Books - User Roles and Security
When will Zoho Books include User Roles and Security?
Right now, any user added to the system is either and Admin or a General User who can see and edit all.
Books needs this so Sales Folks can use Books to Create Estimates and Invoices once the Zoho CRM opportunity is closed won and imported into Books.
Other wise, they are forced to use Zoho Invoices, Zoho CRM / or ZCRM Estimates Invoices and Zoho Books.....very confusing and unnecessarily expensive.
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