You can delete an existing Notes Reason for an Opportunity, using the
Opportunity Notes Reason
screen.
Procedure
- Navigate to the Opportunity Notes Reason
screen. To navigate to the Opportunity Notes Reason screen, perform the following
steps:
-
Log in to Sterling Business Center as an
Enterprise Administrator.
- From the System Setup Home page,
expand the Opportunity menu, and then click Manage
Opportunity Notes Reason.
The Opportunity Notes Reason screen
is displayed. Existing notes reasons, if any, are displayed.
- In the Opportunity Notes Reason screen, click the notes reason
you want to delete and then click the Delete button.
A confirmation message is displayed.
- Click Yes to delete the notes reason
code.
Note: When you delete a notes reason from Sterling Business Center and it is being used in Sterling Field Sales, then the Value
is displayed in place of the value entered in the Short Description in Sterling Field Sales.