I’m trying to import a note into the activities tab on the customer screen. We had first visited this a while ago and support did provide an import scenario that did work for this. The issue I’m having at the moment is that if the note is multiple lines, it is separate rows in my source excel file, and I’m having an issue getting the multiple lines together into one note. When I run the scenario, the note is created, but the note body is just the last note line. I tried using the same function that I had used when importing regular customer notes =Concat([BAccount.NoteText], CStr('\r\n'), [COMMENTS]), which does work in appending a row to the existing note, putting a CR/LF in between to put the note at the beginning of the next line, but everything I have tried using that method, doesn’t give me the required results here in the activity note body. I can provide a bit more detail if needed, but just wondering if anyone has done this type of import into the activities, creating a note, with combining multiple rows/lines in the import scenario (for the same customer obviously) into one activity note having multiple lines in the note body.
here is the scenario. It did come from Acumatica support and the red is intentional. This does work to create the activity note, it just doesn’t work when the same customer has multiple note lines in the scenario.