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unable to access AR customer account from Installbase Asset object

edited Jul 2, 2025 6:56PM in Account Reconciliation 1 comment

Summary:

unable to access AR customer account from Installbase Asset object. (when user click on search, unable to see the field in picker page)

Currently user having role: "Customer Service Representative"

What are the privileges to access "customer Account"

Content (please ensure you mask any confidential information):


Navigation → Services → InstallBase → Create → Customer Account

Regards,
Mohammed Hyder

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