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

  • Jan 16, 2024 7:42 PM UTC
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Freshman II

 

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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Carmeline Mascarenhas

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    hkabiri
    Acumatica Moderator
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    • hkabiri
    • Acumatica Support Team
    • Answer
    • Jan 16, 2024 10:04 PM UTC

    @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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    SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
      Freshman II

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

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      Carmeline Mascarenhas
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