Questions

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Contact vs Resource in the Ticketing app

When I go to the People tab in a ticket, there's a Contacts section and a Resorces section. What's the difference between these two sections? How come I can add Contacts, but the Resources are already assumed and can't be changed?
2 Answers
Amber Ziegler Last activity on 12/17/2020 9:58:30 AM by Amber Ziegler

adding "Contact" field to forms?

Does adding the "Contact" field on a form add any names entered to the "People" tab of the ticket?
1 Answer
Becky Klein Last activity on 10/1/2020 9:24:13 AM by Mark Sayers

Integrations with TeamDynamix and a CRM (such as Microsoft's Dynamics 365)?

Hi there - I’m wondering if there is a way to either have the contact fields in TeamDynamix as dynamic links to a CRM such as Microsoft's Dynamics 365, or have the TeamDynamix database fields get updated on a nightly basis. Are either of th...
1 Answer
Ningxin (Linda) Zhu Last activity on 8/21/2020 5:04:25 PM by Mark Sayers

Adding Contact to Form used in Email Monitor

I have a form with a specific Contact ("Joe") listed in it. If the form is used to create a ticket manually from within TDNext, or if it's used in a Service in the Service Catalog to create a ticket, Joe will appear on the People tab o...
2 Answers
David Durling Last activity on 11/13/2018 12:38:42 PM by David Durling

What can contacts see on a ticket?

What can a contact see in the system? We are testing a process for our internship process with an academic unit and trying to figure out how to get employers in the sytem so they can be connected to a ticket but do not want to give them a Univers...
3 Answers
Denise Nelson Last activity on 8/30/2018 1:30:51 PM by Mark Sayers

Self-Registration

Not sure if this is working like it's supposed to or if this is an issue. A faculty who we've previously entered as a contact tried to log into the service catalog and was denied. I upgraded them to a Client User and set their authorization name ...
4 Answers
Will Turek Last activity on 6/14/2016 4:41:40 PM by Matt Sayers