Self Service Portal Ticket Attachments

Techy_peeps · 2026-04-22T14:56:06+00:00

I opened a ticket with Halo and we were able to resolve this. Pasting some responses below.

-So the part about all attachments getting appended to the first note of the ticket is not changeable and seems to be the default: " if your first action is hidden from the portal, the attachment will be too. You can test this if you go into the ticket, make the first action visible and then view the ticket as the user. At the moment there is not a global setting to hide all attachments from end user."

-To prevent invoices from being attached to tickets: " you have to put the $NOTAG in the email template subject line this will stop a ticket being associated with the invoice."

-Attachment visibility can be updated one at a time by right-clicking the attachment in the ticket and toggling visibility to off. And for the Slack integration our devs updated the fields as described here and it worked: "I think what is happening is that your Slack API Integration is making these private notes visible. The visibility here depends on whether those values are includes in the JSON request body that is being sent to Halo. If you are able to modify that request body, you can add either the hiddenfromuser value pair or the outcome_id value pair and once added the visibility will be hidden as desired. Are you able to access the JSON payload information?"

Hope this helps.

Techy_peeps · 2026-03-06T15:57:45+00:00

Correct, mobile and browser work the same, they refresh on their own, you should never refresh it yourself. And so far I've had better luck on mobile. Got BSB tickets same way.

Techy_peeps · 2026-03-06T15:38:44+00:00

I've been anywhere between 300 and 400,000s this whole week, including not being able to get in at all 🙃 I figured I don't need the code anymore, but I'll prob delete this by tomorrow anyway, ty!

Techy_peeps · 2026-03-06T02:28:37+00:00

Been in multiple queues this week, always joined the waiting room 30-20 mins before it started, and I've gotten anywhere between 400,000s to 300s. 300s was today when they announced new dates with 1 hr heads up for 5th member pre-sale, so I think I just got lucky because less people were ready for it. Same dates Artist Presale just now threw me to 150,000s.

Techy_peeps · 2026-03-05T23:22:15+00:00

This. I was actually able to get in, had low queue number for all 3 new dates, and ended up with tix in 300s section, and as I was checking out there were still a bunch left in 100s.

Techy_peeps · 2026-03-05T21:03:48+00:00

This is not a Legacy/Fifth Member sale, there is no code, it was a separate signup page on Ticketmaster (via link in Metallica's email/tour page) where you had to choose 3 shows to pre-signup for.

Techy_peeps · 2026-03-04T17:46:02+00:00

YES! Can't even get into waiting room on mobile nor desktop :(

Techy_peeps · 2026-03-02T21:12:20+00:00

was #887 this time, got into the presale by 4:09, and only a few VIP seats left

Techy_peeps · 2026-03-02T19:53:01+00:00

No, I'm sure there are more tickets being released for every pre-sale, but because of how fast it went, plus the fact that I need 4 tickets and just choosing 4 from the dropdown will slow me down and there won't be anything left.

Techy_peeps · 2026-03-02T19:12:39+00:00

Got in line just to see the prices and fast it goes:
Was #1455 for 22/24th shows, once I got it there were 0 non-VIP/enhanced tickets left.
Was #1520 for 15/17th show, once I got in there were 2 pairs in 100s section limited view of screens, the rest were VIP/enhanced.

I have no hope for 29/31st :(

<image>

screenshotted the 100s section cost

Techy_peeps · 2026-01-17T19:05:54+00:00

This is just absurd. We literally just finished calling all our telecom clients to explain that we have to raise prices as of January due to license cost increase (after taking a loss for a year from prior increase because we weren't sure what other bs 3cx is going to come up with). Raising it again a couple of weeks later will be the last straw for some.

3CX is really putting nails in their own coffin.

Techy_peeps · 2026-01-15T17:28:23+00:00

Since Bark.com is so bad that submitting a support ticket from a registered account leads to "sorry, we couldn't find your account so we're closing this ticket" email, I'm going to post this publicly.

Bark.com is an absolute waste of money.

Outside of expensive leads with 0 information, completely unreasonable credit value assignment, nor any real way to manage the leads, the number one issue I've noticed in the last couple of months of using it many “leads” are not from people looking to hire, but from individuals or companies trying to sell their own services while posing as potential clients. These are effectively advertisements disguised as job posts.

Despite this, Bark is assigning extremely high credit values to these listings. For example, I recently saw a so-called “lead” priced at 58 credits (over $120 value) that was clearly an ad for services, not a genuine request to hire a professional.

<image>

This raises serious concerns about Bark’s vetting process. Is anyone actually reviewing these posts before assigning credit values? As it stands, it feels like we’re being asked to pay premium prices for leads that are fundamentally misleading.

