Enabling Autotask to Generate Account Tickets

  1. Go to Autotask Logo Menu > CRM.

    The ACCOUNT SEARCH screen appears.

  2. Click + New Account. In the new pop-up window which opens, enter the account information, including the Trend Micro Site ID.
    Note:

    The Trend Micro Site ID is the unique ID exported from Remote Manager. You can locate this ID by logging onto the Remote Manager console and going to Customers > Export All. In the exported .csv file, the Unique ID is to the right of the Company name.

  3. Click Save & Close.
  4. Go to CRM > My Account Tickets (under Reports) to view your account tickets.