By
El Copeland
February 28, 2025
•
20 min read
Professional Development
Business
Ripe for the Picking: Maximize your Conference ROI
Answer a question for me, and be honest.
When you sign up to attend a conference, what is the point?
I would guess that your answers, with a varying levels of importance, include networking with peers, expanding your knowledge, getting insights on latest trends, meeting vendors or influencers you’ve been following, and having a few nice meals or drinks in a city you don’t often visit.
Did I get it right?
Ok, follow up question. Think back to the most recent conference you attended.
Did you accomplish what you wanted to when you signed up in the first place?
It’s ok, this is a safe place.
There are a variety of reasons a conference may feel like a bust to you. Maybe the speakers had an off day (or in reality weren’t as good as you hoped). Maybe the session synopsis wasn’t an accurate reflection of the actual content provided. Maybe you were up too late the night before and accidentally slept through the sessions you were most looking forward to.
Or maybe, maybe, you experience what I have, which is that everything went perfectly: you attended all sessions, cheered when you were supposed to, participated in meaningful conversations with peers and mentors, had an uneventful trip home, and yet, something still feels wrong.
While exhilarating, at the end of these trips I’m exhausted, and yet the horrors, er, I mean, responsibilities wait for me. Those good ideas and clever tools quickly fade away, only to resurface in the occasional conversation, but rarely through intentional practice.
And then, you look at the budget. Between travel, meals, the conference pass, and your time away from work, attending a conference is a true investment.
With networking, sessions, and vendor conversations, how do you actually implement your investment into what you've learned, follow up with the people you’ve met, or pursue that tool that's going to change your life?
I have some thoughts on that. But first, let’s talk about gardens.
On gardens, goals, and going to conferences.
When planning any event, project, or goal, I'm sure you’ve heard someone wryly cite Murphy’s Law (“Anything that can go wrong will go wrong”) or quote the poet Robert Burns: “The best laid plans of mice and men oft go awry.”
The implication? Don’t plan too much, just go with the flow. If you don’t plan, you can’t be disappointed.
I hate it when people say that. And not just as a driven, technical, successful person. As a practical, down-to-earth person with a garden in my front yard, it’s the quickest way to tell me that you’re out of touch with reality.
Let me paint you a picture using tomatoes (or another delicious fruit of your choosing).
Every tomato gardener and farmer plants with the end goal in mind: a beautiful, bumper crop of brilliant red tomatoes, sun ripened and perfect for sandwiches, sauces, and salads.
But you don't just plant the seeds and immediately get the fruit. A full growing season looks like this:
- You choose. You choose your tomato variety according to those that suit your palate, use-case, length of growing season, and environment. In Georgia, we have a much longer growing season than my friends in Ohio, so I can easily plant larger and slower growing varieties than they can, maybe even twice in a growing season!
- You plant. You plant them at specific times depending on the maturity of the product (are you using seeds or saplings), how much time you have before average last frost in your area, and your growing situation (is it indoors, in a greenhouse, or outside in the ground?)
- You protect. As they grow, you watch them for signs of distress and you protect them from pests or problems. You smash caterpillars, prune judiciously, and trellis them early, giving them their best chance to provide good fruit. You watch for Volunteer Plants and determine if you want to keep them or weed them out to focus on your main crop.
- You actively invest. You water and feed your plants meticulously. As the fruit ripens, you wait for the color to deepen and the right time to pull them from the vine. The trellis you put up earlier has given you places to tie branches to if the fruit gets too heavy.
- You harvest. If you’ve done it right, you have too many to eat before they go bad and will scramble to find friends, neighbors, and co-workers to gift them to, ways to preserve them through canning or drying. Otherwise, you may have to leave them to rot on the vine.
- You do it all again. And then, at the end of the summer, when the plant is spent, you have to decide what to do with what is left on the branch. Perhaps there are ones the birds got to before you, rotting on the ground. Perhaps there is a slew of green tomatoes that you can pull and make a meal of. You also need to decide what you will plant next, and if the soil is ready for it.
