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Shoreline Employee
Team Dynamix Agents
Services (tickets)
How to Change the Requestor Name
How to Change the Requestor Name
Tags
TDX
Services
tickets
Change Requestor Name
Go to
TDNext Agent Portal
Click the ticket number and a pop will appear, or hold the control button and click on the ticket number to
open
it in a new tab.
Scroll down to read the Description, the Description is the actual message from the Requestor and
copy
the email address.
Click the
Edit
button at the top of the screen.
Click
Service,
type and select the correct service.
Click
Requestor,
paste the email address, and click on the
correct name
that pops up. If the email doesn't populate, follow the steps below.
Copy and paste the Requestor name in the Requestor field and select the correct name.
On the right side of the screen under Requester,
confirm that the ctcLink ID matches the one on the request.
Confirm that the email matches the one on the request.
If the email doesn't match the one on the request, add the requested email address to add
Other Email Addresses
.
Click
Save
.
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Check out this article I found in the Shoreline Support Center knowledge base.<br /><br /><a href="https://support.shoreline.edu/TDClient/141/Support/KB/ArticleDet?ID=2717">https://support.shoreline.edu/TDClient/141/Support/KB/ArticleDet?ID=2717</a><br /><br />How to Change the Requestor Name