Company Name and/or Account Number (custom field) is the information I need. Yes, I can create a field(s) and have users fill it in, but they don't always know their account number. Sometimes users type a company name that is different than the name that we have their account listed under. I would rather pull the information from the contact record. I know that is correct. It also seems less personal if I have to have them tell me who they are. I should already know. Right? ... View more