Enhance Batch (lower priviledge role) to allow to associate revenue to an Opportunity WITHOUT also being able to change designation

“Associating revenue” to an opportunity in batch is not very well designed in CRM.  Associating revenue to an opportunity after the transaction is posted should be a suitable option, but that currently also requires EDIT capabilities that would also include the ability to change a Designation on a transaction.  Since these permissions are typically locked to someone in Finance only, many organizations will not be able to use this functionality where it really would benefit.  The product request is to enhance the batch functionality to allow for associating revenue to an opportunity without the user also having the ability to change a designation (or similar secure role/permission).

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  • Nov 7 2016
Organization Name (Please enter full organization name) Habitat for Humanity
Reported Version 4.0
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