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Logistics/ERP · Datto

Autotask PSA

WindowsStandardClient 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
Not marked supported
Live Mode
Not marked supported
Click to dial via Telogix
Supported
Manual screen pop
Supported
Automatic call activity logging
Supported
Integration with Notes
Not marked 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
Not marked 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.  If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

References & walkthroughs

Original Telogix listing