Estimate/invoice ownership.
I am investigating the viability of zohoinvoice as a solution to our needs. One thing I can not seem to make happen, is to create ownership with an estimate or quote.
We would have several users and have a need to be able to identify an estimate/invoice by the sales person, to give ownership to a job. Further we would need to sort the estimates/invoices by ownership in a report.
Is this possible, if so how?