view all transactions is not available in action menu for custom record what is the permission ? the role has edit level for vendor

AI generated answer (using internal Slack threads):

To view all transactions in the action menu for a custom record, the role should have the 'Find Transactions' permission. This permission allows the user to view the 'Transactions' sublist on the record. Additionally, if you want to view the 'System Notes' and 'Sales > Transactions' on the Customer record, the role should have the 'Financial History' permission. This permission can be added by going to 'Manage Roles' > choose the role > click on the 'Permissions' tab > click on the 'Lists' subtab > in the 'Role' column select 'Financial History' > in the 'Level' column select 'View' (or higher) > click 'Add'. For viewing the 'System Information' history on transactions, the role should have the 'Lists->Notes Tab' permission. Please note that these permissions should be added in addition to the 'Edit' level permission for the 'Vendor' record that the role already has. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******