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I want to add expected task duration and one start date with dependancies and I feel that should create the gant chart for me. is that possible?

Autotask user here, looking at implementing Zomentum. Great runthrough of how the integration works from a sales perspective. 100% what I was after, thanks very much.

Really helpful again guys, thanks!

Thanks for shining a light on what we're up to Chris - and for the great questions. Look forward to the next one! 😎

Hi, is there a way to make banner note make hidden or options to make it visible or not visible

Huge help! Dankie my maat.

this is cool, in relation to a "project" how can you get it to print all project tickets to a single PDF via a single click?

*Promo SM*

Very informative. thanks

Hi Chris, great video, very useful. You mentioned at the end that you can change the order that they appear but this only seems possible for tickets in the technician portal. It does not look like it is possible to change the order of the fields in the client portal and they just appear in alphabetical order which is not ideal. Am I missing something?

Where you consigned the MacBook to replace it because it was faulty and moved the stock to the customer. How do you do it in return so move the asset from the customer back into stock (we repaired it, user error they didn't charge it) so we can reuse it as a spare/replacement

Great video, do you have a section on importing stock takes?

i just started this video so forgive me if you answer this: do you make your clients a department? if i have 10 clients and i want to see them as a "organization chart" do i make them their own organizations, departments? or do i just leave them as clients? also is my personal company the only organization? apologies if i didnt word this thoroughly. thanks in advance.

Im confused, does the integration only copy over billing codes? meaning i need to create a separate billing code (service code) in Autotask for each service i have in Autotask? for example: Microsoft 365 Premium > new service code: Microsoft 365 Premium?

It is possible to do this per company client portal? Let say I have specific questions during the new user creation that applies to a client in specific.

On the next QA session can you talk about tech/service desk management? Best practices and configuration. Our service manager is having a challenge moving from ConnectWise where we could see clearly on the dispatch board progress. Maybe go into ticket scheduling, monitoring progress, how to catch missed appointments or techs running late. Any input would be awesome.

Are you able to create a global dashboard that can be automatically filtered based on the customer? e.g. an opened tickets per month global dashboard that can be provided access to all customers. that automatically limits the viewable records to only that of the customer viewing the dashboard within the portal?

The reason that you were getting the duplicate message when placing the asset tag initially was potentially due to the 2nd and 3rd fields having Macbook 2 filled out

Just want to say thanks Chris for your efforts on creating the series. Appreciate your help.

Thank you for these series! We are in the process of switching from Syncro to Halo. In Syncro we auto-generate invoices and auto-settle them with Stripe CC integration. Zero effort on our end and never had a problem. We transfer total sales figures to our QuickBooks online at the end of each month since our bookkeeper said no need to duplicate invoices in two separate platforms. QB just needs to know money we collected. I'm finding Halo lacking compare to Syncro when it comes to handling automatic payments.

Great stuff Chris. Thanks for getting Mr. Halo on these videos cause the guy is a wiz! Now, just wish they had a full sql schema published, so one can wrap their heads around doing their own custom reports. great content though Chris!

Is it possible to use the board view as default as a dashboard widget? My intention is that when my dashboard loads up, the first thing I see is the board view without having to click into anything

Hey, can I get a link to the database schema? It looks like it wasn't included (or I missed it). Cheers, mates. Love your series.

Nice video. Where is the video between 10 and 11 wich talk about project task and budgeting? its not in 10 and you start 11 by telling that we have seen that previously. Thanks again

Great Video, thanks for sharing. Adding a consignment description to every item every time we spec a new laptop sounds tedious. Is there no way to automate this?

This series is priceless for new and existing Halo users. Thank you so much!

Where can I find part 1 and part 2?

Thank you so much for posting this! I just went through and was able to integrate QBOL and Autotask. I have some deeper things to configure but will be in touch for consultation. I listen to your podcast as well and it really makes me think about the possibilities of Autotask and automation. Thank you!

Another brilliant video. Easy to implement and clear instructions on how to do this!

This series has been really useful, but one thing I've noticed is we seem to be missing some of the functionality within the workflows you have been discussing. I'm guessing we may be on an older version of Halo. I would be useful to preface these videos with the build version you are using so if something is missing and we are behind on build version, we know we need to update or wait for stable to updated.

If you don't have project task's as an option do you need to create them as a ticket type?

Looks great I am getting an error " Something went wrong when querying ChatGPT - Response status code does not indicate success: 429 (Too Many Requests)."

Awesome jobs guys!

Hi, Chris--Great video! Are Boards only available for tickets and not projects?

'promo sm' 😀

Hi Chris Brilliant video and very informative, although I can see the thermometer rating changing, I cant seem to get the free text feedback in to the notes section within the ticket. Any thoughts? Thanks

Will you be dropping more of these? Would like to see more content on a full HaloPSA rollout. Thanks for making these.

nice vid - audio a little quiet though.

Decent watch, but you failed to add resource information like his email address, or his blueprint guide that he offered.

We can set workflow rule or speed code as well.

Great video! My one suggestion would be to make it easier to locate your cursor. It's nearly impossible to find.

can you explain where its best to send invoices from and how that works in the context of this video, from Autotask vs from QBOL?

So excited to play with it this weekend when I get upgraded tomorrow! <3

A lot of the support issues we deal with on a daily basis are user errors during business processes. It would be interesting and cool if we could train GPT on our Business processes and it could recognise this and guide People on the right path etc.

I'm using the trail, I don't see that integration, is that not an option during the trail?

Very impressive. Can't wait for this to be improved and use more Halo data like previous ticket data, knowledge base and asset data.

Great content as usual, Chris. I watched this on a Monday night and implemented today, 2 days later, thanks to your concise guide. You the man as always!!

Is there a way to show all previous completed tickets on the AT client portal?

Awesome work!

Awesome vids