TeamDynamix Person Records with Inactive Status: Deceased, Terminated, Sponsorship Expired

Environment

Ticketing Application in TeamDynamix

Issue

Unable to use a person as a 'Requestor' for a ticket, including cases and requests.

Resolution

By default, inactive records do not return when populating the 'Requestor' field.

To use an inactive (terminated or deceased) person as a requestor in TeamDynamix

  1. Click on Requestor field
  2. Click on Magnifying glass
  3. Select 'inactive' or 'both'
  4. Click Search
  5. Select 

Additional Information

On the Person record, the status is reflected using 'is active' status = No or 'is active' = Yes

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Related Services / Offerings (1)

ITS-TeamDynamix
This service is a web-based platform that provides service management, asset management, and project management capabilities. TeamDynamix can support IT management and support functions and has capabilities that provide general customer support or management of other non-IT functions like facilities and human resources too.