Create Quote & New Sales Order Buttons Not Showing On Customer Form?
Would anyone happen to know why I am able to see these buttons on the customer form as an admin but not as another role? The other role does have the ability to create quotes and sales orders and uses the same form. Is there a permission I am missing?
Hello,
Might be dumb but assuming the user role has access to edit these transactions?
They do! I found what was going on. I needed to give the roles “financial history” as a permission to get this subtab to appear. Seems like not the greatest naming for the permission since the tab is called transactions though
