I have a role that cannot see the transactions tab...
# administration
z
I have a role that cannot see the transactions tab or the create new sales order, create new invoice, etc. It has the correct permissions as from the customer record under actions I can create them this way but for the life of me I cannot see that subtab on the record. I checked and they are available on this form for other roles so is there a specific permission that allows me to see that subtab?
m
Lists > Financial History (assume this is what you mean) - Create New is likely on the form unless the user has no create perms.
z
Thanks Michael, that was exactly what I was looking for.