Once enabled, your Autotask tickets will automatically be updated with the latest rating sentiment, value, and comment.

After you create the new custom fields in your Autotask account, let the Simplesat team know and we'll work with you on completing the connection.

Creating new custom fields

Go to Admin > Features & Settings > User-Defined Fields

Select the Tickets tab.

You should see a screen similar to the one in the screenshot below.

Create three new custom fields:

Simplesat Sentiment

  • Name - Simplesat Sentiment 
  • Field Type - List 
  • Active - Checked 

Option Values:

  • Positive 
  • Neutral 
  • Negative 

Simplesat Comment

  • Name - Simplesat Comment 
  • Field Type - Text (Multi-Line) 
  • Active - Checked 

Enabling the integration

After you've created these fields, please let the Simplesat team know and we'll work with you on next steps. 🙌 

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