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Allowing Sales Reps to See Past Transactions?

edited May 16, 2007 9:13AM in Accounting / ERP 1 comment

Hello

When I am in the Administrator Role I can see the customers transactions, therefore if some of them do not get billed I can go back in and retry the credit card.

However I have created a custom role based on a sales person, and have assigned many different things but they still can't see the transactions tab on the customer record,

Has anyone had any luck with this?

best

David

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