Create Task > Associate with Record (drop down shows no companies but my CRM is filled)

[uw11111]

I can go into my CRM and select a company and create a task for them.  But when I go into Tasks > Create Task  - no companies are showing up?

Associate with Records shows no companies?

[karstenkoehler · Accepted solution]

Hi @uw11111,

Have you tried typing in the "Search companies" field? Start typing a company and you should see results.

Best regards

[uw11111]

Hi Karsten - This works, it's an acceptable solution.

Perhaps I'm misunderstanding the workflow intention, but to me it seems strange that I can't simply see and click from a list of companies.