Posts Tagged Autotask

Learn from a Pro: Pumping up the Auto in Autotask

Well, folks, it’s official!

Immediately following Karl Palachuk’s Pre-Day seminar (pre-day for Autotask CommunITy Live), join me for dinner and some great hands-on Autotask fun:  “Learn from a Pro: Pumping up the Auto in Autotask”

Date: April 17, 2010
Time: 6:00 PM to 8:30 PM
Includes Dinner!

Except From Karl’s blog… (Link):

Register for the Travis Austin Dinner and Autotask Super-User Seminar for only $29! Register Now.

When Autotask expert Travis Austin isn’t answering questions on the Autotask CommunITy website, he’s either developing innovative Autotask-centric integrations, or he’s flying around the country to consult with other Autotask customers to help fine tune their use of the Autotask platform.
Watch and learn as Travis shares a number of tips, tricks, and best practices which will surely supercharge the power of Autotask within your own company. He’ll cover basic Service Desk configuration, share some awesome workflow ideas, and describe ways which Autotask talks to third party products and platforms to save you time and increase your effectiveness as an IT service provider.

Topics

  • Service Desk Configuration.
    How to use Queues, Statuses, Priorities,  and Issue Types to best manage the ticket lifecycle.
  • Workflow Rules.
    Define and develop a few integral workflow rules to automate ticket flow and score points with customers.
  • Ticketing Integrations.
    Learn how third party products can integrate with Autotask to automate ticket generation, modification, and escalation.
  • Billing Integrations.
    Learn how to automate parts of billing, contract adjustments, and marketing strategies.

Register now for this GREAT event!

Add the Travis Austin Dinner and Autotask Super-User Seminar for only $29! Register Now.

Sign up now for Travis’ Seminar . . . Get dinner and amazing information on top of Karl’s all-day seminar!

The best deal in the SMB Space!

Register for the Travis Austin Dinner and Autotask Super-User Seminar for only $29! Register Now.

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Email2AT Close to Beta Release

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!

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LiveLink: Starbucks Nearby (Ticket)

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:

Starbucks Nearby LiveLink Screenshot

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>
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How to Create a LiveLink in Autotask

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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Rezitech CEO Awarded “Most Innovative Contributor” at Autotask Community Live 2009

During Autotask Community Live 2009, a national event held for the IT Services industry, Rezitech CEO Travis Austin was named the “Most Innovative Contributor” by Autotask CEO Bob Godgart and CMO Bob Vogel.

“What a great honor,” Austin said. “I am humbled by the feedback I received throughout the entire event. It’s encouraged me to continue to drive Rezitech towards invention and innovation in an industry that all-to-often follows the next guy instead of developing new solutions.”

Brielle Whittaker, of Tulsa based IT Services firm Ace Net Consulting, said “I just wish I could think like this man, he doesn’t see road blocks, its like toys to him.”

Austin led a presentation on developing custom integrations using the Autotask Web Services API and other developer tools, and is available for speaking engagements and consulting.

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Rezitech CEO Quoted on MSPmentor.net and worksWithU.com

Travis recently met up with industry media mogul Joe Panettieri at the Autotask Community Live 2009 event. Joe was impressed with Rezitech’s use of open source technology to provide a rock-solid backbone to Rezitech’s enterprise customers.

Read about it: MSPmentor.net or worksWithU.com

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Rezitech CEO Quoted by ChannelWeb Regarding Autotask’s New Release

Travis recently spoke with ChannelWeb’s Scott Campbell regarding Autotask’s newly-released Outsource Management, Client Access Portal, and TaskFire software.

Read about it: crn.com

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