Introduction to Projects in Autotask
A project can be defined as a carefully planned series of tasks required to meet… Read More »Introduction to Projects in Autotask
Autotask
Introduction to Tickets in Autotask
Tickets in Autotask are used to track support issues, service requests, incidents, and problems for… Read More »Introduction to Tickets in Autotask
Overview of the Sales Process in Autotask
The Autotask database provides features that allow users to forecast sales and generate quotes for… Read More »Overview of the Sales Process in Autotask
Classification Icons in Autotask
Classifications are visual identifiers used to categorize and search for companies in Autotask. For example,… Read More »Classification Icons in Autotask
Using Per Contact Billing Rules to Adjust Rates based on User
There are times you want to charge different rates for different types of customers. For… Read More »Using Per Contact Billing Rules to Adjust Rates based on User
What are Autotask PSA widgets?
Widgets are graphical components on dashboards that visualize and summarize information about data in your… Read More »What are Autotask PSA widgets?
Customizing Account Dashboards
Autotask has two “types” of dashboards. The first are sharable and designed to be used… Read More »Customizing Account Dashboards
Customer Relationship Management in Autotask
Autotask’s approach to CRM is unique in that it represents your ongoing relationship with a… Read More »Customer Relationship Management in Autotask
Understanding Autotask Product Categories and Billing Types
In Autotask, you can segment Products into Categories and Types. It can be confusing at… Read More »Understanding Autotask Product Categories and Billing Types
Set Display Preferences in Autotask
The Preferences page resides within your Autotask profile menu and lets you customize your user… Read More »Set Display Preferences in Autotask
