TeamDynamix Technican: How to Merge Tickets

Overview

This article will go over merging tickets in TeamDynamix. Merging tickets helps consolidate duplicate or related requests into a single ticket. This ensures accurate tracking, reduces redundancy, and improves efficiency for IT support teams.

Audience

This article is intended for TeamDynamix users, IT students and staff

Platform

TeamDynamix

Directions

Access the Ticket to Merge

  1. Log in to TeamDynamix.
  2. Navigate to Tickets > Search or open the ticket you want to merge.
  3. Confirm that the ticket is related to another existing ticket.

Merge Tickets

  1. In the ticket details, click Actions > Merge.
  2. Search for the ticket you want to merge into
  3. Enter the ticket ID or keywords in the search field.
  4. Select the correct ticket from the search results.
  5. Choose merge options:
  • Keep Attachments: Include attachments from the merged ticket.
  • Keep Comments: Retain comments from the merged ticket.
  1. Click Merge to complete the process.

Review the Merged Ticket

  1. Open the primary ticket (the one you merged into).
  2. Verify that all relevant details, attachments, and comments have been retained.
  3. Update the ticket description or status if necessary.
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