A few months ago, we released a very cool feature which used the client access portal to add notes to tickets. We also introduced a couple bugs in the process. I am thrilled to announce that these bugs have since been fixed. New Contacts Created when “Auto Create Contacts” is Disabled A number of users
When we first started using Email2AT ourselves, it didn’t take long to realize that our own internal Autotask account was going to be bombarded with contacts. Every time we received an email from someone that Email2AT couldn’t associate to another Account, we’d get a new contact created for our own account. After a few months
Email2at is built atop the technologies provided by Autotask’s WebServices API. This API allows Email2AT to create new tickets, update tickets, add notes to tickets, and even lookup Accounts and Contacts from an Autotask database. Like any technology, the Autotask API has a few quirks, some of which directly affect Email2AT. In particular, the API
It’s 11:00 PM the night before you fly to an industry conference, and you need to get your customer invoices emailed tonight if there’s any hope of your customers receiving them by the first of the month. Unfortunately, you’re at home and Quickbooks is on your Accountant’s office PC. If you don’t export the invoice batch
A few months ago, we released a proof-of-concept we called the “Configuration Item Manager”. This tool allows for a bulk update of Configuration Items (also known as Installed Products) within Autotask. A user can easily download a Microsoft Excel spreadsheet which details all of their Autotask Configuration Items, then make any adjustments to the spreadsheet,
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