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" section, there should be an option for "Contact Merge"
Once you select that, a new window will pop up with two fields.
Select the two identical contacts you wish to merge and then hit the "Merge" button.
Further details can be found at the link below.
https://www.autotask.net/help/Content/4_Admin/_UTILITIES_IMPORT/ContactMerge.htm?Highlight=contact%20merge%20
Select the Admin menu from the dropdown.
You should see a section under the "Features & Settings" tab called "Accounts & Contacts"
Under the "Utilities" section, there should be an option for "Contact Merge"
Once you select that, a new window will pop up with two fields.
Select the two identical contacts you wish to merge and then hit the "Merge" button.
Further details can be found at the link below.
https://www.autotask.net/help/Content/4_Admin/_UTILITIES_IMPORT/ContactMerge.htm?Highlight=contact%20merge%20
Required permissions to perform this action:
- main menu > admin > account settings & users
- expand resources/users (hr) > security levels
- find the appropriate role > click on the pencil icon
- expand the admin section > tick "accounts & contacts"
- save & close
- expand resources/users (hr) > security levels
- find the appropriate role > click on the pencil icon
- expand the admin section > tick "accounts & contacts"
- save & close
Related Articles
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 ...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 ...Send a "to do" ticket assigned to a specific tech to AutoTask via email
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., ...Authorization Contacts in IT Glue
There are two main types of authorization contacts. These authorization contacts are listed in the organization's Site Summary in IT Glue. Each managed services customer MUST HAVE a Site Summary and the Site Summary must identify the Primary and ...Deferred tickets
Tickets with status of Deferred will become “follow-up needed” and moved to L1 queue 7 days before their due date. (WF Rule NYGG07) When deferring a ticket, you should move it to the deferred queue so it doesn’t clutter up the main (L1) queue.