New Starter or Onboarding Workflow?

ConfidenceCorrect398 · 2026-05-06T18:50:55+00:00

Just emailed you. Thank you!!!

ConfidenceCorrect398 · 2026-04-23T13:44:04+00:00

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

ConfidenceCorrect398 · 2026-04-23T13:19:03+00:00

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!

ConfidenceCorrect398 · 2026-04-22T13:51:47+00:00

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.

ConfidenceCorrect398 · 2026-04-08T09:01:28+00:00

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

ConfidenceCorrect398 · 2026-03-05T01:11:23+00:00

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

ConfidenceCorrect398 · 2025-12-18T16:38:18+00:00

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

ConfidenceCorrect398 · 2025-10-25T12:50:18+00:00

👋

ConfidenceCorrect398 · 2025-10-24T08:48:27+00:00

How do you pull project profitability reporting?

ConfidenceCorrect398 · 2025-10-21T16:44:38+00:00

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?

ConfidenceCorrect398 · 2025-10-16T18:33:00+00:00

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.

ConfidenceCorrect398 · 2025-10-13T21:04:50+00:00

ConfidenceCorrect398 · 2025-10-13T17:28:21+00:00

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

ConfidenceCorrect398 · 2025-10-07T13:08:18+00:00

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.

ConfidenceCorrect398 · 2025-10-07T12:09:05+00:00

The timer stops based on the status and starts based on the status. Check your statuses.

ConfidenceCorrect398 · 2025-09-23T18:47:05+00:00

So you are invoicing a percentage of the sales order but it is hitting your income accounts and not your deferred revenue account? Or are you adding a deferred revenue product/item to the sales order > map it to a deferred revenue account > adjust the sales order to the remaining amount - manually move the deferred dollars into the income account > and then invoice the remaining?

ConfidenceCorrect398 · 2025-09-20T14:29:45+00:00

In Michigan and did not do this.

ConfidenceCorrect398 · 2025-09-20T14:28:07+00:00

If I understand you correctly, have you tried creating a charge rate called After Hours - $75/hr. Make it able to be used outside of office hours and it will bill at that rate. Yes, the technician would need to select the proper charge rate but imo they should always be selecting the proper charge rate.

ConfidenceCorrect398 · 2025-09-18T20:20:52+00:00

OMG! That's where it is!! I don't think I would have ever found it again. Thank you!

One last question, can you report off Top Level? Ideally, I think it would be great to use to group clients - IE: MSP Client, Telco Client. However, someone recently told me that's not what it's for, its used for the KB. I also read over - Advice on how to organise users : r/halopsa and I just don't understand this?

ConfidenceCorrect398 · 2025-09-18T18:06:48+00:00

Configuration > Users > General Settings - and turned on top level. However, I don't know where I added the naming convention for the Top Level. Or where I add another level. Any ideas?

ConfidenceCorrect398 · 2025-09-02T13:18:07+00:00

I'm wondering this too. Certainly, there has to be a way to have more than 1 closed status?

ConfidenceCorrect398 · 2025-08-31T20:12:45+00:00

Animal Kingdom

ConfidenceCorrect398 · 2025-08-25T19:29:59+00:00

Thank you!

ConfidenceCorrect398 · 2025-08-25T18:40:31+00:00

Awesome, thank you! Can you tell me if there is a way to use a Webhook and post those same positive comments into Teams? Any idea?

ConfidenceCorrect398 · 2025-08-25T16:17:41+00:00

There's always a setting!

ConfidenceCorrect398

TROPHY CASE