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Thursday, 19 December 2013

How to Change Task Type LOV in Advanced Collections


Perform the following steps to change the TASK TYPE LOV in Advanced Collections-



Responsibility:  CRM Administrator

Path:                      Task and escalation Managers > Setup  > Task & Notes References

Step 1 

  • Go to Query Mode
  •  In the Source Object Enter ‘Party’ and in Application enter ‘Collections’ and press Ctrl+F11.
  •  All the references associated with the Source Object i.e. Party in Collections will be displayed.
  •  End date all the References which are not required.
  • Similarly, you can add new references to the Source Object Party if required.
  • Click on Save




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