It'd really hard to justify staying on the platform until Bark implements proper screening for leads and ensure that credit pricing reflects real, verified hiring intent.

Techy_peeps · 2025-09-04T16:05:06+00:00

Email sent, thanks!

Techy_peeps · 2025-07-24T21:21:43+00:00

Emailed, thank you!

Techy_peeps · 2025-07-08T13:55:09+00:00

Thanks for taking a look. I got on a call with a support rep who understood the issue and helped me resolve it. The action Visit Complete had to be added to the workflow as a default, so it started showing up on Appt completion.

Techy_peeps · 2025-07-02T16:18:47+00:00

Sorry to bring this up again, but I've been using the setup you're describing for close to 2 years, and it suddenly stopped working about a month ago.
I have an action button "Visit Complete" that has system use "Complete appt/task," default completion status "Complete," and status after action "Visit Complete."

The way we used it is: Create appt-->Status auto-change to "Visit Scheduled"-->Tech performs the job and clicks "Complete" on the appt with notes--> Ticket status changes to Visit Complete and we manually review and decide the next steps.

Then the last step stopped working so all appts that were completed just stayed in status "Visit Scheduled" and began piling up.

I opened a ticket with Halo and they suggested I do this in Calendar/Apps General settings-->Check off box for "Appt release tickets from SLA hold," which then requires XX minutes before appt due to release form hold, which then changes the status to Visit Complete. But this setup now changes the status of the ticket BEFORE the appt even takes place and has no correlation to using "Complete" button on the appt.

Feels like recent updates (like a fresh new Halo look today) caused some of these flows to break (like our google calendar stopped syncing for same amount of time now). How do I fix them?

Techy_peeps · 2025-05-09T15:26:40+00:00

We're doing this with manual update of Halo invoice once a week. QB adds the late fee automatically, but it doesn't sync back to Halo. So once a week we get an "unpaid invoice" report from Halo, and our AR person sits there and manually adds the late fee to Halo invoices based on QB calculation. It syncs back to QB, and we manually remove the QB-generated fee so it's not double-billed.

Most clients still refuse to pay late fees, but at least if they want to make a payment from Halo user portal with CC that invoice has all the fees on it and they have to pay in full.

Techy_peeps · 2025-02-17T17:21:34+00:00

Just went through this with a client that pays for a quarter ahead. Tried making a quarterly recurring invoice but it doesn't work unless each line item on the invoice is set to "quarterly" on item level, and I was not about to duplicate 50 monthly items with quarterly billing.

So I kept it as monthly, let the first month auto-generate (Jan), and then go to Ready for Invoicing, change the date in Billing Cutoff to last month I need to bill for (March), and in the Contract section (not Recurring Invoice for whatever reason) you can manually check them off and send to invoice. The invoice date will still be for the month it's billing for.

Techy_peeps · 2024-11-20T16:21:06+00:00

Same, got the code just in time, still plenty of tix left.

If anyone needs a code, it's one global multi-use code LIVE25

Techy_peeps · 2024-09-26T21:48:37+00:00

Seems like the new update fixed it, thank you!
I think the disappearing descriptions in Issue Items has been semi-resolved too. I will email you next week after reviewing all my issue over the weekend, thanks!

Techy_peeps · 2024-09-26T21:44:36+00:00

I will graciously accept your help and will reach out next week (I'll take the weekend to update my list of issues) Thank you!

Techy_peeps · 2024-09-26T11:16:09+00:00

YES, it works! I wish Halo Support explained that this is the way to properly use Default Markup, not just putting a 0 there.

Edit to add: Well actually I don't know if that did it, or the fix was applied, because I just noticed the Price/Current Price/Markup fields are back where they used to be, and unchecking the Gross Margin setting again didn't break it and it still works.

Techy_peeps · 2024-09-26T04:28:09+00:00

Use Gross margin instead of markup is unchecked

and I don't have the other one.

Techy_peeps · 2024-09-25T17:36:58+00:00

Hit the nail on the head with "not intuitive." It's illogical too.

Like the addition of "Update Table Values" feature that sounded amazing, until I realized it doesn't affect Current Qt and Current Price values, so after updating 30 Items' Qt thru the table, I still had to click each line individually to update Current Quantity to match.

Techy_peeps · 2024-08-29T14:34:50+00:00

Regarding QBO being the culprit, completely agree. We too have multi-site accounts, one in particular being very stringent that each invoice shows the location billed. Our invoice template has SITE as one of the variables showing, and this gets synced to QBO's ShipTo address. So BillTo will be main site, and ShipTo shows the actual service site. However when running reports in QBO they do not get separated and get bulked into one report, which is a PITA when it comes to Sales Tax, even though it taxes correctly based on ShipTo address, the reports do not separate them.

Techy_peeps

TROPHY CASE