r/halopsa

When a quote has been accepted by the customer and converted to a sales order, there is a button called "Add to Project" beside many of the billable items (perhaps all). When I click that button and search for the name of an existing project that is open, for the same customer and the same site and is of the ticket type project, the search returns no results.

In my admittedly limited testing, this is true for all clients, all sales orders, and all projects.

Does anyone know where I should be looking to try and solve this?

Version 2.236.64

Cannot view/create/touch any recurring invoices at all regardless of interface being the invoicing window, client billing tab, contracts. Existing invoices are there. API call indicates they are there however it 500's on any API call trying to do anything with them, including simple get requests.

Support says it is a confirmed bug. I can't do any invoicing though, and 1st of the month is when we vast majority of our invoicing and processing payments for the month. They said it would be solved quickly, then that became "before the 1st" which we are now 1 day away from.

Anyone else having this problem with invoicing? I don't understand how a bug this significant can make it out of QA. Not seeing this anywhere here or in other forums though which I would expect to see as well.

Hi there

My Goal is, that incoming mails won't be deleted. I thought to create a mailbox rule to archive mails.

But i guess it would interfere with halopsa itself.

How do you handle it? I want to have it as a fallback archived.

Looking for some advice on how you approached building out your SDM in HaloITSM? We’re in the process of moving from Cherwell to Halo. We don’t currently have services defined in Cherwell so will be starting from scratch. We’re on a tight timeline for implementation. What did you prioritise and implement when, and why? We’re debating adding Business Services from GoLive, being concerned with not having enough time to get the right structure in place and rushing it. What layer did you all start with? Pros/Cons to what you did? Any advice is welcome! Thanks!

Is it possible to automatically add the users line manager as a follower to a specific ticket type? Is this something we would have to do with runbooks or is there another way to approach it?

Hi,
I have a question regarding the Agent view in HaloITSM.
I can see that an agent can follow a ticket, and it is also possible to add multiple Additional Agents to a ticket.
What is the difference between following a ticket and being added as an Additional Agent?
What are the intended use cases for each?
I also have a question about end users and notifications.
If I want multiple end users to receive updates about a ticket, it seems that when I add another user under End User, and then click Email User, HaloITSM automatically includes all the users that have been added under End User.
Is that the intended behavior? Is adding multiple users under End User the recommended way to ensure they all receive email notifications about the ticket?
Thanks!

Poking around you tube for some decent ticket customization setups. We have 2 apps right now that just come in general mailbox but is for a client. I want to read the email for domain: and then match the domain to the clients domain in client/settings. I have a few in there I guess from ninja and auvik which we didn't make but I can't seem to understand it well enough to make my own.

Any pointers or walk thrus appreciated

Did anyone else start getting Pax8 integration errors around 6/9 when importing? The integration started giving an error on all active subscriptions with a manual import and the integrator continually gives other errors. Oddly, its only active subscriptions. The manual import error is something like "Failed - Unable to cast object of type 'System.Object' to type 'Newtonsoft.Json.Linq.JObject'. Considering this was a solid 2 weeks ago Halo isn't really giving it much urgency (its marked as a medium priority), but telling us we will need to manually audit and adjust counts on our hundreds of subscriptions. They seemed to imply other customers reported Pax8 issues around the same time but won't clarify, and I didn't see anything here so I thought I would ask.

I'm wondering if anyone here has had success with an implementation of Halo and Business Central. I've read over the integration guide here: Guides | HALO but it leaves a little bit to question.

Our goal is that Dynamics is our source of truth, in fact we are really looking at Halo as a ticketing and time tracking system, but ideally we would like to be able to generate our invoices in Dynamics and still create clients in Dynamics etc. The guide has me believe that many of the syncs may be one way, as if things are designed to always happen in Halo and then sync to BC, but not the other way around, which would be an issue for us.

Are these integrations always more of a one-way street, or is there more to this than what meets the guide?

Anyone with deep integration with Dynamics have any other input?

What do people use instead of PowerShell? Our setup is hybrid ad/entra but halo is fully cloud hosted so I'm led to believe we can't use PowerShell, what other options are there? We have an off boarding script we use that would be great to be able to include on leavers tickets and run from halo

Has anbody seen this Foundation program that Halo is offering? It just doesn't pass my sniff test. They advise things such as 10 Hours pro services, and a dev environment etc. They give discounted hours by 10% but you need to pay several thousand dollars to even get that discount; therefore, you may as well pay their hourly rate.

Am I missing something here?

I've had a quick look not got a solution yet, but we have a supplier that is using HALO (we don't want to sync them) and adds their HALO TICKET ID to our e-mail that has our HALO Ticket ID on it, what is happening when they reply to that is it bounces as a closed ticket has the same ID as their ticket ID and not our open ticket

Anyone dealt with this and if so is there a "nice" solution that doesn't require manual input.

Thanks,

Has anyone else come in today and found that tickets that were created yesterday evening and this morning have randomly assigned themselves as if round robin has been enabled? No config changes have been made but our tickets went to agents rather than our unassigned queue. Nothing on the audit log just the ticket creation

Hi everyone,

What is best practise to hide service accounts and admin accounts from halo?

I see the options:

User is active show in lists

Server user

What do you guys prefers?