Scenario
The Financial History permission is required for users to view transaction history. Some roles have this permission by default, such as accounting clerks and sales administrators.
An administrator can provide other users with access to transaction histories by customizing their roles to include the Financial History permission.
To create a custom role with transaction history access:
Go to Setup > Users/Roles > User Management > Manage Roles.
Click Customize next to the name of the role you want to customize.
In the Name field, enter the name for this new role.
This role name will be available in employee records on the Access tab.
On the Permissions subtab, click the Lists subtab.
In the Permission column, select Financial History.
In the Level column, select View.
Click Add.
Click Save.
Now, employees with the new customized role can view the Transaction History subtab on customer records and click the links to view those transactions.