Print this page

Contact Roles on Opportunities: Unable to edit existing Role to "none"

Knowledge Article Number 000233933
Description On the Contact Role Related List on the Opportunity Detail Page, when adding Contacts with Roles, those Roles can subsequently not be edited back to "none". The Role will remain as the previous Role rather than switching to "none".
Resolution This is working as designed due to a picklist requirement of having a "none" starting point when selecting Roles.

Instead of switching a Role back to "none" - Simply delete the Contact from the Contact Role Related list instead. This will accomplish the same task.


promote demote