Requested by an MSP customer: link meetings and notes to CRM/PSA entities (Opportunities, Projects, Tasks, Tickets) and post directly into them, referencing the client name and related entity. Most Managed Service Providers run on AutoTask or ConnectWise; an integration with either would open up that market. Customer offered to share developer docs and an AutoTask/Kaseya-Datto contact.
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In Review
π‘ Feature Request
About 13 hours ago

Eduard
Get notified by email when there are changes.
In Review
π‘ Feature Request
About 13 hours ago

Eduard
Get notified by email when there are changes.