Exporting wipes information and breaks links
Jun 30, 2017 4:57 AM
Hi, when I export company names within the 'Deals' view is wipes this information from the relevant Deal and the Deal is then not associated with any Company.
However if I then go to the Company record, there is a Deal associated with it. So I then click on the Deal within the Company record and is reconnects the link in the Deal view between the Deal and the Company.
Why does exporting the Company name from the Deal view delete this information and break the link? How can I avoid this and not have to go through the re-establishment process I have listed above?