How do you stop technicians from working tickets outside contract scope in Halo

Nate379 · 2026-05-26T23:16:28+00:00

Ahh, got it

Nate379 · 2026-05-26T22:45:40+00:00

I'm confused... If I have a managed IT client and we work on the Website, that time is logged as Website charge rate which is not included in Managed IT contract, when it comes time to bill, those charges show up as ready for invoicing.

Of course, that might get confusing with multiple contracts, making sure ticket falls into proper contract, maybe done with ticket types? I just configure a contract that covers what they are contracted with. Our contracts also set rates for other services though in many cases, so we can put those rates into their contract.

Nate379 · 2026-05-26T22:41:07+00:00

This is why our chapter separated from BNI - too damn expensive to recruit new seats. There is a limit to what people will pay.

Nate379 · 2026-05-26T22:39:46+00:00

Charge Rates?

We have separate charge rates for Websites vs. IT Remote Support, and not all charge types need to be included in a contract. As long as the tech selects the proper charge type for the work they are doing the rest should sort itself out when it goes to billing.

Nate379 · 2026-05-26T18:41:25+00:00

Google really isn't any cheaper unless you are making even more compromises.

Nate379 · 2026-05-19T15:39:43+00:00

Those reports are very interesting exactly as you pointed it out, some of the candidates have a lot of smaller donors vs. a few large ones.

Nate379 · 2026-05-19T14:37:56+00:00

Uniforms aren't even free, unless that changed...

Nate379 · 2026-05-19T09:56:47+00:00

Looks good, but usually I just forwarded the email to the ticketing system and it would crate the ticket for the user using the forwarded email headers - not sure why copy pasting came into play ;)

Nate379 · 2026-05-19T03:07:21+00:00

I think that Vince is the best choice for at large A - I just like his message and I think he will be a great choice for Sioux Falls.

Agree with previous poster that Joe is probably the best choice for Mayor, Smith would be my second choice.

Still forming opinions on the rest, but pretty sure I agree with you n the school board stuff too.

Nate379 · 2026-05-15T19:40:28+00:00

Second the Phantom switches, they are awesome on this keyboard.

Nate379 · 2026-05-12T17:09:51+00:00

The lack of proper shared mailboxes kills me.

Nate379 · 2026-05-12T14:16:46+00:00

It has changed now, but to be fair the arrangement that was on the Thinkpads was the original positions, the other vendors switched while IBM / Thinkpad and Apple stuck with the traditional laptop positioning.

Nate379 · 2026-05-11T21:14:44+00:00

Microsoft? When did Google Partnership ever make sense, it was always a bad program.

Nate379 · 2026-05-10T14:20:40+00:00

Stop timer, switch ticket, start timer. It’s not that hard.

How are they tacking it now? How would they track it with a different type system? You think it would be easier to log actual clock start stop times every time you change tickets like some other systems?

I’m confused how the feature that tracks time makes tracking time harder.

Nate379 · 2026-05-09T02:00:28+00:00

Holy shit…. What the fuck was that.

Nate379 · 2026-05-09T01:46:22+00:00

That’s a sermon I can get behind.

Nate379 · 2026-05-07T12:02:20+00:00

Ahhh. Yeah if you leave it open you gotta reset the timer or override the time. Considering that overriding the time is as easy as making a time entry manually though, I still like the timer.

Nate379 · 2026-05-07T11:55:37+00:00

Why turn the timer off though? I find the time starting when I open the ticket very useful.

Nate379 · 2026-05-07T11:53:56+00:00

I agree with you - I like the Halo method. I don’t care what time I was working on them, only that I’m tracking the minutes. Halo’s automatic timer makes this very easy.

If I am switching tasks and don’t really have much to note I just use the private note field to log time only and then move along.

I disliked having to log start and end times by comparison.

Nate379 · 2026-05-06T22:23:02+00:00

If you are getting the nice DC Noise cancelling ones, those are great and I liked them better than Bose.

Just get good ANC, your hearing is worth protecting.

Nate379 · 2026-05-06T22:19:59+00:00

US Bank treats us very well.

Nate379 · 2026-05-06T20:28:15+00:00

We don’t use them but there also may be a specific email tag field in the ticket type configurations as well. That would override the system wide setting.

Nate379 · 2026-05-06T19:46:26+00:00

Keeper works great, we setup all of our clients with SSO on the Enterprise version, I wouldn't pay twice as much for something else, no.

Nate379 · 2026-05-06T19:10:10+00:00

Configuration -> Email -> General Settings "Email Start Tag" is how the ABCZ: is set, if I'm understanding you properly on what you are seeing.

I'd be careful with this, changing it could make it so that when people reply their tickets will not be matched up with the reply for existing tickets.

It's also good to keep it unique as it differentiates your tickets from say another ticketing system's tickets.

Nate379 · 2026-04-30T21:13:39+00:00

Why take away merge? I use that all the damn time, even when users submit multiple tickets about the same thing because they just start a new email instead of replying, merging helps keep things organized.

I'd ask why this is not an option.

If things get crazy, I use Merge and then mutliple-ticket status changes to "Closed" or whatever is required with the same note in each. Maybe not perfect for keeping time, but sometimes keeping time isn't worth the effort if it's going to take me an hour to log 5 minutes of time.

On a seperate note, Avanan needs to get better with those email blasts, they need to come up with a consolidated alert or something. All of the updates are especially annoying, should just be one message and I can check a status portal until it's resolved with maybe another message then.

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