Life happens. Just because I planted tomatoes doesn't mean I harvest tomatoes.
Just because I put a trellis up for my tomatoes doesn’t mean I can dictate where each branch will weave and grow. It just means there is a structure there for it to fall back on when things literally go sideways.
When you know what success looks like (a full, healthy tomato plant with brilliant red fruit), you can iterate from there or return to it when things inevitably go wrong, like needing to tie the branches that have gotten too heavy.
The goal is rarely perfection, but consistency and accountability so you can gain the literal benefits of the fruit of your labor. This metaphor on gardening is something I apply in both my personal and professional life (Starting Seeds: Episode 1 - Let's Grow!), but it’s especially critical at conferences. Conferences are fast-paced, exhausting, and packed with information. It’s easy to get caught up in the moment and never actually apply what you’ve learned, leaving beautiful tomatoes rotting in the sun.
Pre-planning and setting your intentions not only help you stay focused but also gives you more flexibility. Ironically, preparation makes it easier to pivot when plans shift. It also gives you the mental clarity to clean up at the end of the season and better prepare the soil for what you want to do next.
So join me in our figurative conference gardens and let’s look at how we can better set ourselves up for success and that bumper crop of good ideas for our businesses, communities, and personal growth.
Visualize your success and plan accordingly.
One of the unspoken lessons that underpins our analogy about tomatoes is that time matters. Setting small things in motion early on allows for success because there are other parts of your environment (sun, rain, pollinators) that can do the work while you’re not actively thinking about it.
- Pick your Seeds. Set Your Intentions.
- Read the agenda. Look at the sponsors, look at the session summaries. Consider the Pre-Day learning opportunities or certification add-ons.
- Determine your big goals. Are you looking for new tools, career development, networking, industry insights? What does a successful event look like to you?
- Consider other special aspects of this event. Who do you want to meet? What do you want to learn?
- Talk with Your Team. Sometimes knowing what your colleagues are interested in learning from a conference makes you more engaged with topics you’d otherwise overlook.
- Prepare the Soil. Pre-Prep what you can.
- Plan out the Schedule. Drop sessions you wish to attend into your calendar or export them from the app. Plans will change—document why they did! That insight is valuable.
- Identify your Tools. What will you use for note-taking, for connecting with others, or for making your life easier during this trip? Do you need to make business cards, pack company shirts, or a battery to charge your phone and tablet after a long day of sessions?
- Lay out your trellises. How can you take ordered notes instead of scribbling on the back of business cards or sale sheets? I have a template in OneNote that I’m sharing, if you’d like a place to start (find it at Doodles or Data: A Conference Note Survival Guide). Maybe you use a nice AI transcription tool like PLAUD.AI or Otter.ai. Make sure your devices are charged and there aren’t rules about recording at that event or session.
- Evaluate the Spacing. Don’t Overcrowd.
- Make sure you’re not overcommitting. Roots need to go deep for successful plantings, in both business and the garden. Review the schedule and give yourself breathing room to meet other people, even block off hours you should be in your room sleeping!
- Communicate with people who may need you. At Rising Tide, we expect our team members to attend at least 75% of the sessions. Therefore, it’s important to let customers and colleagues know you’ll be offline.
Tend to your goals and protect them with vigilance.
Watch what you’ve planted and care for it. That means using wisdom to prune, weed, stake up and feed your garden as needed, with a careful eye for success. I had to remove the word "ruthless" at least three times in this section. While the word is gone, my sentiment remains and I encourage you to use it freely in this section where I say "careful, intentional, test, focus...": you are the protector of your business and your ideas. One of my favorite sayings is, "If everything is important, nothing is important." What is important? Be intentional about focusing on that and letting everything else go to the wayside.
- Prune ideas with precision. Don’t just mindlessly consume.
- Take notes, but don’t try to be too thorough. Focus on engaging in the sessions, ask questions, and write just enough to help jog your memory or find the source information later.
