What permissions is needed to see the "Transaction...
# ask-stanley-ai
j
What permissions is needed to see the "Transaction" subtab under Related records?
c
AI generated answer (using internal Slack threads):
To see the "Transaction" subtab under Related records, the role needs to have the
Find Transaction
permission. This permission allows the role to see related records at the item level. Additionally, the role should also have the
Financial History
permission. This permission allows a role to see transaction history on a customer record. Please note that the visibility of the "Transaction" subtab is also based on the transactions that the role has access to. For example, if the role does not have access to customer payments, then it will not appear on the list. ****** 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: 0.869567931
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861328244
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859375119
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