There are times you want to charge different rates for different types of customers. For example,...
Autotask has two “types” of dashboards. The first are sharable and designed to be used as the...
In Autotask, you can segment Products into Categories and Types. It can be confusing at first...
There are times you want a WFR to trigger only after a ticket sits “idle” for a certain amount of...
During holidays, it’s nice for clients to know you aren’t available, or, if you are, that you have...
If you merge two tickets, you’ll want to notify the original Ticket Contact so they know what...
Sometimes you’ll need to create a Ticket in Autotask but not have a Ticket Contact assigned. But,...
Sometimes you want to create a ticket for a client in Autotask opposed to the client creating one...