Tracking Solutions CM Review

Case managers work inside Zoho. This app adds an AI Review panel to a single Violation record.

No automation. Every assessment is advisory, a person decides, and nothing is filed, sent, or closed by this application.

Open the AI Review panel (synthetic demo)

See exactly what a case manager sees on a Violation record: evidence, preliminary assessment, and approve, edit and approve, or reject.

Staff display names, analysis scope, Zoho placement and module API name, field mapping, integrations, prompts, versions and captured feedback.

An optional web view of records for supervisors. It is not a second operations dashboard for daily staff work.

The earlier dashboard remains available for reference. It is no longer the staff landing page.

Create a widget in Zoho CRM pointing at this app's /zoho/review URL.
Place it on the Violation record as a related list or a custom button.
Set the actual module API name in Admin — the display label is not the API name.
Case managers sign in once in the browser; Zoho record context is not sign-in.

Full setup and handoff notes are in docs/zoho-integration.md.