Great vid! I've been using HaloPSA for almost a full year and this is the first time I've seen a good walkthru of the canned workflow and how it's supposed to work.
At 13:50 when you are on the Sale Order. the buttons for Add to Project / Create Project in my tenant are not there. Is that supposed to be out of the box or is that custom?
@@JeffBolden these get enabled when you assign a (ticket) Template or (project) Budget to the item, even once the sales order exists you can go change those items and refresh the sales order and they'll pop up.
Great Video thanks for Sharing 👌
Thank you!
Great vid! I've been using HaloPSA for almost a full year and this is the first time I've seen a good walkthru of the canned workflow and how it's supposed to work.
Thank you! Glad you found it useful.
At 13:50 when you are on the Sale Order. the buttons for Add to Project / Create Project in my tenant are not there. Is that supposed to be out of the box or is that custom?
@@JeffBolden these get enabled when you assign a (ticket) Template or (project) Budget to the item, even once the sales order exists you can go change those items and refresh the sales order and they'll pop up.
@@risingtidegroup Ahh, I think that is the issue. I don't have any project or ticket templates assigned to my products.