- Test everything that is said. Does that check out to you? Do you have further questions? Throw out the bad stuff, keep the good.
- Squash Bugs, Pull Weeds that are leeching your time.
- Limit Distractions. Set aside time in the morning or afternoon for minimal client work but remember—you’re here to learn and connect with the environment at the conference.
- Sometimes the distractions are good things. Above, I mention volunteers in the garden. Sometimes the plants that grow are viable and welcome additions to your investment. Only you can determine if splitting resources between those bonus plants and your intended produce is worth chasing. Be careful about your time and energy, but be gracious and understand that sometimes it's the surprising things that come up naturally are the most hardy and equipped for your garden!
- Tell people no. This one is really tough, but be intentional about doing so and do it kindly! You're here to learn and grow as a person AND a business. Learn how to identify what is adding to your experience and what is just a distraction.
- Trellis liberally. Return to the structure you created as necessary! It’s ok if you miss a session because you were talking to someone in the hallway. It’s ok if you get up and leave a session because it’s clearly not a good fit. Again, it’s not about perfection, it’s about the end goal.
- Add Water and Nutrients as Needed. Literally.
- Eat a vegetable. Drink water. Sleep. It’ll help your performance.
- Be moderate. You know what I'm saying. Have a good time, but keep first things, first. (And if you’re going to drink heavily, as your MSP Channel Big Sister, drink a glass of water in between each drink and take some B Vitamins, ok?)
Speaking of setting goals at conferences, Tara Rummer at Immy.Bot and Immense Networks, gave her insight in a recent conversation:
We always did a little powwow before events to discuss what sessions each of us would be attending. And during the event (and after) we would do check-ins regarding something we've learned from our morning or afternoon... Or maybe you met an awesome vendor or had a hallway conversation that stuck with you. All of that was fair game! Learning isn't limited to planned content!
I always kept the maximum to three things you learned that day because the amount of information you take in at events can be overwhelming. There are so many intelligent people talking about their passions and successes / failures.
Tara makes some great points, but specifically, this is a good place to mention the 3-3 approach, which can help you focus and fortify ideas or experiences, either by challenging you to do more or challenging you to do less! The emcee at Right of Boom 2025, Robert Cioffi, mentioned a version of this from the stage this year. At Rising Tide, I word it like this:
- Meet 3 New People. It’s tempting to only hang out with people you know already. When else do you get to spend time with a friend who lives on the other side of the world? That said, go out of your way to sit at a different table for meals, introduce yourself to people sitting near you in the conference hall, or add the keynote speaker on LinkedIn and tell her what you enjoyed the most about her talk!
- Find 3 “New” Products. Learn about (and limit it to) 3 new tools, services, or vendors you weren’t familiar with. How do these tools compare to other ones you’re familiar with? What do you NOT like about them?
- Identify 3 Points of Potential. What are 3 key insights you can bring back to the team that could impact your business or industry? Was there a common theme all speakers mentioned? A valuable phrase or saying that meant a lot to you?
Actively harvest the bounty.
What’s the point of a good tomato if you can’t take the first one and immediately slap it between some white bread with salt and pepper and mayonnaise? (By the way, the Duke's and Hellman's argument is wrong, it should only be Kewpie)
Often in a garden, the fruit comes to maturity in waves. It is up to us to determine what we want to do with it.
Back to Tara's experience at Immense and Immy.bot:
At the end of the event we would each come back with one or two large takeaways.... Something we'd like to try, a vendor we'd like to meet with, etc.
I've seen a lot of people come back from events and try to change everything all at once, which quickly caused dumpster fires within their teams. I've tried to put guardrails up to help guide the team a bit and keep them away from shiny objects.
Oof. Your team is your wealth and overwhelming them or frustrating them is a quick way to lose not just morale but efficiency! How can you, like Tara, put up guardrails up to protect their time?
For me, the heart of this is to take the key things you learned and actually celebrate and use them!
- Harvest, sort, and enjoy the fruit.
