Dxfferent | Autotask Bootcamp Course - 1.12 Incoming e-mail processor
Channel: Proxuma
Date: 2022-06-10

Make sure that you use the power of this amazin tool to eliminate manual tasks and automate your e-mail flow. The two main sections you have to setup are the main tab and the note section. Don’t forget to use a custom status wenn someone replied to an open ticket, like we used “Customer Note Added”.

Bonus 1

As you can see at the main section wenn Autotask can’t find a matching Company by default the ticket will go to the main account (Accountnumber 0). Many times we create a custom Company name “Unknown Company” and us this as the company to use wenn Autotask can’t find anohter matching company.

Bonus 2

You can select any Issue and Sub-Issue type you want. You want to check if your engineer did choos an issue with 100% focus? Create an Issue [Choose Issue] with an sub-issue [Choose Sub-Issue] and make that the default issues. Now you see which tickets are not manually checked and categorized by your engineers.