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By Valorx

How to clear tasks

In this Tutorial you will learn

  • How to configure a clear task
  • A clear task can be used to clear a specific grid of data without deleting records to retrieve a new set of data OR to clear record ID’s from a grid in order to create new records

Clearing Grid Maps and Form Maps can be achieved using Clear Task. It clears the Maps on Excel without affecting the records in your CRM.