- Do it yourself, first. For me, I personally set one hour aside to complete this step, either on the flight home or first thing in the office with a fresh cup of something warm. It is low-dopamine and I’m often tired, but this is super vital and what all the other “steps” have led to. Just do it. Finish strong and power through, don’t get distracted.
- Analyze your Notes. Fill out the notes that you only half jotted down. Use a generative AI tool to analyze the entire event and sessions including your notes. Highlight and pull-out questions you may have asked, or tools mentioned that you’d like to research further.
- Review with your Team. If my team is with me, we set time aside to accomplish this step before we leave the event.
- Share the bounty. Conversations that spring from teaching others often lead to better understanding of the content and also better and stronger ideas! Do so liberally!
- Teach your team in a team meeting what the best things you learned were.
- Share with community. Write a blog post, film a reaction video, or post insights on LinkedIn.
- Preserve what you cannot use and be ok letting some go. You are going to come up with so many ideas. Take the good ones that you can implement now (literal “low hanging fruit”) and be intentional about setting a timeline for returning to the other ideas.
- Put good ideas worth implementing later in a meaningful place, like a project board in your PSA or another collaborative note-taking tool.
- Not every good idea is able to be executed with your current time and resources. And that is ok. You can always grow more, and composting puts those nutrients back into your garden as soil amendments that can feed the other ideas you have!
- Some ideas aren't good for now, or this season. Intentionally putting them aside means they can actually be ready when the time is right.
Make your plans for what is next.
In the end, sometimes you end up harvesting something that you didn't expect, but that worked out.
Did you see my photos about tomatillos? I didn't even plant those and they kept our home fed that entire summer. What did I learn? Next time, I'll only keep two plants so they don't overtake my garden!
So, how did this harvest go? What can you do better next growing season?
- Honestly Review the Harvest.
- Did you pick the wrong seeds for your business needs? Which sessions were worth it? What didn’t you agree with? Should this conference be on the calendar next year? Were you the best person to attend, or should someone else on your team go next year?
- Was this completely the wrong fruit to grow? There are so many events you could attend, within our industry and industry adjacent. How do you choose and how do you vote with your money and energy, on which ones are actually building our industry and which ones are detracting from it? A large portion are just dog-and-pony shows, built to capitalize on FOMO, with smoke and mirrors, and to send you home on a high that you may never match. Are you actually getting what you need out of these events, or are you the product?
- What should you do differently? You know what they say: do what you've always done and get what you've always got. Expand your horizons based on your business goals. If you're looking for a good place to start, I've attended, volunteered for, and spoken at MSPGeekCon – A Conference for MSPs by MSPs since its inception in 2023. If you're looking for a conference that is going to teach you and your team as the core focus, get your tickets for their upcoming 3rd year at MSPGeekCon 2025 Registration.
- Follow Up on things that will support your future Gardens. I hate to make this one so trite. But like, just do it. Make a plan and execute it. Connect with people you met on LinkedIn, send emails to continue conversations with vendors, implement ONE thing from the conference into your process, and turn other notes into clear action.
- Prepare the Soil for next year.
- What can you do now? Do you need to lay a cover crop, plant a complementary plant, or turn it over and add fertilizers or amendments? (What do you need to do to invest in your business NOW so it can be more receptive next season?)
- Should you do nothing? Do you need to let your soil lay fallow for a season to regain balance? (Maybe you’re adding too many things and you should work on maintaining what you have before adding anything else)
- Should you change your approach? Do you need to move where you plant that crop to a different area on your property with better drainage or sunlight patterns? (Maybe your market doesn’t even want what you have to offer and you need to rethink your focus.)
- Should you do something completely different? Do you need to evaluate why you were planting in the first place and maybe you just want to be a goat farmer? (Is this even what you want to be doing? Should you be prepping someone else to do this or lead?)
Put your effort where it rewards you.
At the end of the day, a garden only succeeds with the right combination of time, resources, and attention.
And a conference is exactly the same way. It is truly only as valuable as the effort you put into it.
