The screen shot below is from a customer record. I...
# administratione
Eric Shouler
12/09/2020, 6:55 PMThe screen shot below is from a customer record. I have an accounting employee who is missing the "transactions" subtab. She oes have access to the other two subtabs. Does anyone know what permission this could be?
Eric Shouler
12/09/2020, 6:56 PMPermissions on the role, and they are using out of the box accountant role.
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Sandii
12/09/2020, 7:19 PMFind Transactionz
ZergiNate
12/09/2020, 7:26 PMFinancial History is the permission which should make this appear under the financial tab
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Eric Shouler
12/09/2020, 7:27 PM@ZergiNate I need this to show under sales, other roles have it but let me try
Eric Shouler
12/09/2020, 9:03 PMOne of these worked thanks!
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PaulJ
12/11/2020, 3:38 AMYup. It’s financial history.
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