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:
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.
Online accounting software
for small businesses.