Knowledge Base Help Center
Categories
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Onboarding: Initial Setup14
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Onboarding: End User Training10
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SmartDispatch: Dispatch & Escalations34
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SmartWorkQ: Team Workload Scheduling18
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SmartMeetings: Meeting Booking8
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TicketRecur: Recurring Tickets2
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SmartWorkflows: Workflow & Form Engine14
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SLA Sentinel: SLA Outcome Prediction4
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Dashboards: Agent WorkBoard14
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Dashboards: DispatchBoard5
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TicketGuard: Abandoned Ticket Protection2
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CRM Search Engine4
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FAQs25
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Webhooks and Triggers7
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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 |
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