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viewing transactions in customer record

edited Sep 12, 2008 4:14PM in Accounting / ERP 2 comments

With some roles (administrator, CEO), I see a transactions subtab on the sales tab of a customer record - in addition to items and upsell subtabs.  However, with some other roles (sales person), I don't see the transactions tab, just items or items & upsell.  We'd like our sales folks to see and navigate to the transactions without going to the dashboard.  There must be a role difference, but I can't find it.  Any ideas?

Thanks,
Don

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