Tuesday, October 16, 2018

Standard Transaction tab in the Administrator role is Missing

1. Navigate to Customization > Centers and Tabs Center tabs.
2. Edit any custom tab that has Classic Center type. (if Transactions tab has been renamed)
3. In the Content tab > Categories subtab.
4. The list of Categories should be the categories available in the Standard Transactions tab, the following categories are:


-Bank
-Purchases/Vendors
-Sales
-Customers
-Employees
-Commissions
-Inventory
-Quota/Forecasting
-Financial
-Management
5. In the Audience tab.
6. Set the Roles field to Yes.
7. Change the Label to Transactions.
7. Click Save.

Note: When the Standard Transactions Tab is customized, it will then be listed under the Custom Centers Tab.

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