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Bulk Upload of new Account Attributes

Our organization has over 900 active accounts/departments and we have just created two new account attributes. We would like to assign a person as a tech representative to each department, and give the department a level number (1,2) to show the...
1 Answer
Christopher McDaniel Last activity on 11/30/2023 12:30:47 PM by Mark Sayers

Maintenance for Accts/Depts

Hi,
We use the nightly import job, sending an people import file via the api.
We can see how it successfully updates the value for a user's "Default Acct/Dept".
However, when we look up a user, and then go to Accts/Depts, we can see...
1 Answer
Jorge Gasca Last activity on 12/20/2021 11:32:22 AM by Mark Sayers

Adding a field more than once within a form

Hi,
Within a single form, can we add the delivered Accounts/Departments field more than once?
If so, how can these be added?
We need the user to select a Department multiple times within one form.

Thanks for your help!
1 Answer
Jorge Gasca Last activity on 10/20/2021 11:01:19 AM by Christasia Bloom

How are departments used in regards to restrictions?

Are users restricted to seeing only their own department's items (or only their own) by applying a department to their account? Does this apply to projects, tickets, anything else?
1 Answer
Steve Corey Last activity on 8/11/2015 10:55:58 AM by Jamey Stock

keeping tabs on tickets for a group of departments

I have an idea or two about how to attack this problem but I won't say what they are so I don't lead you in any particular direction. We have a person that likes to see all tickets for his department (actually a group of departments). What is t...
1 Answer
Greg Van De Mark Last activity on 9/11/2014 5:07:20 PM by Drake Sigler

View Tickets - Your Department: Client View

I logged in as Freddy Falcon who is set up as a "Client" of UWRF TeamDynamix. I wanted to see what our customers would see and troubleshoot any issues in the process.

Under Ticket Requests, if I check the box for including request...
1 Answer
Sara Solland Last activity on 9/4/2014 11:23:34 AM by Brandon Montgomery