There is no option to extract a Task Record ID in the Task Reports, yet the record ID is required to import and update existing tasks.
Where can I bulk extract Task Record IDs?
Thanks for that - it's done the trick indeed.
They're both custom drop-down boxes.
Titles are: "Advice/AAIM Revenue Split" & "Adviser 1 Revenue Split".
Record is for both Leads and Contacts.
I created two custom fields marked as read-only. Originally I didn't want these fields to be open to amendments. However, I've had a change of mind and now wish to be able to edit these fields. I w...