memorizaed tranasaction permission
# ask-stanley-ai
n
memorizaed tranasaction permission
c
AI 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. ******
Slack 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
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