I am trying to assign a user as Customer Owner but I am not able to find the option. What should I do?

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.

Firstly, you’ll have to enable Customer Owners. Here’s how:

  • Go to Settings on the top right corner of the page.
  • Select Users under Users & Roles.
  • Click the Gear icon next to the required role and click Edit.
  • In the panel that appears, choose the role as Staff (Assigned Customers Only).
  • Click Save & Continue.

Now, you can assign a Customer Owner using these methods:

From the New/Edit Customer Page

  • Go to Sales on the left sidebar, and select Customers.
  • Click + New to create a new customer or select an existing customer and click Edit.
  • In the Other Details tab, click the Customer Owner dropdown and assign a user.
  • Click Save.

From the Details Page

  • Go to Sales on the left sidebar, and select Customers.
  • Choose a customer who needs a customer owner assigned.
  • In the Details page, click the More button.
  • Click Assign customer Owner from the drop-down, and select a user to assign.
  • Click Assign.

From the Bulk Actions Page

  • Go to Sales on the left sidebar, and select Customers.
  • Select the required customers, and click Assign Customer Owner at the top of the page.
  • In the pop-up that appears, select a user from the dropdown and click Assign.

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

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.