Associate a contact to a company via workflows & forms
We would like to be able to assign a Contact to an Associated Company in a Workflow.
I seem to be unable to do this at the moment because we have enabled "Automatically create and associate companies with contacts"?
If we disable this option, we would like be able to control Associated Company field in a workflow?
If not, is it possible assign Associated Company via a form?
We currently have a custom field Agency Name which for certain contacts (coming in from a specific form) should become the Associated Company.