How to Map SM Work Order

Before a user can push project in Followup to the Vista SM Work Order, the fields must first be mapped.

FollowUpCRM

  1. 1. Click on Settings

    Click on Settings

  2. 2. Click on Add Mapping

    Click on Add Mapping

  3. 3. Select Project

    Note: SM Work Order can only be mapped to Project.

    Select Project

  4. 4. Select SM WORK ORDER

    Select SM WORK ORDER

  5. 5. Click on View Mapped Fields

    Click on View Mapped Fields

  6. 6. Click on Map field

    Click on Map field

  7. 7. Map required fields as usual.

    Map required fields as usual.

  8. 8. Click on Add

    Click on Add

  9. 9. Click on Save

    Click on Save