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Hiding persons who aren't callers

Some individuals need to be registered in TOPdesk for administrative or reference purposes but shouldn't appear as callers on specific card types. For example, a contractor, or other persons linked to operators who shouldn't be able to submit requests or be selected as a requester.

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This functionality helps ensure that only relevant users are visible for request submission and selection.

Configuring the person card

Open the respective person card. On the General tab, under Roles, set select the Is caller box to make the person available in the caller block and related selection lists. Leave the box unchecked to hide the person.

The checkbox influences the following lists:

  • The caller block on all types of call cards.

  • The caller block on the change and change activity card.

  • The host on the visitor card.

  • The caller name on forms in the Self-Service Portal.

  • The caller name on the caller card. (TOPdesk menu > New > Caller Card)

  • The caller list available for sharing calls.

  • The person search of the Self-Service Portal.

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