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#Autotask outlook add in how to
For information on how to enable and configure calendar integration, refer to Calendar tab.
#Autotask outlook add in install
When you install the Autotask PSA MS Outlook plug-in, calendar integration is initially disabled. For more information on Notifications, refer to Creating a notification.Transferring calendar items between Outlook and Autotask PSA To send a notification email to the user to whom you assigned the To-Do, click the Notification tab. Optionally, add notes concerning the completion of the to-do.
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When a to-do is complete, a note is also created that appears in CRM notes search and other CRM note lists.Įnter or select the date on which this to-do has been completed. Select this check box if the to-do has been completed. NOTE This field has a limit of 32,000 characters. This field is optional but we recommend that you provide a description. The defaults are current date and time and current date and time +15 minutes.Įnter a description of the planned activity in the text field. Note that the list contains only users with access to the CRM module.Įnter a Start and End Date and Time. To schedule this To-Do for another user, select that user from the list in the Assigned To field. For more information on Action Types, refer to About to-dos and CRM notes. Action types determine where the to-do will display in Autotask. Select the Action Type that best describes the activity from the Action Type list. To view the Summary page for the selected contract, click the View icon. If you add the to-do from a ticket that has an associated contract, the Contract field is pre-populated. Click the data selector icon and select the Contract.
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Optionally, reference a contract for the to-do.
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For more information, refer to Adding, copying, and editing tickets. To add a new ticket for the To-Do, click the + icon and complete the New Ticket form. To view ticket details, click the ticket number in the data selector or, if the ticket is already associated with the to-do, click the View icon. When adding the to-do from a ticket, the ticket number is defaulted in. If the selected ticket is associated with an opportunity, contact, or contract, those values will populate the to-do. Click the data selector icon and select the ticket. Optionally, reference a ticket for the to-do. When you add the to-do from the Opportunity Detail page, the Opportunity Name field is pre-populated and read only. When active opportunities are available for the selected company, you can optionally associate one with this to-do. If the company is a subsidiary of another company, you can select a contact from the list of parent company contacts that appear below a dashed line.Īfter selecting the company and contact, the address for each (when available) is displayed as a read only field. Click the View icon to view the contact detail. If the company has more than 200 active contacts, a data selector field replaces the drop-down list. Optionally, select a Contact Name from the list of active contacts associated with the selected company. Click the View icon to open the Company Detail page. When you add the to-do from the company, opportunity, or ticket detail page, the company name field is pre-populated and read-only. Click the company selector icon and search for the company for which you want to schedule the to-do, or begin typing the company name and then click the icon.