General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

requestor Clear Tag Filter

Alternate ID

Hi! Does anyone know if I can get the "Alternate ID" to show up below side the Organization ID field in the upper right hand side of tickets?
1 Answer
Michael Rodriguez Last activity on 1/30/2024 2:41:34 PM by Mark Sayers

Automatically Notifying a Requestor that a Ticket is On Hold (Awaiting their input)

When we put a ticket on hold awaiting customer/requestor input, can the requestor be notified automatically at certain intervals that the ticket is on hold awaiting their input/response? We are considering creating a new "hold" status of "Waitin...
1 Answer
Greg Dec Last activity on 8/16/2023 8:32:05 AM by David Tod

Automation Rule to Set Requestor

Good morning:
I wanted to ask if there is a way to use automation rules to set a requestor for specific services or forms if the requestor is not set? I see that there is a filter that can fit these criteria in Automation Rules, but there doe...
1 Answer
Anderson Hanchett Last activity on 3/14/2023 2:31:44 PM by Mark Sayers

Changing the requestor when they leave organization

Is there any way that someone has found, to easily change the requestor on a large number of tickets, if that person leaves the organization, and a new person should be considered the requestor?
1 Answer
Bill Harlan Last activity on 7/18/2022 4:36:59 PM by Mark Sayers

Set the requestor to an email address

Maybe I'm going down the wrong path:
When an email comes in from an outside address (parent, vendor, etc), the 'Requestor' on the new ticket from the email monitor is set to that address. It doesn't create a user (that I can see), but we c...
1 Answer
John Shearer Last activity on 7/13/2022 10:05:06 AM by Mark Sayers