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What custom role permission allows me to show all customer transaction history?

edited Nov 26, 2019 7:17PM in Ask A Guru 5 comments

I am trying to set up a custom role that will show all transaction history in the Transactions sub-tab of the Sales tab of the Customer screen. I have added permission for Financial History and can display Invoices, Cash Sales, Estimates, and Sales Orders, but I am unable to figure out which permission will also show Payments, Customer Deposits, Credit Memos, Customer Refunds, etc. I have tried a dozen different roles and cannot find one that shows this info apart from the Administrator role which, unfortunately, cannot be customized.

Thanks!

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