Saturday, January 5, 2019

Show/Hide Outstanding Balance Link from Customer Center

The Outstanding Balance link shown in the Customer Center > Quick View section is being controlled by the permission "Accounts Receivable Register".  If this is set to View level, the Outstanding Balance link will appear.  If this is set to None, then this link will be removed.


Steps to set the permission:
1. Login as Administrator.
2. Go to Setup > Users/Roles > Manage Roles.
3. Edit/Customize the role.
4. In the Permissions tab > Lists subtab.
5. Set the Accounts Receivable Register Access Level to either None to hide it or View to show it.


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