Hagar Ahmed
10/07/2024, 12:16 PMCeligo AI
10/07/2024, 12:16 PMAI generated answer (using internal Slack threads):To give a role permission to see transactions in a customer record, you need to adjust the permissions for that role. Here are the steps: 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Select the role you want to modify. 3. Click on the 'Permissions' tab. 4. Click on the 'Lists' subtab. 5. In the 'Role' column, select 'Financial History'. 6. In the 'Level' column, select 'View' or a higher level. 7. Click 'Add' to save the changes. This will allow users with that role to see the transaction history on a customer record. ****** 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
10/07/2024, 12:16 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.887118459
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.867426813
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861938894
Celigo AI
10/07/2024, 12:16 PM