How to create a task with the sales return information?

Updated on October 27, 2020 03:59AM by Admin

The Sales Returns App of Apptivo allows you to create tasks with the information available on the overview page of the sales return. By this, you can map the values present in the fields of a sales return with the fields present in the tasks.

Note: This feature is available in the Ultimate and Enterprise plans of Apptivo.

Steps to map the attributes of Sales Returns with Tasks

  • Log into your Apptivo account and navigate to the Sales Returns App. In the Sales Returns App, select Settings.
Sales Returns

  • In the Settings page, go to Collaboration. Here, scroll down to Tasks.
Settings

  • Here, enable Map and set your own pre-defined values while creating Tasks toggle. Now, select Mapping.
Enabled Toggle

  • You will be redirected to Sales Returns→ Tasks Mapping Fields. Map the required fields. Here, the Sales Return # and Reason for Return fields of Sales Returns App are mapped with the Name and description fields of the tasks.
Mapping

  • Save the changes.
Changes Saved

  • Now, go to the overview page of a sales return.
overview

  • Switch to the Tasks tab and select Create.
  • The fields in the Create Task window will have the values as per the configuration. For instance, the Sales Return # is added as the name of the task according to the mapping done.
Create Task