What are Recurring Tickets? We use recurring tickets for scheduled maintenance that must be done on a recurring basis. The recurrence instances of each master ticket have a number appended. For example, if the master ticket is T20190528.0050, then ...
Queue: Autotask allows for multiple “ticket boards” called queues. We primarily use the queue called Remote Support. Tickets created for the future (such as future anti-virus renewals or recurring work) are to be added to the queue called Deferred. ...
Anyone with an internal email account can send a ticket from the nygeekgirls.com email to NEWTICKET@geekgirlsIT.com: The ticket subject must include the tech's first name (or in the case of a temporary employee, the employee's user name; e.g., ...
Here is some info about Autotask Notes to start with. Once you understand notes, you'll find it helpful to be familiar with note templates. Notes are a type of form template in Autotask. Here are some of the more common note templates we use. Not all ...
From the left-hand menu of your Autotask Dashboard click on Admin. Click on "Features & Settings" tab, then called "Accounts & Contacts" Under the "Utilities" section, there should be an option for "Contact Merge" Once you select that, a new window ...