Autotask's 2017 Release!
July 2017
Take a Deep Dive into Autotask's Upcoming 2017 Release
Autotask's 2017 Enhancement Release is going to be a game changer with the new Ticket Interface leading the way. It looks like Autotask is focusing on providing the tools we need to ensure an easy and efficient system.
But wait, there's more! Below are some of the added highlights coming our way this fall. . .
History Tracking & Workflow Rules
How many times have you wished that Contracts had some sort of tracking/history option (like on a Service Ticket)? With this coming release you will be able to click the Contract History button and see activity such as Date/Time, Action taken, Details and the Resource making the change. (NOTE: it looks like we will have the same capabilities with Configuration Item history as well.)
Workflow Rules
In addition to History tracking, it looks like Autotask is taking it a step further and is providing Workflow rule functionality on both Contracts and Configuration Items. It would be awesome if we could use Workflow rules to:
- detect when a Contract is created and critical fields are left blank
- provide custom notifications when a Contract is created
- automatically notify the Account Manager when a contract is expiring
- determine when a Configuration Item is getting ready to expire
- automatically inactivate configuration items that are expired
Configuration Item/Installed Asset Enhancements
Use the SLA default option to provide a more specialized approach when supporting specific Configuration Item products for a client.
Ticket Association to Projects
More Functionality
- Import options for CRM Notes/To-Do's, Tickets, Time Entries, and Ticket Notes
- Customizable Ticket Search & Recurrence Master Ticket Grids
- Ticket Grid Export with an "In Template Format" to allow for easy re-import of Ticket information
- Bulk Approval of Timesheets & Expenses
Feel free to deep dive a bit more here!
Speaking at CommLive 2017
Email: michelle@cfs-support.com
Website: cfs-support.com
Location: 1201 Third St, Alexandria LA 71301
Phone: 318-561-8323
Facebook: https://www.facebook.com/Custom-Financial-Solutions