I want to include Account Name when exporting my "Equipment" List in Excel. It just retrieves the Account ID, not the actual company name.
Hi Cathy Cremin
I believe "Equipment" is a custom module, right?
How did you create the relationship to Accounts? Depends on how did you configure the Export action will automatically retrieve the related record.
I never set up the relationships. Brainsell did. I tried going in the edit the relationship and it wouldn’t let me.
Sales & Marketing Assistant
Retrieving data ...