There are times you want to charge different rates for different types of customers. For example,...
Widgets are graphical components on dashboards that visualize and summarize information about data...
Autotask has two “types” of dashboards. The first are sharable and designed to be used as the...
Autotask’s approach to CRM is unique in that it represents your ongoing relationship with a...
In Autotask, you can segment Products into Categories and Types. It can be confusing at first...
The Preferences page resides within your Autotask profile menu and lets you customize your user...
Your Profile in Autotask lets you manage how you appear to and communicate with other Autotask...
A dashboard in Autotask is a user interface that displays and summarizes information in a graphical...
Autotask provides several ways to get help while using its platform: Context-sensitive help. When...