Avoid Sending Sensitive Information when a Ticket is Updated

Environment

TeamDynamix (TDX)

Issue

How do I make sure I don't send an email with sensitive information to a requester when a TDX ticket is updated? 

Resolution

Use the Edit feature first for sensitive information changes instead of the Update feature so an email about the sensitive information is not sent to users

If the update involves sensitive information, use the Edit feature first to make the sensitive information changes:

  1. Open the ticket
  2. Click the Edit tab
  3. Make changes to the sensitive information
  4. Click Save
  5. Choose Update in the Actions tab
  6. Make any other updates and add comments to notify the user
  7. Click Save

Additional Information

Need additional information or assistance? Contact the ITS Service Center.

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Details

Article ID: 3983
Created
Thu 11/12/20 12:05 PM
Modified
Tue 5/2/23 4:28 PM