" field in a webhook?
I want to send images from 2 "image upload" fields via a webhook. Is this possible?
 
Ticket closure notification - all contacts cc'd on email thread
Hello, If a client sends an email to our service desk and cc's in other people that work at the same company - so that they are in the loop of the service request. When the we close the ticket, only the ticket owner (person who emailed us - which created
 
Inactive account cleanup policy for Zoho Sign
Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.
 
Missde API documentation for Sales Receipt
Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailed
 
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
 
How to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?
 
Proposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
 
I cannot find my older documents from 2024 and 2023
I cannot find my older documents from 2024 and 2023.
 
System default SLA descriptions can't be modified
The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes
 
Customising Help Center
Hi I don't think it is possible to add custom pages to help center? We'd like to use this as a customer portal with support tickets, FAQ/Guides, Billing and contracts. Is there any plans to add a feature like this or an alternative way to do it other
 
Replies sometimes creating separate ticket
Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
 
Ticket Approvals - External Users
The ticket approval option - we need to be able to select external users (Contacts) for approvals. Sometimes we are working with an end user and their boss needs to approve a purchase. For example, working with a cashier on a broken cash register and
 
Force Users to Ask Answer Bot a question... First
End users will always skip talking to a bot. It would be nice if Zoho adopted the standard and forced users to first ask a question to answer bot (or zia in some fashion) and then pass to the agent if it wasn't answered. Options to force the user to speak
 
View Answer Bot conversations?
We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des
 
Mass Email an Account
It would be nice to mass email an account stating there is an outage at their business or something specific to an account is needed to be mass communicated. Even if it makes a ticket for every Email Out to every contact in the Account. Think: the customer
 
Multiple Topics assigned to a single Campaign
Hello, is it possible to assign multiple Topics to a single Campaign? We frequently write a content to our subscribers that spans multiple Topics and we would like to send it to all Contacts that are subscribed to at least one of the Topics. But it looks
 
Zoho Projects Fonts and Accessibility missing
I cannot find any more the tab where I can change the font in Zoho Project. I also checked the knowledgebase and there they have accessibility tab which I am completely missing. Is there some setup I am missing or is it a problem with our account?
 
Zoho Books Custom Widgets Deprecation Error
I created a simple sample widget with zet and published it using sigma Both in the Sandbox and Production the Widgets are showing this error
 
Problems with PDF files in notebook
I'm evaluating Zoho Notebook as an alternative to Evernote and imported my Evernote account to Zoho Notebook. First issue is that notes in Evernote that comprise a PDF are turned into a 'group' with a single note page (that has the text from the Evernote
 
API (v3) Tasks sorting issue
We are using the v3 API for Projects. When we gat all tasks, per page of 100 tasks, we get the task info alright. But when we try to sort based on DESC(last_modified_time) we don't get the correct sort order. It is roughly sorted by the last_modified_time,
 
Assemblies make my stock go negative
I am sure this is just the way that we are using this feature, but we use assemblies, a lot. The issue for us is the way that the relive inventory and the fact that it makes our composite item stock go negative. I have added flows to auto assemble and
 
User Activity Reports
I'd like to get data related to user activity.  For example, Login and logout times, emails sent/received, new records created , etc. Is that currently available. I just can't seem to find anything . Thanks, Dave
 
Next Page