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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  • Margaret Parviainen commented
    May 27, 2025 22:01

    Exactly as Stephanie noted, we can permission our prospect managers to add revenue to opportunities, but not to remove it, because we can't give them full rights to edit revenue.

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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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