By the [run]Book: Episode 4 - v2.192

In Episode 4 of By the Run Book, the team digs into HaloPSA v2.192 with a mix of technical deep-dives and practical tips for MSPs. Robbie and Mendy walk through improvements in holiday approvals, contract schedule plans, and important security updates like webhook authentication. They also explore quality-of-life changes in ticket type restrictions, AI suggestions without an AI license, and new admin mode controls. To wrap up, Robbie demos his “Quick Ticket” browser extension for lightning-fast ticket creation without breaking your workflow. Whether you’re streamlining internal processes, tightening security, or speeding up ticket logging, this release has something to improve your day-to-day.

3:55 - Multiple minor improvements to Holiday Approvals
7:01 - Multiple minor changes to improve Contract Schedule Plan functionality
13:40 - An endpoint has been added to allow Federated Credentials to be updated more easily
14:30 - A setting has been added to Quotation Configuration so that when a Customer uses the Quote Signature field, the image of the Signature will have whitespace removed/trimmed
17:17 - The Filter for the Labour/Project lists in Ready For Invoicing will now apply to other billable entities but only Top Level and Customer will be able to be used, and other criteria will be ignored
19:34 - Integration and webhook improvements
22:17 - Charge Rate restrictions have been added to the Ticket Type "Allowed Values" tab
24:48 - Allowed usage of AI Suggestions feature without needing an AI integration
31:55 - Admin Mode' security improvement added
35:52 - Added Load Balance limits by Team
36:00 - Improvements to the Forecasting Module
39:05 - "Enabled for Instances" option added to notifications and webhook/runbook events
39:32 - Added the option to disable editing of config tracked entities
40:26 - Added sprints to config tracking
41:40 - Added a ticket setting for the ability to filter ticket types on the new ticket screen by ticket type group
47:20 - You can now show/hide more User system fields in Screen Layout Profiles for the User entity
47:46 - You can now add new Contacts on existing Customer Opportunities via the Contacts tab
48:06 - Added 'Owners' and 'Assets' as reportable fields on article type query builder queries
48:15 - Added the $-LOGGEDINAGENTSIGNATURE variable
48:53 - Added unit prices to Product Bundles on Quotes
49:48 - Added option to restrict new tags from being created on articles. If enabled, this will only allow selection of available article tags
49:57 - You can now have the primary agent, secondary agent & account manager added as additional agents when logging a ticket
53:04 - Added the ability to Countersign Quotations
53:55 - A prefix can be added to $ variables that will only populate when the $ variable contains data.
55:21 - Quick ticket setup

Join consultants from Renada and Rising Tide as they take on the latest features from HaloPSA. Anything BUT "by the book," we break down release notes, challenge the defaults, and explore what’s possible between the lines.

Видео By the [run]Book: Episode 4 - v2.192 канала Rising Tide