We haven't invested time in that just yet have other fish to fry first like getting all our non integrated notifications into Autotask correctly first. Sure it won't be 'from client' but the notes are what really matters.Īlso if you haven't already spoke with, is amazing and they can work with you to create parsing rules where maybe you can get that note to be 'from client'. 8x8s Outlook Plugin links Microsoft Outlook contacts with 8x8 Work.
So if you get an email from your client and want to 'attach it' just forward to the mailbox with the ticket /task number in the subject line. The 8x8 Work 365 integration add-in for Microsoft Office 365 allows you to schedule. This is awesome because now when you use the email parser all you do is cc or bcc your mailbox in Autotask (something like it will update your tickets/tasks and you can use your mail app. What I recently learned is you can use the copy icon next the title of your ticket /task and it will include the ticket number -title of ticket when you paste. Also if you're like me no matter the effort (and boy did we put the effort in) notifications suck in Autotask. So I don't like outlook (fat client) and prefer the web app and have the same struggle.
