Only Default Administrator Profile can Convert Estimates Zoho Finance
In Zoho Finance Only the Default Administrator Profile can convert the Estimates
A different Profile with the Admin level permission cannot convert the Estimate of someone else to a Sales Order, Only and only the default Administrator Profile
Why is that the case? We should be able able to configure in the Profile Permissions who can convert and who cannot
Our use case is, we have a Project Manager that will look into the Estimate of a Sales Person and verify some data and then convert it to a Sales Order
the Sales Person cannot create the Sales Order without the verification from the Project Manager
When the Project Manager don't have the Administrator Profile, and we cannot see the convert option unless we apply the Default Administrator Profile to it
That's a very bad design decision