Knowledge Base Help Center
Categories
-
Onboarding: Initial Setup8
-
Onboarding: End User Training8
-
SmartDispatch: Dispatch & Escalations8
-
SmartWorkQ: Team Workload Scheduling8
-
SmartMeetings: Meeting Booking8
-
TicketRecur: Recurring Tickets2
-
SmartWorkflows: Workflow & Form Engine8
-
SLA Sentinel: SLA Outcome Prediction4
-
Dashboards: Agent WorkBoard8
-
Dashboards: DispatchBoard5
-
TicketGuard: Abandoned Ticket Protection2
-
CRM Search Engine4
-
FAQs8
-
Webhooks and Triggers7
-
Pax8 Academy Users4
The Autotask API does not allow all fields to be searchable. Due to this, those fields are not available as a CRM Search parameter when configuring a new or existing CRM Search.
Currently, we exclude these fields from CRM Search:
| Entity | Field |
|---|---|
| Account (Company) | companyCategoryID |
| Account (Company) | currencyID |
| Account (Company) | sicCode |
Table of Contents
