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Task Search Help
In the Task Activity there is a 'Contact' subtab that allows the user to input additional contacts. I am trying to create a 'Saved Search' that shows various information including the additional Partners & Contacts in the results. I chose the contact 'Name' and 'Corp Entity' from the 'Contact fields...' choices. The search runs fine, but nothing populates in the columns for the contact and Partner (Corp Entity)... there is data in the Task Record that should get populated. Suggestions? Something I am missing?
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