How to auto fill single line field based on Contact Name entry?
Hello Everyone -
I have added a custom single line field in the Task Module called "Contact Company".
I am needing this field to auto-populate with the correlating Company Name of the entered Contact Name field. (Another words, I enter a name into the Contact Name lookup field, then the Contact Company field auto-fills with that contact's company name)
Yes, the "Related To" field does this already, but I need to relate this field to my Vendors module. And the Tasks module does not allow Lookup fields to be added. I have tried to add a formula but I cannot get it to work.
Any help is appreciated. Thanks!
I have added a custom single line field in the Task Module called "Contact Company".
I am needing this field to auto-populate with the correlating Company Name of the entered Contact Name field. (Another words, I enter a name into the Contact Name lookup field, then the Contact Company field auto-fills with that contact's company name)
Yes, the "Related To" field does this already, but I need to relate this field to my Vendors module. And the Tasks module does not allow Lookup fields to be added. I have tried to add a formula but I cannot get it to work.
Any help is appreciated. Thanks!