Skip to content

Creating Autotask UDF Fields

Autotask User Defined Fields (UDF) are used to house proprietary data that you have for companies, projects, etc.. This data can be used as an FYI or, in the case of Autotask WFRs and Rocketship CRM Searches, used to control business logic.

Let’s create an Autotask UDF for your Autotask Companies called “Is VIP Customer” that is either Yes or No.

  1. Login as an Autotask admin.
  2. Go to Admin->User-Defined Fields
  3. Click on Accounts
  4. Click New
  5. Click New
  6. Set these fields:
    1. Name: Is VIP Customer
    2. Field Type: List (Single Select)
  7. Under List Options, click new
  8. Create these two Options:
    1. Display Value/Stored Value: Yes (click Ok)
    2. Display Value/Stored Value: No (click Ok)
  9. Click Save & Close

Now, go find your VIP customers in Autotask CRM and then set the new UDF field “Is VIP Customer” to “Yes”.

Creating Autotask UDF Fields Giant Rocketship › Giant Rocketship | Autotask
Creating the Company UDF

UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

Share via
Copy link
Powered by Social Snap