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
    27 May, 2025 10:01pm

    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
    25 Oct, 2018 04:05pm

    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
    8 Dec, 2017 10:49pm

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

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  • Kristin Richardson commented
    28 Aug, 2017 04:20pm

    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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