Remove "Associated Revenue" from Opportunity Records

Allow users to delete/remove/unassociated "existing revenue" that is associated to an opportunity. When the incorrect revenue is associated the entire opportunity has to be deleted and then re-entered.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Prospect
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    • Stephanie Boyce commented
      October 25, 2018 16:05

      This really needs to be updated, this then forces you to permission the ability to edit an entire pledge if a pledge was associated and it was done incorrectly. At least with revenue you can restrict it a bit. 

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    • Guest commented
      December 08, 2017 22:49

      https://kb.blackbaud.com/articles/Article/115033 explains how to remove a associated revenue from an opportunity.

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    • Kristin Richardson commented
      August 28, 2017 16:20

      If I could vote for this more than once I would.  What a pain to recreate an opportunity when you click something incorrectly.

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    • +3

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