How do I import Tasks or Events and associate it to other records?
You can import Tasks, Events and Calls only by using the Migrate Data from other CRM feature. While importing, you may also have to associate the imported tasks, events or calls with other records in CRM and assign them to different users. See Also Migrate from Other CRM
To import and associate with other records
- First migrate the records to which the activities have to be associated. If they are already imported, proceed to Step 2.
- Migrate the Tasks, Events, and Calls that are listed in separate CSV files.
All the imported tasks, events, and calls will be assigned to you, by default.
Note:
- If you want to migrate the activities and assign it to other users also, then you need to first migrate Users using the Migrate Data from Other CRM feature. Then add a column in the import file, with the user information to whom the record should be assigned.
- There is no Overwrite option while importing tasks, events and calls.
Related Articles
How do I import Notes, Tasks, Events or Calls and associate it to other records?
You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. In order to do so, you need to have the ...
How to import Tasks and Events?
Scenario 1:Tasks/Events related to other CRM records: Currently, you cannot import tasks and events related to other CRM records from the Activities module. However, you can import these records from Setup > Data Administration > Migrate from other ...
Associate Related Records
You can create and associate the following to the various records from your iPhone: In Leads: Events, Tasks, Notes, Calls, Attachments In Accounts: Events, Tasks, Notes, Calls, Contacts, Potentials, Attachments In Contacts: Events, Tasks, Notes, ...
How can I receive notifications about my tasks and events?
When a task is created, there is an option to set reminders. You can set two types of reminders: Alert through email and alert through pop-up. See Also Set Reminders
Can I create tasks/events for other users?
Yes. You can create tasks/events for other users. First create a task/event and then change the user in "Assigned To" field.