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Who can use this feature?
- Users with Client Portal accounts, including technician and admin accounts, can ask or answer questions.
- Available in the Client Portal.
The Client Portal Questions feature transforms traditional support communication by creating a collaborative, community-driven environment where users can seek help and share knowledge with others. Rather than relying solely on direct email exchanges with support staff, this threaded discussion system enables both peer-to-peer assistance and official support responses, fostering a more efficient and comprehensive support ecosystem.
Please note that not all organizations have the Questions feature enabled in the Client Portal.
In this article, we'll cover:
The following people are notified when a new answer is posted to a question in the Client Portal:
- The original author of the question
- Anyone who contributed an answer to the question
- Anyone who has opted to follow the question
- The TeamDynamix support team
- In the Client Portal, click Questions in the main navigation
- Click the +New Question button
- Choose a Category for your question
- Enter a brief description, or short version of your question in the Title field
- Enter details for your question in the editor
- Optionally select Tags to label your question for better searchability
- Add any Attachments that might help others understand your question
- By default, you are opted in to receive email notifications when there is any activity on the question. Uncheck the Follow box to opt out
- Click Save
You can quickly access all of your questions anytime under Questions > My Questions.
Comment replies are threaded, so to continue a discussion, click the Comment link on a response.
To contribute an answer to a question, follow these steps:
- In the Client Portal, click Questions in the main navigation
- Click the question title in the list
- Click Contribute an Answer
- Fill in Your Answer
- Click Save
When an answer is submitted, you can indicate whether it was helpful. You don't need to be the question creator to provide input on its helpfulness.
- To show that a response was helpful, click on one of the Was this helpful? options below each answer: Yes or No
- If an answer accurately addresses the question, you can click Accept Answer
Examples