Add CSAT or NPS surveys to email templates. Additionally, when an Autotask fails, Defender will send you a notification email. In the Email Message section, paste your embed code where you'd like the survey to appear. Scroll down to Success Notification (To Email Originator), and under Notification Template, click the down arrow to select a blank space so that no template is selected. Ensure that the invoice is using the correct Payment Term that has been configured in Wise-Pay. Here's how to do it: In Datto Autotask PSA, go to Admin > Features and Settings > Finance, Accounting & Invoicing Select Invoice Templates Add New Invoice Templates. Now create a test ticket and make yourself the requester. In your Autotask admin account go to the “Features and Settings” tab and click “Notification Templates” to create a notification template. The default template is selected, but can be modified. Existing tickets will be assigned to the new contact.
net About the Notification Templates page. Autotask has now introduced an API user security level for resources.
