Autotask handles the updates directly to your MS Exchange Server so you have no add-on components or agents to install. The MS Exchange Extension is an Autotask extension that keeps your Autotask and MS Exchange calendar items and contacts in sync automatically.Other tools that integrate email, contacts, and calendar items with AutotaskĪutotask has additional tools that synchronize emails, contacts, and calendar items. IMPORTANT Because of a security update, all users must upgrade to the Autotask Outlook Extension version 3.4.2.0 when they receive the Autotask PSA version 2020.3. The Autotask MS Outlook Extension supports Outlook 2007, 2010, 2013, 20 on Windows with the latest Service Pack. Refer to Downloading and installing the MS Outlook Extension. Calendar and contact integration are both optional and configurable.Įach Autotask user can decide what Outlook information is to be shared with Autotask. Calendar integration - For information on integrating your Outlook and Autotask calendars, refer to Transferring calendar items between Outlook and Autotask.Įmail integration and time tracking are enabled by default.For information on synchronizing contact information between Outlook and Autotask, refer to Transferring contacts between Outlook and Autotask. Time tracking - For information on entering time on Autotask tickets and tasks right from Outlook, refer to Entering time from Outlook.Email integration - For information on the email integration between Outlook and Autotask, refer to Transferring emails to Autotask.The Outlook Extension has four discrete areas of functionality that each user can enable and configure separately: This reduces duplicate data entry and ensures that the most current data is available in both applications.

You can work in Outlook and have access to many features of Autotask. The Autotask MS Outlook Extension provides integration between Autotask and Microsoft Outlook email, calendar items, and contacts. IMPORTANT The Microsoft Outlook Extension is only available in English, and does not support non-English versions of Outlook.

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