How do I get contacts to automatically link to a company in Company table if the company name matches a name in the Contacts table
Welcome to the community, @Ray_Hill !
However, you can do a one-time-only match by converting your “Company” field in your Contacts table into a “linked record field” that links to your Companies table. (Note that this will only work if the other table has the “Company” field as its primary field.)
Can I import the contacts from a spreadsheet straight to the Company table and have it append the contacts to the company which is the primary field?
Importing records into a “linked record field” will also achieve the same result of the one-time-only match.
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