ofer.e
09/17/2024, 5:10 AMCeligo AI
09/17/2024, 5:10 AMAI generated answer (using internal Slack threads):In order to access customer payment records, you need to set the following permissions in the role: 1. Financial History: This permission allows the user to view the financial history of the customer. You can set this permission by going to Manage Roles > choose the role > click Permission tab > click List subtab > in the Role column select Financial History > in the level column select View (Higher) > click Add. 2. Find Transaction: This permission allows the user to find transactions related to the customer. This is particularly useful if you want the user to see related records at the item level. Please note that these permissions should be set according to your organization's policy and the level of access you want to provide to the user. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/17/2024, 5:11 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852812171
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846409857
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842863917
Celigo AI
09/17/2024, 5:11 AM