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Transactions tab on customer record. Can´t add it to a role¡

edited Nov 22, 2019 10:25AM in CRM 2 comments

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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