Autotask record ownership with Mindmatrix
If the resource manager that is identified in the sync settings has a matching email address in Autotask and Mindmatrix, any other users in Autotask who also have a user in Mindmatrix with a matching email address, will automatically retain record ownership.
User email addresses have to match in each system, starting with the resource manager.
In the table below we are reviewing a contact, account and opportunity generated by the user Mark Taylor in Autotask, here we can see the record is automatically synced with Mindmatrix and owned/shared to Mark Taylor's user.
The Contact is Brody Bronson, and the Opportunity is Edge Technology.
Mindmatrix |
Autotask |
Related Articles
How to Integrate Autotask CRM with AMP
To integrate AMP with your Autotask account, click on your User Profile at the top-right of the screen, then select "user profile" above your User Profile image. Click on “Configure CRM” Click on “Configure” Enter your Autotask username, password & ...How to generate CRM TODO / activity Autotask
Posted by The Team at Mindmatrix on 13 August 2018 06:25 PM This article will display how todo activities are generated for Autotask . ToDo for Autotask can be generated under Contact or Opportunity. Within Mindmatrix contact todo will be generated ...How do I change my MarketNow account email address?
Only for Datto Partners Logging into MarketNow If you are a Datto partner logging into MarketNow and want to change the email address that you are using to send emails from MarketNow, please follow the steps below: Step 1: Update the email address of ...How to adjust Autotask API user permission settings
Posted by The Team at Mindmatrix on 26 April 2018 02:34 PM To setup an Autotask API user for Mindmatrix integration, you will want to account for the following settings. Within Autotask go to ->Admin option -> Features and settings ...How to Adjust Autotask API user permission settings
Posted by The Team at Mindmatrix on 26 April 2018 02:34 PM To setup an Autotask API user for Mindmatrix integration, you will want to account for the following settings. Within Autotask go to ->Admin option -> Features and settings ...