#Autotask outlook add in update#

Kombiniertes Limit beim gleichzeitigen Hochladen mehrerer Dateien The transfer of attachments form the email to Autotask is subject to the overall rules for Autotask attachments. The Attachment will always be published to All Autotask Users. The Attachment Type will always be Attachment, meaning the Attachment will be uploaded to the Autotask file server. Any images embedded in the body of the email will be treated as attachments, as well.

If you click OK, any file attachments to the email will be transferred to Autotask and attached to the ticket or note.

If you click Cancel, the ticket will be created, but the attachments are not transferred to Autotask.

A dialog box opens asking you if you want to attach the email's attachments to the ticket or note you are creating in Autotask.

More > Ticket Note, Project Note, or Task Note.

In one of your email folders, highlight an email with a file attachment and on the Autotask Ribbon in Outlook, from the Create from Email group, click to select HINWEIS File attachments cannot be transferred to Account Notes or Contact Notes.

Open an email with a file attachment and click the Autotask ribbon button and select.

To transfer an email attachment to Autotask, do the following: If there are attachments to the email, you will have the option to transfer them to Autotask as attachments to the entity (the ticket or note) you are creating. To find out about our other integrations available, visit our integration page.When you create a ticket or a note from an email sent to you, the Outlook Extension will check if there are any attachments to the email. It removes the appointment from the former AgentвЂ™s external Calendar, removes the appointment from the former AgentвЂ™s HaloPSA Calendar, then adds the appointment to the new AgentвЂ™s HaloPSA Calendar, and adds the appointment to the new AgentвЂ™s Exchange, Office 365 or Google Calendar. HaloPSA handles all the hard work for you.

#Autotask outlook add in update#

If you update whoвЂ™s assigned to the call, it will update your HaloPSA and regular calendars. If your calendar account is synced with your Smartphone, your entry will be injected automatically, so your HaloPSA appointments are in with all your other appointments. HaloPSA will inject your Agent appointments to the specified calendar, and all of the ticket data you specified as well. Add to Exchange, Office 365, MDaemon or Google Calendar If you update the appointments in the ticket, it will then update both your HaloPSA and regular calendars. So, if you update the calendar time/date in your calendar, it will update your HaloPSA calendar. You control what information comes out of the ticket and into the HaloPSA calendar entry using $variables of multiple data fields from the database.The intelligent 2-way updating allows you to update in one place, to update the other. HaloPSA has its own centralised calendar, where each Agent can have their own calendar, or you can group Agents appointments together, with personalised colour selection to identify. These can be viewed separately, or collectively in a group HaloPSA calendar from the main screen. Each Agent has their own HaloPSA calendarВ in the help desk software.

This amazing, intelligent 2-way functionalityВ works with both Exchange Calendars on your domain, Office 365 or Google Calendar. HaloPSA will then push your appointments out to your AgentsвЂ™ calendars. Add the Subject for the appointment, start date and time, end date and time, indicate if confirmed with the relevant parties, and which Agent it is applicable to. Whatever the reason, schedule your multiple appointments from within the ticket. Whether itвЂ™s to call your end user back, schedule actions internally, or site visits.