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10/09/2024, 4:26 PMCeligo AI
10/09/2024, 4:26 PMAI generated answer (using internal Slack threads):In order to see all customers when fulfilling a transfer order, you need to adjust the permissions for the role that is being used. Here are the steps to do so: 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Select the role you want to modify. 3. Click on the Permissions tab. 4. In the Lists subtab, add the 'Customers' permission and set the level to 'View' or 'Full' depending on your needs. If you still can't see the customers, you might need to customize the form you are using. Here's how to do it: 1. Open a customer record in edit mode. 2. Hover over 'Customize' in the top right and click 'Customize Form'. 3. Under Subtabs, make sure 'Sales' is set to show. Also, to approve transfer orders, you need the 'Transfer Order Approval' permission. You can add this permission in the same way as described above. ****** 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
10/09/2024, 4:26 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832019091
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831456184
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82664758
Celigo AI
10/09/2024, 4:26 PM