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How create a Import Scenario to update Owner on the Task Screen CR306020


 

Best answer by hkabiri

@carmelinem89  Mapping like screenshot below should help you accomplish what you need:

Make sure to have the Task NoteID as the RefNbr and Owner ContactID as the Owner on your Data Provider.

 

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hkabiri
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  • Acumatica Support Team
  • 215 replies
  • Answer
  • January 16, 2024

@carmelinem89  Mapping like screenshot below should help you accomplish what you need:

Make sure to have the Task NoteID as the RefNbr and Owner ContactID as the Owner on your Data Provider.

 


  • Author
  • Freshman II
  • 20 replies
  • January 17, 2024

@hkabiri Thank you for quick response. It was great help.


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