The Related Records tab is not a default permission to some roles/customer roles, this privilege needs to be added on the role so that all transaction records/history of a record being viewed using several roles will show the ‘Related Records’ tab, like the one that an administrator can access. To set that, using administrator role, go to : 1) Setup>User/Roles>Manage… Continue reading Missing Related Record Tab on Transactions/Records Using Custom Role
Tag: related records
Sales order number not showing up in related records for cash sales or RMAs
Sales order number not showing up in related records for cash sales or RMAs
Delete customers and remove the address
Delete customers and remove the address by using mass update and map reduce script.
Set organizer in a Phone call
Open phone call popup with pre-filled data