Autotask
How to use Autotask PSA integration widgets?
Please reach out to support@mindmatrix.net to request this setup for your account. Steps the administrator will complete: Go to Setup>CRM>CRM Settings. Click on Autotask CRM. Click on views and go to “Sync settings”. Click on the “Widget” tab. ...
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 ...
How do I use Autotask API Tracking Identifier with Autotask CRM Integration?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. To know how to integrate AMP with your Autotask account, click here. Autotask Tracking ...
How to get started with CRM TO DO / activity in Autotask
This article covers how "to-do" activities are generated for Autotask. "Todo" activities for Autotask can be generated under Contacts or Opportunities. Autotask CRM holds activities in the Todo module, as well as inside of each of the mentioned ...
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 do I push an opportunity into my CRM?
Posted by The Team at Mindmatrix on 18 March 2016 12:07 PM Step 1: Click to expand “Views” and then click on “Report”. Step 2: Click on “Push To CRM”. Note: The Opportunities with Contacts can also be Auto Pushed depending on the Interest Level ...
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 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 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 & ...