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Transactions tab on customer record. Can´t add it to a role¡
Hello:
There is a nice sub tab at the customer record. It´s actually at Sales Tab..there is a sub tab labeled transactions.
It´s very usefull, since it provides all transactions by summary. All open orders, all paid invoiced, etc, etc.
The issue i have is it does not show in a custom record i created for sales rep.
Any idea how to add it?
BIG THANKS¡
RC
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