Let’s face it, we’re all exhausted and it’s easy to be a consumer. It’s easy to just go to the grocery and pick up a beautiful tomato that someone else made.
It’s easy to only meet with people or vendors you already know and like. It’s easy to just take what people give us and check a box saying we attended an event. It’s easy to mindlessly take in what you’re being fed – to not question it, to not challenge it, to not chew it up and consider if it actually serves you or not before swallowing the meat, fat, and gristle in one bite.
I propose to you, friends and colleagues, that you can attend every session, shake every hand, and still walk away having wasted your time and money if you’re not actively tending the garden and harvesting the fruit in your personal and professional life. It is vital that you consider your agency and power in controlling your own growth and own destiny. We must be intentional with our time and resources if we are to harvest the best fruit.
Lastly, if this speaks to you and you attend conferences for the content, I intend to create a conference content webinar that reviews conference material and gives people a chance to ask questions and to determine what action could and should look like following conferences in our industry. Find me on LinkedIn and let’s talk about collaborating and making this happen together or come find me at MSPGeekCon!
I look forward to continuing to tend to our industry, together.
Love,
El
As Partner and Business Consultant at Rising Tide, I help organizations align culture with efficiency, bridging the gap between strategy and the everyday systems that make it work. I’ve spent my career leading diverse, cross-functional teams and building communities where people actually want to learn and collaborate. With roots in technology, education, user experience & design, and project management, I specialize in turning complex ideas into clear, actionable plans that keep both people and projects thriving.
Outside of work, you’ll usually find me weight-training, gardening, or rewatching Doctor Who with a cat in my lap.
See some more of our most recent posts...
By the [run]Book: Episode 22
HaloPSA v2.216 delivers several impactful improvements for MSPs, including new SLA-aware database functions, enhanced integrator troubleshooting tools, OAuth token refresh controls, improved sensitive ticket permissions, and expanded invoicing flexibility. Episode 22 continues reviewing features in 2.216 while highlighting the changes that will have the biggest day-to-day operational impact.
Read post
Episode 22 of By the [run]Book dives deep into HaloPSA v2.216, covering a wide range of enhancements across reporting, integrations, invoicing, ticketing, assets, and automation. Connor and Mendy spend extra time unpacking new SLA-aware database functions, improved integrator troubleshooting, OAuth token management, sensitive ticket controls, and several quality-of-life improvements that make Halo easier to administer and automate. This episode is particularly valuable for MSPs looking to improve reporting accuracy, streamline integrations, and gain better visibility into backend processes.
Watch Now: By the [run]Book: Episode 22
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.
Important Mentions
New database functions have been added to be used to calculate time between dates | v2.216 #1083601 | 2:17
One of the most impactful features discussed in this episode introduces new database functions designed to calculate working time between dates using Halo's own business logic.
- Enables SLA-aware reporting calculations.
- Accounts for working hours, holidays, and SLA calendars.
- Simplifies SQL reporting that previously required complex logic.
- Particularly useful for custom reports and analytics.
Why it matters: MSPs building advanced reporting can now calculate true business time rather than relying on raw SQL date math.
Added two additional options to the tickets setting 'Sensitive Ticket restrictions' | v2.216 #1056127 | 22:45
Sensitive tickets gain more granular visibility controls.
- Additional restrictions for end-user visibility.
- Additional restrictions for agent visibility.
- Better handling of confidential or executive-level requests.
- Improves internal governance and privacy controls.
Why it matters: MSPs supporting executive teams or handling confidential projects gain stronger access controls.
Integrator log columns ID and config ID are now filterable | v2.216 #1039846 | 33:06
Connor and Mendy highlighted this as one of the most valuable operational improvements in the release.
- Makes troubleshooting Halo Integrator jobs significantly easier.
- Allows administrators to filter logs by specific integration configuration.
- Simplifies debugging failed syncs.
- Reduces time spent searching through large log files.
Why it matters: Faster troubleshooting means less downtime and quicker resolution when integrations fail.
