Hi there,
In a nutshell, in our Opportunities we associate the main contact with a custom field, and do not use the native "Contact Name" field at all. However, this is causing issue for us in numerous ways, and we'd like to automatically copy any value in the custom field into the native "Contact Name" field.
It doesn't look like this is possible as a workflow. And I can't figure out how to move over all values from the custom field into the native as a one-off batch and then just start only using the native field moving forward. Looks like that particular native field is special and not available in a lot of system dialogues.
Anyone know how to move this information over either as a one-off batch or automatically on a continuous basis?
Thanks!
Trevor