3rd Party - Autotask ticket

Help & Questions
1

I remember at onetime, Travis had a video on how to perform this, but I can’t find the video or the processes.

We are onboarding a client who has a 3rd party that also uses autotask. So we need to build into our ticket intake process the way to cross-check that the ticket bleed over from 3rd party to us. Does not link to a wrong client or an older ticket, since we have seen that happen.

2

Hi @jfitzgerald

Can you clarify the workflow you are building? I imagine you will want to add a UDF in your Autotask that references the other Autotask ticket number, and then use that to check incoming emails if they’re from them.