Hi All! Do you happen to know the permission needed for a role to see related records at the item level? thank you!

From memory , it is based on the transactions that the role has access to. So if the role has no access to customer payments for example, then it will not appear on the list.

Find Transaction

I think is part of it as well

Ah yes thats right, I recall some of ours custom roles couldnt see the Related Records link in the subtab, even though they had full access to SO PO Invoices bills etc. The Find Transaction permission did the trick for me in that scenario

Thanks, i will have to look into giving them access to everything and hope that fixes it. They have full access to find transactions too