Zoho CRM -> Books Integration - Problem with Managing Integration User
Hi,
I have been using Zoho for the past three years, and my CRM and Books integration has been active from the start. I understand that Zoho CRM integration has recently been moved to the Zoho Finance Module, where Books, Expense, and other finance-related software have been merged into the Zoho Finance Suite Integration.
Previously, some salespeople had access to both Books and Zoho CRM, allowing them to manage and create estimates and sales orders directly from Zoho CRM. However, in the past few days, these individuals have been unable to access the Zoho Books module to create estimates or sales orders for their assigned customers in Zoho CRM. This issue is affecting only those who previously had access to both Zoho Books and Zoho CRM, while newer sales team members still have access to Zoho Books within CRM.
The key difference I've noticed between these two groups is their role assignments. The individuals who still have access to Books inside CRM have the role of "Integration User (Zoho CRM)," whereas those who cannot access it have the role of "Sales Staff," which was previously created.
My team has been trying to contact the Zoho support team for the past 4-5 days, but they have been unable to provide a solution or any helpful insights.
Does anyone have a solution to this issue?
Thank you.
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Saurabh Thakar
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