How to unmark a field as required for editing an opportunity.

How to un-check a field as required by using the data form of an opportunity. 
1. Enter design mode on the opportunity record.
2. Right click edit on the opportunity.
3. Click go to data form instance.
4. Click the Field Characteristics tab.
5. Select the down arrow for the field you wish to make unrequired.
6. Click edit.
7. Unmark the check box as required.
8. Click Save.


 Blackbaud CRM

Was this article helpful?