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 customer, select a user from the drop-down against the Customer 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.
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 Invoice.