TeamDynamix Technican: Managing Client Portal Questions

Overview 

This guide will go over client portal questions in TeamDynamix. Client Portal questions allow you to collect additional information from users when they submit requests. Managing these questions ensures accurate data collection and improves service delivery.

Audience

This article is intended for IT staff and service owners responsible for configuring and maintaining client portal forms

Platform

TeamDynamix

Instructions

Access Client Portal Questions

1. Log in to TeamDynamix.
2. Navigate to the Questions Heading
3. Select the questions you want to look at.

Create a New Question

1. Click Questions in the left-hand menu.
2. Select New Question.
3. Enter the following details:
   • Question Text: Write a clear, concise question.
   • Type: Choose the appropriate field type (e.g., Text, Dropdown, Checkbox).
   • Required: Check this box if the question must be answered.
4. Click Save.

Edit or Delete Existing Questions

1. From the Questions list, locate the question you want to modify.
2. Click Edit to update the question text or settings.
3. Click Delete to remove the question permanently.
4. Confirm changes when prompted.

Assign Questions to Services

1. Navigate to Services in the portal settings.
2. Select the service you want to update.
3. Under Questions, click Add Question.
4. Choose the question from the list and click Save.