How do I assign a user to handle all the transactions for certain customers?

You might have a lot of regular customers for whom you wish to give a great service. To do so, you can assign one of your employees to exclusively take care of the customer’s transactions and other information.

You can assign a owner for a customer using either of these methods:

  • While creating a contact, select a user from the drop-down against the Contact Owner field.
  • You can also assign a customer owner in the customer details page by clicking on the More option on the top right corner and selecting Assign Customer Owner from the drop-down.
  • Select multiple customers, click on the More Actions option and select Assign Customer Owner.

Assign Contact Owner

Note: Only active restricted users can be assigned as a customer owner. Also, a customer can have only one owner.

Click here to learn more about user segmentation in Zoho Books.

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