I'd like to export my tasks, and when I do I'd like to the Account Name that I entered for each account to be a part of that export. Right now I get the Sugar ID. Is it possible?
I'd like to export my tasks, and when I do I'd like to the Account Name that I entered for each account to be a part of that export. Right now I get the Sugar ID. Is it possible?
Hi Peter Ganci,
This is not available when exporting from ListView in Sugar.
You can also make a report in which the display columns are at least the Task ID and Account Name. Exporting these results to .csv, you can open the two outputs in Excel and use a vlookup to add the Account Name to each exported Task row.
I hope this helps!
Hi Peter Ganci,
This is not available when exporting from ListView in Sugar.
You can also make a report in which the display columns are at least the Task ID and Account Name. Exporting these results to .csv, you can open the two outputs in Excel and use a vlookup to add the Account Name to each exported Task row.
I hope this helps!