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Link Task to Accounts

Question asked by Keith Esslemont on Jan 8, 2018
Latest reply on Jan 11, 2018 by Keith Esslemont

Happy New Year Everyone -  I am trying to get the Account and Opportunity display in the Task list view.

 

At present I have the "Related to" column which shows the Opportunity record and have added a textfield with a formula to look at the Accounts Module - This works, however how do I get it to update all current records for this field?

 

I don't think I can do this via Mass Update. Also I don't have access to code as we are On Demand

 

On Demand

SugarCRM Enterprise, Version 7.8.2.2 (Build 50)

 

Tasks List View

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