Adding Products to AutoTask
Always add a description. The more fields you can fill out the more info will get synced to IT glue. At minimum fill in description, Manufacturer, SKU (if known), product number (model).
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List of Note Templates in AutoTask
Here is some general info about Autotask Notes. (You must be logged into Autotask to view the article.) Notes are one type of form template in Autotask. Here are some of the more common ones we use. Not all note templates are available in all ticket ...
Merging Contacts in Autotask
Go to the hamburger menu (three dashes in the top left hand corner) of your Autotask Dashboard. Select the Admin menu from the dropdown. You should see a section under the "Features & Settings" tab called "Accounts & Contacts" Under the "Utilities" ...
Ticket Categories and How to Use Them
The ticket options all flow from the category. So it's important to start with the correct category. When you create a ticket, choose the category before doing anything else. The ticket's category can change as our knowledge of the underlying issue ...
Support and How-Tos for CodeTwo Email Signatures for Office 365
See attached PDF for licensing info. Support is via email. Graphics issues and sizes in signatures Autotask will not attach links smaller that 150px in height or width. This is configured in the Autotask advance incoming email processing. Use images ...
Approved products
Supported Products Email Outlook Backup apps for RMM clients NYGG Backup Service Axcient QuickBooks Last three years only QB Online