Convert Task Keys

Use the Task Key Conversion utility to change, move, or combine task number data into a single task number.

Prerequisite: Back up your Ajera CRM database.

To change, move, or combine task numbers:

1. From the Ajera CRM Navigation menu, click Utilities > Key Conversions > Tasks.
2. Complete the fields on the Key Convert Tasks form.
3. If you are combining existing tasks, select the Combine existing Tasks check box.
4. Select one of the following actions:

   Option	Description
   To save the conversion to run later	Click Save.
   To run the conversion now	Click Run.
   To schedule the conversion to run on a regular basis via the process server	Click Schedule and complete the Schedule dialog box.