Archive for category Autotask
Email2AT Close to Beta Release
Posted by Travis Austin in Autotask on April 10th, 2009
For those of you who were at the Autotask CommunITy Live 2009 event, you probably heard about, read about, talked about, or saw a demonstration of our new and upcoming Smartest Inbound Email Parser. And hopefully you were excited about it as I was and am!
For now, I’m calling it Email2AT, and I expect it to be released in beta early next week. If you gave me your business card at the Autotask event, I’ll be emailing you soon with more inforamtion. If not, you can sign up at www.autotasktoolbox.com.
Anyway, I need to get back to the projects-at-hand, but I at least wanted to drop a quick line and share that I will, indeed, be releasing the beta early next week.
Happy Good Friday!
Share on FacebookLiveLink: Starbucks Nearby (Ticket)
Posted by Travis Austin in Autotask on April 2nd, 2009
I recently had the honor to speak at Autotask’s Community Live 2009 Conference in Nashville, TN. During my talk on using the Autotask developer tools to extend Autotask’s features, I promised I’d publish instructions on creating a LiveLink to locate a Starbucks close to the location of a Ticket.
If you’re unfamiliar with LiveLink creation in general, the Autotask documentation has a lot of great info, as does my blog titled How to Create a LiveLink in Autotask.
Create a new LiveLink and provide it the following settings:
If you’d prefer to copy/paste the information, I’ll include it here as well:
| LiveLink Name | Starbucks Nearby (Ticket) |
| Label | Starbucks Nearby |
| Category | Other Extensions |
| Entity | Ticket |
| Base URL | http://maps.google.com/maps |
| QueryString Values | ?q=starbucks+near+<ACCOUNTADDRESS1>,+<CITY>+ <ACCOUNTSTATE>+<ACCOUNTPOSTALCODE> |
How to Create a LiveLink in Autotask
Posted by Travis Austin in Autotask on April 2nd, 2009
Autotask software includes an innovative feature called a “LiveLink”. This allows a site administrator to create a link inside of the Autotask instance which will allow a user to link directly to another page either inside or outside of Autotask.
The link is dynamic, and can include variable information about the entity from which the link originates (Account name, Ticket Title, Contact Email Address, etc).
To create a LiveLink, hover the Admin menu and select LiveLinks Designer (see image to right).
On the screen that shows up, click the “+ New” button at the top.
Enter a name, label, and description of the LiveLink. Select an Entity, then enter the Base URL, Querystring Values, and Form Post Parameters.
Click the “Save and Publish” button at the top, and check the users and departments that should be allowed to access the LiveLink.
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