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Do you happen to have a video that would show how you could apply a different Rate Charge (override) on a site basis rather that a Client basis. Use case would be a client has several sites some with preferred contracts, some without. The preferred contracts are billed at $100/hr others are at $150/hr.

Hello Connor, How are you able to create a new customer card and also automatically create an id for accounting integration., so that the creation of the customer card in the accounting software also is being created?

Thanks I manage to do it!!! It took a while, but it's very helpful! The only thing is when configuring the API on part 3, now there is a source and destination, so it was a struggle to figure out what to input, but my colleague did find out. My first automation in HaloPSA

Hello Connor, is there a difference for the pro-rata since the drop down selection is not available in my instance as displayed in your video at TS: 20:03

Hey thanks a lot for your videos, they are awesome!!! The "important user" option is missing for us. Has this been removed? Also, the color rule doesn't work for me. I changed its priority, also checked to stop processing other rules if matched.. but nothing. Any idea? Thanks again

Greetings! We use a lot of the same packages for multiple clients. I've been looking for a way to replicate the same recurring invoice for multiple clients. I can't find a way to duplicate it or to have a template to drop in for new clients (I'm not referring to billing labor from tickets etc; I'm talking about the actual package that we sell, including add on licenses and content filters etc)

Where do you store the tenant id at the client level? (8:35)

Mildly facetious 😂

Awesome video as usually. Thank you!

Great walkthrough! Everything worked a charm. 10/10 - no notes. Thanks, Robbie!

Hi Connor - great video -Very often, the status might change but the agent might be off working on something else and i want to remind him that he needs to do this. To counter this, I want to notify the agent that ticket is now off the Scheduled status and they need to do an action - where can we setup this notification? Please and thank you!

The link for this no longer seems to work- was it intentionally removed? I was trying to do something similar via a runbook but I had no idea about tables, this is a much better technique and I'd love to use it if it still works!

Hey Robbie, is it possible if you could share the SQL you used please?

Why are we supposed to uncheck 'Allow the Web Application to handle the sending of Emails' and 'Allow the Web Application to handle the creation of acknowledgement emails'? Is this not preventing the system from sending out acknowledgement emails like we want it to do?

Is it frowned upon to create a CF per process (i.e. Ticket Type) or just to reuse existing custom field created? My concern is not being able to see where the Custom Fields are registered and then not being able to clean them up afterwards i.e. ending up with hundreds of Custom Fields after all of my testing.

At 5:26 approx, you show Use Global Setting (Pay as you go) selected for Treat as Unmatched. I don't have that option, but then again, this was 2 years ago. How to I ensure that ONLY the items in Billing Plan Combinations are included?

Good Afternoon, seems like it, but wanted to confirm. Does this work for v2.162.62 ? I tried it and it does not work, but assumed that is the reason. Thank you!

Your doco is now different to this video

Hey there, I don't have the ability to track work time the same as what you see. In our system, doing what you have done here, I only have the option to track to ticket, or break or resume. When grabbing a block of time, or attempting to enter directly from the timesheet, we are required to enter the ticket number, so we cannot use the internal time categories. What do we need to do to fix that? Thank you! - garlandtech

at 5:10 You mentioned that you remove showing the workflow in the Ticket Info section. Can you let me know how to do this?

Where is the impersonate button located after you have activate the feature?

Hello Robbie, we've managed to get the custom table to appear on the customer record. If we wanted to present this the data on a service catalogue, how can this be achieved?

This has been my favorite short, music is great, cuts are great.

Well seeing you pop in my shorts only mildly freaked me out

Great video! Is there any way to change the order of the ticket progress so that newest responses show at the bottom rather than the top?

This is awesome! Thoughts on how you'd handle groups that get deleted (assuming this is running on a recurring basis)? Maybe another runbook that iterates through the custom tables and queries against CIPP?

Great video, Please can you do a video on the Ai features recently integrated into Halo.

Lovely!🎉 Would love a video on creating a 365 user from a onboarding ticket template💯

Additional note: In your custom table configuration, if you set the "Import key 1" to your groupID, this will prevent duplicates being created if you run this on a schedule.

Love this video. That's what all the CIPP community has been waiting for. I'd love to see a runbook guide video that shows the number of users within 1 particular security group across all tenants. THANKS again, keep up the hard work.

Awesome Job Robbie! Have to start referring to you as Sir Runbook! Look forward to the more complicated version haha

Checking out all your videos to see if HaloPSA would work for our company. I like it a lot! clear explanations, keep it up!

Hey conner, great video! how did you do the qr code and did you link that to an agent side ticket or end-user ticket?

Hi Conner, Amazing video, I have been using your resources for awhile now. I am curious, when you are in the triage phase and choosing the ticket type. How are you filtering to just show project related ticket types? Cheers mate

You look handsome today!

Great video, but I do have a question. Is this print label (same size as you used) possible for Asset Management or serialized Inventory with barcodes? Is that something HaloPSA can do?

Really cool idea! Feels like it would be good for procurement!

Thx!! Just what I needed 🙂

Great video and would love to see a follow up on the PDF label!

The labeling thing at the end would be awesome! Thanks again for the tips and tricks here.

Really great video ! I can't seem to find the follow-up date action anywhere - is that a custom action you created or one that would be in a standard instance?

Great video as always, Interested in the labelling

Definitely interested in the labeling !

Need the label function 😊

legend

I need the PDF Label button!

Very nice! All except #5. This is utterly useless and just training people to use their emotions rather than take actions of value.

Some of these are nifty. Thanks

Could you make a video about explaining the opportunities side of halo? And maybe the projects. There is nothing to found about it. Great video btw! Love your shit

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