- Access the Support Manager.
- View the ticket.
- Ensure the Associations tab is active.
- Select the field you want to associate to the support ticket. A search page may appear, or fields will be populated with relevant information. Based on the selection, other fields are populated with information relative to your selection. For example, if you select a service, all other fields will be populated with information related to the service, such as relevant orders, quotes, and opportunities, from which to make further selections.
- Enter your search criteria. The tab related to your newly associated items becomes active.
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