Autotask Integration - Sync/Filter Client Type | Voters

Autotask Integration - Sync/Filter Client Type

Matthias K.

Client Type should Sync to Customer Type in Hudu.

Ability to filter the sync based on Client Type as well.

May 18, 2022

Craig P

Also, have all Companies based on this filter auto-create (to save the onboarding step of needing to come manually match every new customer in hudu)

Interpro S.

Yes I agree, filter the sync by Client/Company Type is definitely needed to avoid vendors, prospects and leads type of companies from all syncing into Hudu.