Good day.
Another import scenario issue. See the attached. The scenario creates the contact with no issue; which is pretty good. However, the contact created does not link to the Business Account/Customer ID. I tried a number fixes but nothing seems to work.
Any suggestions or changes you can recommend. i would not like to assign them manually.
I appreciate this group’s assistance very much.
Best answer by Naveen Boga
View original
+12
Hi
Please use and let me know if it works.( Verify with one record or in sandbox before moving to production)
HI
Thank you for your reply. it didn’t work. I think might of miss understood. I think you update is in a later version. I am working in 2020 R1. Also, I can create the contact. I want to link the contact to the correct business account on might worksheet. I am not creating new business accounts and contacts. Also, the field “status” does not exist in 2020 R1. I appreciate your assistance.
+12
HI
Thank you for your reply. it didn’t work. I think might of miss understood. I think you update is in a later version. I am working in 2020 R1. Also, I can create the contact. I want to link the contact to the correct business account on might worksheet. I am not creating new business accounts and contacts. Also, the field “status” does not exist in 2020 R1. I appreciate your assistance.
Thank you for the update,
I will check in 20R1 if I have and let you know.
Thanks
+17
Hi
It is did not work as I though it should. No error is noted. I even added a Contact ID to see if that worked.
Any advice would be helpful.
Thank you
Evan
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