Move Contact and Tickets by MSPintegrations is an Autotask LiveLink that helps to move an Autotask contact from one account to another account. The LiveLink also presents a list of all Autotask tickets for the contact and can move each ticket, as well.

Autotask LiveLinks must be added manually, and they require a little configuration.

The installation of the Move Contact and Tickets LiveLink consists of 3 steps:

  1. Launch the Autotask LiveLink Designer
  2. Create the LiveLink
  3. Publish the LiveLink

Step 1. Launch the Autotask LiveLink Designer

  1. Inside Autotask, hover the mega-menu at the top-left corner and click Admin
  2. Click the tab Extensions & Integrations
  3. Click to expand Autotask Add-Ons
  4. Click LiveLinks Designer

Step 2. Create the LiveLink

  1. From the main screen of the Autotask LiveLink Designer, click New to create a new LiveLink
  2. Complete the following fields:
    • LiveLink Name:
      Move Contact and Ticket
    • Label:
      Move Contact and Ticket
    • Description
      http://kb.mspintegrations.com/what-is-the-merge-ticket-livelink/
    • Active:
      Checked
    • Category:
      Service Desk
    • LiveLink Application Name:
      [No LiveLink Application]
    • Entity:
      Ticket
    • Base URL:
      https://console.mspintegrations.com/#/tools/contactmover
    • Querystring Values:
      ?contact_id=<ContactID>
  3. Click Save and Publish

Step 3. Publish the LiveLink

  1. From the main screen of the Autotask LiveLink Designer, right-click the Move Contact and Ticket LiveLink and click Publish LiveLink
  2. Click Security Levels, Departments, and Resources tabs to select the users who will have access to this LiveLink
    1. If you enable a Security Level or Department, then all Resources in that Security Level or Department will have access to the LiveLink
  3. Click Overview to confirm which users will access to the LiveLink
  4. Click Save and Close
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