I am trying to set up how tickets and contacts interact, meaning how to set it so we can search for contacts through the ticket window.
I have ensured all the custom fields are matching in both sections, but when I go to search from the Ticket form, it only allows me to search using the Name field, we want to be able to search using name, ID (custom field) and phone number
When I do a search for a name, it will pull up the data, but the information is not populating all the fields, even though the info is in the contact section.
Please advise