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Logistics/ERP · Datto

Autotask PSA

MacStandardPlus Client Add-In
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Published feature support

What this configuration supports

Address Book Search
Supported
Caller details preview
Supported
Pop contact in edit mode
Supported
Live Mode
Supported
Click to dial via Telogix
Supported
Manual screen pop
Supported
Automatic call activity logging
Supported
Integration with Notes
Supported
Cached Mode
Not marked supported
Click to dial via business application
Not marked supported
Auto screen pop
Supported
Manual call activity logging
Supported
Add contact
Supported
Additional features
Not marked supported

Notes & advisories

Autotask users will require API to be enabled. From April, 15, 2020, API access has been removed from regular Autotask user accounts, therefore an API User account will need to be used. Please be aware that Autotask has an API Call Threshold which may affect the integration. Please contact Autotask for details of the API Call Threshold.

References & walkthroughs

Original Telogix listing