Custom integrations that use OAuth 2.0 now have a button to clear the access/refresh tokens, allowing permissions to be refreshed | v2.216 #1029548 | 45:49
This feature received strong praise from both hosts.
- Allows OAuth tokens to be cleared without recreating integrations.
- Makes permission testing much easier.
- Eliminates the need to duplicate integrations during troubleshooting.
- Simplifies development and integration configuration work.
Why it matters: Anyone building custom integrations or working with APIs will immediately appreciate the time savings.
Full Feature List
New database functions have been added to be used to calculate time between dates | v2.216 #1083601 | 2:17
This feature introduces new database functions that calculate time between dates while respecting Halo's working hours, holidays, and SLA schedules. The hosts highlighted this as one of the most impactful additions in the release for reporting and analytics.
For MSPs building custom reports, this removes much of the complexity previously required to calculate true SLA working time instead of relying on standard SQL date calculations.
When using the new storage data method, Text custom fields will now be extended up to 1000 characters | v2.216 #1083130 | 4:36
Text custom fields created using the newer storage method can now support up to 1000 characters instead of the previous 255-character limitation.
The team discussed real-world examples where long URLs, call recording links, and integration data would previously be truncated. This change reduces the need to switch fields to Memo types simply to accommodate longer values.
Action Group configuration has been added to the menu options at Configuration > Tickets, as well as being added to the Action configuration | v2.216 #1082462 | 6:08
Action Group configuration is now surfaced more prominently throughout the Halo interface.
This doesn't introduce new functionality but makes Action Groups easier to discover and manage by exposing configuration options in more logical locations.
Quotes will no longer be automatically expired if they have a Status that is either used as "Closed" or "Accepted" | v2.216 #1080343 | 7:32
Previously, accepted or closed quotes could still transition to an expired status once their expiry date was reached.
This fix prevents completed quote statuses from being overwritten later, resulting in cleaner sales reporting and a more accurate quote lifecycle.
Added a new Mail Campaign Type: Nurture Campaign - Scheduled | v2.216 #1080219 | 8:29
Scheduled nurture campaigns can now periodically re-evaluate recipient lists rather than only processing the list when the campaign initially launches.
This makes nurture campaigns much more practical for dynamic marketing lists where recipients may qualify after the campaign has already started.
You can now use $ChatTranscript on a Ticket at any time when there is a linked Chat with a User | v2.216 #1079619 | 10:21
The Chat Transcript variable can now be referenced whenever a linked chat exists for a ticket.
This provides more flexibility when building templates, notifications, automations, and workflows that need access to chat history.
Added $_INVOICELONGDESC to the available variables that can be used during pro-rata creation | v2.216 #1079617 | 10:57
A new variable has been added to support invoice long descriptions during pro-rata calculations.
The hosts spent time discussing how this improves consistency between invoice line descriptions and prorated billing entries, helping produce clearer invoices for customers.
Added a setting to only apply date validation upon creation of entities | v2.216 #1075315 | 14:40
Date validation can now be restricted to the creation process only.
This allows administrators to make changes to records later without triggering the same validation requirements that applied when the entity was originally created.
Added the permission "Can Override Device Change Who" | v2.216 #1072389 | 15:23
A new permission allows the recorded user associated with device change tracking records to be overridden.
The hosts noted this introduces additional flexibility but also raises questions around auditing and accountability, so it should be used carefully.
Added the option "Visible - Read Only" to asset type system field settings | v2.216 #1069805 | 17:05
Asset system fields can now be configured as visible while remaining read-only.
This helps expose important information to users without allowing accidental edits.
Added a setting to enable customer specific agreement reference generation | v2.216 #1068707 | 17:22
Agreement reference numbers can now be generated on a customer-specific basis.
Organizations with structured naming conventions may find this useful when managing multiple agreements across different customers.
It is now possible to enforce uniqueness for asset fields per asset type | v2.216 #1067257 | 18:28
Asset custom fields can now be configured to require unique values.
