Integration Zoho Books in CRM

Hi,

I integrated the CRM with Books. This allows me to display accounting documents assigned to a customer directly in the CRM. This is a very convenient option.

Unfortunately, I can't find a solution to properly set permissions for my sales department.

Only managers have access to all vendors in CRM. And what is important, a completely different person is responsible for creating invoices in Books.

The problem is that while the salesperson can see customers and related documents from Books and cannot see the vendors in CRM (the record created by the manager and assigned to this role only), he can open Zoho Finance tab in CRM and view all invoices, including those assigned to the vendor.

As I mentioned earlier, Zoho Books is handled by another person who creates all invoices.

Do any of you have any idea how to keep the CRM integration with Books and at the same time not display in CRM the documents associated with vendors in Zoho Finance tab?

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Paweł Ordziniak
Ishwarya SG

Sticky Posts
Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
New User Interface for your Email integration in Zoho CRM
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,
Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically