How to create a template to link to a specific customer?

Version 1


    Creating a template that will only be used for a specific customer, how can I configure it to always link and populate the Customer field?



    At the bottom part of the template there is a section called Additional Actions.


    Add new action: Search and Link (click the blue +)

    Relationship: IncidentAssociatedCustomer

    Where Contact RecId Equal to (paste in the recid)

    Now when you create a new incident and run the template, the customer will be populated with the person that you defined.