SAP Knowledge Base Article - Public

2595985 - The Opportunity Notes Cannot be Edited or Deleted When Copied Into the Overview Facet

Symptom

You have copied the Notes section from the new Notes facet to the Opportunity Overview facet. Now you are missing the options to edit or delete the notes in the notes history.

The Notes facet in Opportunities and Leads is a new feature in the 1802 release.

Environment

SAP Hybris Cloud for Customer

Reproducing the Issue

  1. Go to the Sales workcenter.
  2. Go to the Opportunities view.
  3. Open the facet Notes.
  4. In Adaptation Mode, hover over the Notes section and click the symbol for Copy.
  5. Go to the Overview facet.
  6. Hover in a free section and click the symbol for Paste.
  7. Leave Adaptation Mode.

Result: the Edit and Delete options are not available in the Notes history in the Overview facet.

Cause

This is the expected system behaviour and the same applies also for the Leads TI.

Resolution

Please go to the Notes facet to edit or delete notes in the notes history.

Keywords

notes, edit, delete, copy and paste , KBA , opportunity , notes facet , copy and paste , edit and delete , LOD-CRM-OPP , Opportunity Management , How To

Product

SAP Cloud for Customer add-ins 1802 ; SAP Cloud for Customer add-ins 1805