This introduction article will help Enterprise or Technician users to look up people by telephone number. User would need access to the People application in Work Management.
Overview
The phone number search allows you launch the People application with a phone number as a parameter in the URL. This allows other systems, particularly telephony systems, to launch the People search when an interaction is routed to a technician.
Where to Find This
This feature appears in the Work Management interface.
Navigate to searching by phone number, following these paths:
- In Work Management go to View Applications > select People application
Using the Phone Number Search
Creating Phone Number URLs for searching
The phone number search is initiated by using the following URL syntax: https://yourorganization.teamdynamix.com/TDNext/Apps/People/RedirectFromPhoneNumber?phoneNumber=[xxx-xxx-xxxx]
For example: https://acmeacademy.teamdynamix.com/TDNext/Apps/People/RedirectFromPhoneNumber?phoneNumber=614-555-1212
Searching for a Person Record Using Phone Number
TeamDynamix will automatically remove any non-numeric characters and country codes when it searches the database. When creating person records, formatting and country codes are not necessary, but can be included if desired. The search will work either way.
When the search completes, if only one result is found, that person record will automatically open. If multiple results are returned, they will be ordered based on the phone number, allowing the technician to refine the search if they want.
To search for a person record based on phone number:
- In Work Management, navigate to People application.
- Enter a phone number into the phone number field.
- Press Search.
Specifying Which Tab Opens on the Person Details Page
By adding a tab parameter to URLs linking to a Person Detail page, you can specify what tab will open.
To specify the tab that should open, &tab=[tab_name] to the URL. For example,
The tab_name value should be one of the following:
- settings
- tickets
- projects
- requests
- assets
- searches
- code
When the tab= parameter is not included, it will default to the General tab.