Manage your relationship with customers, partners, and vendors right in Autotask, fully integrated with other Datto products!
Learn how organizations (your prospects, customers, partners, and vendors) and organization
Your Autotask instance may be configured to use one of the following terms instead:
Account, Business Unit, Client Company, Customer, Site. contacts work in Autotask.
ADMIN: Configuring organizations and contacts
If you are an administrator, view a list of configuration and housekeeping topics.
Learn the most efficient way to keep your data current.
Add an organization record to your Autotask instance and create the organization's first contact, notes, and to-dos.
Searching and managing organizations
Learn how to use the Organization Search page, the best place to find and manage all types of organizations.
Autotask organizations can have multiple contacts. Learn how to manage them here.
Find out about CRM to-dos and notes, which are used to assign, schedule, and track organization or sales activities.
Learn how to organize contacts into groups and communicate with all members of the group at one time.
This is where you'll find the customer reports you need.
