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Read on for the latest updates including:
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• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
What custom role permission allows me to show all customer transaction history?
I am trying to set up a custom role that will show all transaction history in the Transactions sub-tab of the Sales tab of the Customer screen. I have added permission for Financial History and can display Invoices, Cash Sales, Estimates, and Sales Orders, but I am unable to figure out which permission will also show Payments, Customer Deposits, Credit Memos, Customer Refunds, etc. I have tried a dozen different roles and cannot find one that shows this info apart from the Administrator role which, unfortunately, cannot be customized.
Thanks!
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