Accessory tabs

On the Devices tab, you create and manage devices associated with the organization or contact. Refer to The Devices tab.

The Change Info tab appears only on Change Request tickets. Refer to The Change Info tab.

The Changes tab appears on Problem and Incident tickets, and references any Change Management tickets they are associated with. Refer to The Changes tab.

The Client Portal tab appears on the Contact page. Refer to The Client Portal tab.

On the Organization Alerts and the Contact Alerts tabs, you configure alerts that appear on the Organization, Contact, Ticket, and New Ticket page. Refer to The Organization and Contact Alerts tabs.

The Contact Groups tab appears on the accessory tabs of the Organization and Contact pages. It displays all group memberships for the organization's contacts or the selected contact. Refer to The Contact Groups tab .

The Contacts tab appears on the accessory tabs of the Organization page. It displays all contacts associated with the organization. Refer to The Contacts tab.

The Contracts tab appears on the accessory tabs of the Organization page. It displays all contracts associated with the organization. Refer to The Contracts tab.

The Documents accessory tab is one of the locations where documents related to a device are displayed (the other is the Documentation Manager page). Refer to The Documents table and accessory tab.

Opens a list of selected financial reports. Refer to Financial reports on the Organization page.

The Invoice Settings tab appears on the accessory tabs of the Organization page. Refer to The Invoice settings tab and page.

The Invoices tab appears on the accessory tabs of the Organization page. It contains the invoice history for the selected organization. Refer to The Invoices tab.

The Locations tab appears on the accessory tabs of the Organization page. On this tab, you can view and manage existing organization locations and create new ones. Refer to The Locations tab.

The Milestones tab is visible on tasks where the project is associated with a fixed price contract. Refer to The Milestones tab.

The Notes tab lists all CRM notes and completed to-dos associated with an organization or contact. Refer to The Notes tab.

The Opportunities tab lists all sales opportunities associated with the organization or the contact. Refer to The Opportunities tab.

The Problems tab appears on Change Request tickets, and references all problems they are associated with. Refer to The Problems tab.

The Projects tab appears on the accessory tabs of the Organization page. On this tab, you can view and manage existing projects for the organization and create new ones. Refer toThe Projects tab .

The Purchase Order Settings tab appears on the accessory tabs of the Organization page of organizations of type Vendor. On this tab, users with the required permissions can customize purchase order-related settings for the selected vendor organization. Refer to The Purchase Order Settings tab.

The Quote Settings tab appears on the accessory tabs of the Organization page. On this tab, users with the required permissions can customize quote-related settings for the selected organization. Refer to The Quote Settings tab and page.

A device can be related to other devices. These relationships are managed on the Related Items table. Refer to Managing relationships between devices (The Related Items tab).

The Sales Orders tab appears on the accessory tabs of the Organization page. On this tab, you can view and manage existing sales orders for the organization. Refer to The Sales Orders tab.

Service Calls appear on tasks and tickets. On tickets, they share a tab with to-dos, on tasks, they have their own. Refer to The Service Calls & To-Dos, and Service Calls tabs.

Service calls appear on tasks and tickets. On tickets, they share a tab with to-dos, on tasks, they have their own. Refer to The Service Calls & To-Dos, and Service Calls tabs.

The Site Configuration tab lets you populate site configuration UDFs for an organization that are intended for technical content. They can be masked for users without the required permissions. Refer to The Site Configuration tab.

Subscriptions are a way to bill for devices and appear only on that entity. Refer to Searching and managing subscriptions.

A sub-organization is an independent organization with its own record in Autotask that is associated with a parent organization Your Autotask instance may be configured to use one of the following terms instead: Headquarters, Parent Account, Parent Client, Parent Company, Parent Customer.. Refer toThe Sub-Organizations tab.

Tickets can be referenced on the Tickets tab of organizations, contacts, devices, and opportunities. Refer to The Tickets tab.

If you selected more than 8 accessory tabs on the Organization page, any additional one you selected for display con be accessed by clicking the More icon. Refer to Customizing and managing organization accessory tabs.

The tabs on the Organization pages (except the Activity tab) have a right-aligned title that matches the wording on the tab. On all other entities, the tab title does not appear.

The tabs on the Organization pages (except the Activity tab) have a context-sensitive Help icon. On all other entities, the icon does not appear.

All tabs have a button bar. Tabs that manage associated entities also include a button to create a new item and export the table to CSV.

The filter bar lets you control which data shows in the table. All fields in the filter bar will be persistent per user and across sessions. Not all accessory tabs have filter bars.

Some tables have a bulk menu and a bulk selection column. The options on this menu are the same as on the entity Search page.

The quick filter row lets you select or enter a value to filter the data. Quick filter settings are not persistent.