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How to add Transactions tab to Client view?

edited Jan 8, 2020 3:45AM in SuiteCloud / Customization 3 comments

Hello,

When logged in as administrator, I can pull up a client, click on the 'Sales' tab and beneath that I have two more tabs; 'Transactions' and 'Items'. However, when logged in as a Sales Person, only the 'Items' tab shows up.

Is there a permission I need to allow the Transactions tab to pop up too? If so, what is that permission? If not, how do I get the Transactions tab to be included?

Thanks,

Ron

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