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Mika Hakkinen

02/08/2021, 12:56 PM
Hey guys - Why is the "Generate Statement" option not available in my custom role? It is there for the admin role, but not any of my custom roles. I am able to generate statement en mass or individually, just not directly from the customer record itself. Any ideas? Thanks!
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ericbirdsall

02/08/2021, 3:59 PM
Could be a few things - does this custom role have the correct permissions? There should be a "generate statements" permission Or maybe that role uses a specific form that has that action hidden?
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