TeamDynamix: Send Attachments to Users in Ticket Notifications

Summary

This article guides TDX Agents on how to send attachments through ticket notifications to users.

Body

This article guides TDX Agents on how to send attachments to users that are visible in the ticket notifications.

 

Issue

Attachments are not visible to users in the ticket notifications.

 

Solution

To send attachments that are visible to users in the ticket notifications, attach them to the ticket form.

  1. Open the ticket record in TDNext.
  2. Click the Update button from the Actions Menu to open the ticket form.

  1. Scroll to the Attachment(s) field on the ticket form and click the Lookup Attachment icon in the Attachment field to add your files.

  1. (Optional) Make any other necessary updates to the ticket.
  2. Click Save.

Details

Details

Article ID: 341
Created
Sat 7/13/24 1:15 PM
Modified
Fri 8/30/24 5:19 PM