I need employees to be able to view sales history within the customer information on the customer list. What security setting must be checked to allow this?

If you wish to give your employees the ability to view a customer's sales history from within the customer on the customer list, you must go to Employees>Security>select Customers from drop down menu>check the box next to "View Customer Ratings".

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk