When I create a task, it is linked to a specific account and contact person, but when I export the list of tasks, the columns “account” and “contact” are empty (see file attached).
What am I supposed to do to export the account and contact person the tasks are linked to?
How can I link tasks to a specific account and contact person?
The account/contact is linked, it’s linked by ID.
Yes, but not in the excel sheet when I export the tasks…
There must be some connection I didn’t do right when adding fields or columns in the different tasks views.
Could you explain?