To create a user-defined field in Autotask, perform the following steps.
- Log into Autotask, hover over the Autotask icon , and then navigate to Admin, User-Defined Fields, as shown below.
The User-Defined Fields page is displayed. - Click the New button.
The new fields are displayed. - Create a new user-defined field called Intronis Username (case sensitive), as shown below.
- Ensure that the Field Type is set to Text (Single Line).
- Click Save & Close.
The new Username is displayed.