Creating Account Notes in Autotask

Create Account Notes in Autotask

When you're saving a document, the “Create Account Notes” checkbox will appear on the Save window.

Note:

This checkbox will NOT appear if you are saving a quote template.

After you hit [Ok] and have created the opportunity, you have the ability to create an Autotask Account Note:

This note can be linked to the account, contact, and the opportunity. This enables users to create notes for other Autotask users about this particular quote including follow-up calls, meetings, notes, etc.. You also have the option of creating just 1 [Save and Close] or creating many [Save and New].