User_DHDB1

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I gave permission to multitude of Transactions but the user was still unable to Save As and customize their own. As an alternative, I just created a new search with the info she needed. I will close this ticket, thank you for the assistance.

in Allow Role to 'Save As' the Transactions Sublist Saved Search on Customer Comment by User_DHDB1 Jan 7, 2025 5:08PM
Hi Clarisa, There is no error message, the user simply does not see the menu items under the 'Setup' menu tab, even though I do when I'm logged into the same Role the user has. The permissions are set to Full. The User's center type is set to Accounting, but mine is different. When I logged in the "Financial" menu was not…

in Give Manage Accounting and Tax Period permissions to custom role Comment by User_DHDB1 Jan 6, 2025 7:47PM
Hi Michelle, The role has Edit level permission for the Customer record. Understood that Save As is not available for new saved searches. They are hoping to customize an existing one used by Finance and edit it to be better suited for the Sales team. The Save As functionality is available to them when customizing saved…

in Allow Role to 'Save As' the Transactions Sublist Saved Search on Customer Comment by User_DHDB1 Jan 3, 2025 10:37PM

User_DHDB1 Red Ribbon

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