We had some tickets mistakenly created as "Incidents" while they were in fact "Service Requests". I noticed that when I open an incident ticket, I have the option to "Convert to Project Request" and "Convert to ...
I would like to replace default "Description/Help" text associated with the "Requestor" attribute. I do not see this attribute on the list of attributes in Admin, I suspect it's hidden because ot its role. Is there a way to do...
I've created a report, and have all of the info in it that I need. But it looks like HELL because I can't get the text to wrap in the columns. So, for fields that have a lot of text (Project Description, for example), it runs off...
I have a question regarding the primary reviewer field on a ticket type.
I am developing a user request form for a specific service. I have created the form, ticket type, and supporting attributes. I have assigned a primary reviewer to the t...
I have set up a user who is a project stakeholder. He can view project information but not project task details and cannot view any files or issues. Is this because he is just a stakeholder and not a project resource?
Also, I do not...
I am working with a team that is updating our existing Service Catalog and a couple of questions came up regarding TeamDynamix. I am wondering if you could answer them for me.
1. Service Catalog Hierarchy —
We would like to minimize manually selecting Accounts/Departments on tickets wherever possible, for two reasons:
We have nearly 600 departments. Many are known by alternate names, abbreviations or acronyms, so searching or scrolling may p...
Does TD add a plus symbol at the beginning of phone numbers in client profiles? We have a third party application that can dial a phone number when clicked on but it isn't working from TD's client profile pages. I do not think...
I have been trying to print a GANTT chart for executives on a top project. However, there seems to be no way to alter the calendar (days to months or quarters) to fit the project onto a sheet. I have tried printing using the web view, but it wi...
Is there a way to report on users currently logged in to Team Dynamix? For instance, we would like to see how many technicians are logged in and using licenses.
How does licensing work? Is it by concurrent usage or some other method?
Is there a Schema document with Table Relationships available for installed clients to assist with reporting from other tools?
I can't find information on this - is it an app available via the App Store? I had an icon on my iPhone that wasn't working (Page Not Found error) so I deleted it and want to re-install, but can't find it.
We have a project which will have a number of tasks being executed on a Sunday. We'd like to show dependencies among these tasks but are having an issue with the system not respecting a lag time of zero days among tasks occuring on a weekend da...
How do I get a new application to show up on the email server so that I can have emails go to ticket types on the new application?
When technicians, who have been granted permission, create new KB articles using the 'create new article' on a ticket, the article does not have an Owner listed and it does not show up in the technicians 'My Articles' view to complete the submiss...
Can we mark Priority and Acct/Dept as not required on a specific platform?
Kevin T. Cook
Currently we are in the process of using the Web API to import our users via our LDAP. We have several processes/methods to update/create users, and one of the things we have to do is add in the Applications for the users (new user process or cha...
In regards to the upcoming SaaS update to 9.3:
We use the TeamDynamix SaaS service with the Email Service 220.127.116.11 installed locally.
The release notes for version 9.3 include some Email Service changes "Notify responsib...
Is there any configuration in TeamDynamix that will allow us to follow (feed etc.) certain projects? We have many active projects some of them are more important than others. We would like for us to have a way to follow favorites ones.
I noted in the PPM meeting notes that the Plan Manager will have automatic updates. Will the user have to initially download the application or will it be pushed down with initial attempt at updating a plan?
I looked in the community and help for definitions and could not find it, can you define what limitations the below items take away when not checked please in ADMIN/Roles/Security Roles under ALL - Asking about View All Accts/dept , View...
I have a Functional Role that I want to no longer use.
I have 2 users with that Functional Role assigned to each of them.
On the Functional Roles list, it shows that this Functional Role has 2 Users and is on 6 Project Time Forecasts
What are best practices for populating Configuration Management (CIs), and Asset modules within TeamDynamix? I'm new to this product and I'm trying to figure out how to properly capture information regarding items such as Virtual Machines (which ...
I have a ticket to which a workflow was assigned by mistake. I noticed that there is an option to "Assign Workflow" on "Actions" button menu. Is it possible to do the opposite, that is remove already assigned workflow from the...
Can you please assist me with the .xml file that is attaching to the ticket after a Bomgar session? I can not get it opened in an legible format. What program should be used to read it? When I download these files from Bomgar they are .txt or ....