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Opportunity ID: Removing the required field from Sales Quote page CR304500

  • March 26, 2024
  • 1 reply
  • 90 views
A
Freshman I

Is it possible to remove Opportunity ID as a required field for making a sales quote?

Best answer by darylbowman

Almost anything is possible, if you’re willing to spend hundreds (to thousands) of dollars doing customizations. I’m guessing that’s not what you’re asking.

Sales Quotes are closely integrated with Opportunity revisions, which is part of an Opportunity, which makes the Opportunity a required entity.

    1 reply

    darylbowman
    Captain II
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    • darylbowman
    • Answer
    • March 26, 2024

    Almost anything is possible, if you’re willing to spend hundreds (to thousands) of dollars doing customizations. I’m guessing that’s not what you’re asking.

    Sales Quotes are closely integrated with Opportunity revisions, which is part of an Opportunity, which makes the Opportunity a required entity.

    Daryl ⚡Freelance developer 🛒Check out my products 👉🏻deftstrokesdev.com/index.php/products ⏩linkedin.com/in/darylbowman
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