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How do I make the customer record clickable on transaction records?

edited May 1, 2023 9:08PM in Ask A Guru 5 comments

We have a custom role that originally did not have access to Customer records. We have since granted that role Edit permissions via Permissions -> Lists -> Customer -> "Edit".

However, on any transaction type (Item Fulfillment, Sales Order, etc.), users in that role are NOT able to click on the customer's name/ID to be taken directly to that customer.

Typically, in a transaction the customer's name is clickable, like below:

But in that custom role the name is always black text and cannot be clicked:

What permission(s) are we missing on that role to be able to let those users jump to a customer straight from a transaction record?

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