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hendrj Automatically populating Related To task field with Account Name
I have been trying to automatically populate the "Related To" field on the task view with the Account Name using a custom link. Currently it is a drop down and then you have to search for the account name. The account name appears on the contact view (where I created the task from).
I am using this formula but am receiving an error, any help would be appreciated.
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URL links should not include the domain. Your formula should be
/00T/e?who_id={!Contact.Id}&retURL=%2F{!Contact.Id}&what_id={!Account.Id}
this works for me.
All Answers
If this a custom button on the Account object, then the merge field should be {!Account.Id}
I still get the same error. I have this custom link on the contact page. I want to select this link on the contact page and have it open a task and populate the account field in "related to" pick list.
URL links should not include the domain. Your formula should be
/00T/e?who_id={!Contact.Id}&retURL=%2F{!Contact.Id}&what_id={!Account.Id}
this works for me.
Thank you! That worked. I have another similar question.
I have created a custom text field on the contact screen called ownership type. I would like the populated ownership type field to appear on the task screen in read only format. Is this possible?