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Procedure

  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
    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.
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