Why can't I can see the transactions sublist on a customer record in my sales manager or sales rep role?

AI generated answer (using internal Slack threads):

The visibility of the "Transactions" sublist on a Customer record in NetSuite is controlled by the role permissions. If you can't see the transactions sublist on a customer record in your sales manager or sales rep role, it's likely because the role doesn't have the necessary permissions. To add the "Transactions" sublist view to a role, you need to enable the "Financial History" permission under Lists. Here are the steps to do this: 1. Navigate to Setup -> Users/Roles -> Manage Roles. 2. Select the role you want to modify. 3. In the Permissions subtab, go to the Lists category. 4. Add the "Financial History" permission. If the role already has the "Financial History" permission and the sublist is still not visible, you may need to compare the permissions of this role with a role that can see the sublist. You can do this by going to Setup -> Users/Roles -> Show Role Differences. Also, you can refer to the NetSuite Help Center for more information on giving access to the Transactions Subtab on Entity Records: https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N326821.html#Giving-Access-to-the-Transactions-Subtab-on-Entity-Records ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******