Nada Ahmed
10/18/2024, 1:09 PMCeligo AI
10/18/2024, 1:09 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that the permission needed to view related records at the item level, historical transactions on a customer record, and system notes and sales transactions on the customer record is the
Find Transactions
permission.
In addition, for viewing historical transactions, the Financial History
permission is also required.
To add these permissions to a role, you can follow these steps:
1. Go to Manage Roles.
2. Choose the role you want to add the transaction sublist to.
3. Click the Permission tab.
4. Click the List subtab.
5. In the Role column, select Financial History
or Find Transactions
as needed.
6. In the Level column, select View
(Higher).
7. Click Add
.
******
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
10/18/2024, 1:09 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826301038
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824967921
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822794
Celigo AI
10/18/2024, 1:09 PM