hi, i'm trying to access the transactions tab here...
# general
k
hi, i'm trying to access the transactions tab here in the customer record. i can't see to find it. what permission do i need to enable?
t
Lists -> Financial History set to view
k
i have done that, but there's still nothing that shows up
t
Does it show up for admin?
k
no
t
Customize the form. Under Subtabs click show under "Sales"
k
sorry, where do i go to customize the customer form again?
t
Just open a customer record in edit and hover over Customize in the top right and click customize form
k
ha i don't see that either...
t
Make sure you are in a admin role
k
oih sorry, i need to click edit
t
Yep! You have to be in edit mode on the customer record
k
thanks! solved it.
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