How to make comments private

Audience: Staff, Technicians

Responsible Group: TeamDynamix Admins

Overview

Technicians can create technician notes called private comments in TeamDynamix to make notes to themselves as they are resolving the ticket request.  In order to make comments private, there are two settings to keep in mind:  (1) make comments private within the Client Portal and (2) clear the notification field so the Requestor does not get an email notification of the comment.

Note: If the "Make comments private..." box is checked but the Notify is NOT cleared, the Requestor will: (1) not be able to view the comments in the Client Portal and (2) still get an email notification of the comment. 

See also: How to check if a comment is private

Screenshot: Default setting view.

Directions

  1. Above the "Comments" text field, check the box "make comments private (only visible to Tickets users)".

  2. When this box is checked, a red alert box will show below the "Notify" field. Use it as a reminder to clear the "Notify" field. 
  3. Clear the "Notify" field.

Screenshot: Comments set to private view.

 

Troubleshooting

If you are unable to complete the directions, please use the  IT Help Desk Service Request form for additional assistance.

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