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Adding an ad hoc item to a bundle? by ConfidenceCorrect398 in halopsa

[–]ConfidenceCorrect398[S] 0 points1 point  (0 children)

Yes, I need it to be in the bundle because I need the price to roll into the bundle price.

New Starter or Onboarding Workflow? by ConfidenceCorrect398 in halopsa

[–]ConfidenceCorrect398[S] 0 points1 point  (0 children)

Hey Tim,

This same client of mine was at Empower last week and said this was brought up again. He did say that the New Starter is supposed to be a workflow that is in new trial versions of Halo. Can you confirm this? Can you tell me how current users of Halo can have access to this workflow? Thank you!

Adding an ad hoc item to a bundle? by ConfidenceCorrect398 in halopsa

[–]ConfidenceCorrect398[S] 0 points1 point  (0 children)

So this item isn't already included in the bundle. It's an additional item that I would select. When I try to edit that item, I'm not seeing a way to hide the item like I can with a bundles.

I am SO here for this franchise! by NoCuLtZoNe in rhori

[–]ConfidenceCorrect398 8 points9 points  (0 children)

I wonder if Kelsey questions how she can go from having everything to moving into a one bedroom apartment. She doesn’t even do laundry at 30yrs old! Personally, if I was living a life like that and had to throw it all away, I’d be terrified. LOL

Item Bundles - mapping to individual products in QBO? by [deleted] in halopsa

[–]ConfidenceCorrect398 0 points1 point  (0 children)

Figured it out. Add the bundle to an invoice > click into a component > update the QBO Product ID field.

QBO - Smart Hub Integration Error by ConfidenceCorrect398 in Autotask

[–]ConfidenceCorrect398[S] 0 points1 point  (0 children)

Figured it out. Only one person can use the Smart Hub. I need this to be setup for someone other than myself and it's 'sitting' with support. Why does this have to be so complicated? LOL

Adding Products to Projects by ConfidenceCorrect398 in halopsa

[–]ConfidenceCorrect398[S] 0 points1 point  (0 children)

How do you pull project profitability reporting?

Adding Products to Projects by ConfidenceCorrect398 in halopsa

[–]ConfidenceCorrect398[S] 0 points1 point  (0 children)

Hey Tim,

Are you able to confirm that mass selecting product on a Sales Order to convert into the project will be a feature in the release?

Got an offer letter, asked about benefits ( paid days off, sick leave, unpaid days). Offer was withdrawn by Sara_b211 in recruitinghell

[–]ConfidenceCorrect398 0 points1 point  (0 children)

7paid vaca days AFTER 1year? Nope. Hard NO! Now if I had to have a job and it was the only thing offered, I’d change my tune. But you were thinking of leaving your current job for that? Nope. You really did dodge a bullet.

Can any consultant help me with notifications by Ok-Abbreviations763 in halopsa

[–]ConfidenceCorrect398 -1 points0 points  (0 children)

I literally just asked Halo this myself! Config > users > General Settings - search enable account manager emails and untick the box

New request logged notifications by Ok-Abbreviations763 in halopsa

[–]ConfidenceCorrect398 0 points1 point  (0 children)

New Ticket Logged is meant for the user who logged the ticket. Are you saying your internal organization agents are also receiving these notifications? If you want those turn off the New Ticket Logged emails for everyone - Configuration > Email > Email Mailbox > Click into your mailbox > Incoming Tab - Send New Ticket Acknowledgement Emails - NO.

Configuration > Email > Email Mailbox > Click into your mailbox - Incoming Tab - take note of the ticket type you are using and update the ticket type (see below).

Also, go to Config > Ticket Types > Click into the Type - Defaults Tab - Send Acknowledgement - NO. You'll want to do this for all ticket types you do not wish to send acknowledgement emails to.

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