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Using the Phone Number Search to Find People

People and telephony systems can look up people by phone number using a specific URL.

Different Ways of Creating Incident Tickets

There are multiple ways a technician can submit a ticket (incident, problem, or change request) on behalf of a requester. The following methods are for scenarios where a technician is fielding a phone call or walk up and must document the incident in TeamDynamix.

When creating a new user in Admin, what should I fill in? What does each setting mean?

Client Portal Profile Field Visibility

This introduction article will help users to understand what fields are visible on a person profile and who can view those fields using TDNext or TDClient.

Requestor Data Displayed on a Ticket

Data Validation on Custom Attributes in Work Management

List of User Settings

Bootstrap CSS/JavaScript Framework

This concepts article will help TeamDynamix Administrators use Bootstrap in Client Portal desktop modules using TDClient.

Using PagerDuty with TeamDynamix

Creating Public Ticket Forms

Changing The Form on Existing Tickets

Setting up Ivy Chatbot for Ticket Submission

Information about the ticket creation integration with the Ivy.ai chatbot.

Syncing the TeamDynamix Calendar with External Calendars

This how-to article will help users to reference TDNext calendar information in an external calendar application.