How to reassign Related Objects | Scribe

    How to reassign Related Objects

      1
      Anytime you need to reassign a Task, click the Related To Field
      2
      If blank, the system will show the Accounts...
      3
      If you click on the Account Icon, additional "Objects" will appear. Find the Opportunities or any other record Object Type you are searching for, and reassign it to the desired record.
      4
      Click here.
      5
      Click here.