How Customers Can See and Update Their TeamDynamix Tickets

Environment

TeamDynamix

Issue

Customer wants to see a TeamDynamix ticket, but cannot because they are not the caller

Resolution

Have the person responsible for the ticket (Technician) take the following steps:

  1. Open the ticket
  2. Click the People tab
  3. Add the customer who wants to see the tickets to "Contacts"
  4. Save

The customer should then be able to view the ticket in the Portal by taking the following steps:

  1. Navigate to the portal (teamdynamix.umich.edu > Client Portal)
  2. Click My Requests > Ticket Requests
  3. Click the box to display "Include requests that I am listed as contact on"
  4. Search

Note: If the search result comes up empty, check the "Status Class" and select all. 

Additional Information

Only individual email addresses can be added as 'contacts.'

Group members cannot view tickets unless they are added as individual contacts.

Need additional information or assistance? Submit a request here: ITS-TeamDynamix Support.

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Details

Article ID: 3790
Created
Wed 9/30/20 10:29 AM
Modified
Sat 9/16/23 5:33 PM