I need to create a custom link from a contact to populate the "related to" field with the account name in an activity. Can someone help me with the code? I had a similar request earlier for a task.
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.
The value of the "what_id" parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the parameter value or reduce the value length and resubmit. If the error still persists, report it to our Customer Support team. Provide the URL of the page you were requesting as well as any other related information. Back
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.
The value of the "what_id" parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the parameter value or reduce the value length and resubmit. If the error still persists, report it to our Customer Support team. Provide the URL of the page you were requesting as well as any other related information. Back