This is particularly useful for:
- Serial numbers
- Asset tags
- External identifiers
- Device reference numbers
It helps improve data quality and prevents duplicate asset records.
Sage Intacct Entity mapping defaults and manual settings are now available across more entities | v2.216 #1062134 | 19:10
Sage Intacct mapping capabilities have been expanded to additional entities.
This improves flexibility for organizations integrating HaloPSA with Sage Intacct accounting workflows.
You can now map Halo Custom Fields to Sage Intacct fields where mappings are available | v2.216 #1062129 | 20:34
Custom field mapping support has been extended within the Sage Intacct integration.
This allows more business-specific data to flow between HaloPSA and Sage Intacct.
Added a setting to Users Settings > Defaults to determine if a new Users' username should be set to their Email or not if there is already a User at the Site with the same Username | v2.216 #1060115 | 20:46
This setting helps determine how duplicate usernames are handled when new users are created.
The hosts generally felt most organizations would likely continue using traditional username formats rather than switching to email addresses automatically.
Added two additional options to the tickets setting "Sensitive Ticket restrictions" | v2.216 #1056127 | 22:45
This was one of the more significant ticketing enhancements discussed during the episode.
Sensitive tickets now support additional visibility controls for both end users and agents.
This helps organizations handle:
- Executive requests
- HR-related tickets
- Confidential projects
- Restricted internal discussions
Added settings to group by Agent Status in the Treeview, and to show a grouping of Agents by Status to Ticket Areas | v2.216 #1056112 | 25:43
Treeviews can now group agents by their availability status.
Dispatchers and service coordinators may find this particularly useful when reviewing ticket assignments and resource availability.
Added a setting for Asset Custom Buttons to disable the runbook queued confirmation popup | v2.216 #1054838 | 26:19
Asset custom buttons can now suppress the runbook queue confirmation message.
A small but useful quality-of-life improvement for heavily automated workflows.
Added a Chat flow action which can retrieve data from the User's browser local storage and map to Ticket or Chat Custom Fields | v2.216 #1054416 | 26:40
Chat flows can now retrieve information stored within the user's browser and map that data into Halo records.
The hosts discussed potential use cases while also noting the broader security considerations associated with browser-side data access.
Allowed non-integer IDs for multi-select custom fields | v2.216 #1054352 | 28:54
Multi-select custom fields are no longer restricted to integer-based identifiers.
This improves compatibility with external systems that use GUIDs and other non-numeric identifiers.
Added new $ variables for Client Mention notifications | v2.216 #1045900 | 30:07
Additional variables have been added for Client Mention notifications.
This supports richer notification templates and more contextual messaging.
Added "Mailbox" field to Ticket Types to allow Agents to set the default mailbox when creating new Tickets | v2.216 #1044902 | 32:28
Ticket types can now define a default mailbox during ticket creation.
This provides additional control over ticket routing and mailbox selection.
Integrator log columns ID and config ID are now filterable | v2.216 #1039846 | 33:06
One of the standout features from the episode, this enhancement makes Halo Integrator troubleshooting significantly easier.
Administrators can now filter logs by configuration ID, making it much simpler to locate and investigate integration runs.
For MSPs managing multiple integrations, this can dramatically reduce troubleshooting time.
Variables used in Runbooks can now be JSON escaped using the following format - ##jsonstringify##<<ticket^example_field>>##/jsonstringify## | v2.216 #1037026 | 38:42
Runbook variables can now be JSON-escaped before being passed to external systems.
This helps avoid formatting issues when sending structured data through APIs and automation workflows.
In the config commit list view, agent names will now display the stored name for consistency across instances | v2.216 #1032902 | 39:54
Configuration commit history will now display stored agent names consistently across linked instances.
A small but welcome improvement for organizations managing multiple Halo environments.
Added the v2 invoice merging method to allow more customisable merging options | v2.216 #1032275 | 40:15
A new invoice merging method introduces additional customization options for invoice generation.
The hosts noted that this feature introduces significant complexity and should be thoroughly tested before being adopted in production billing processes.
Service status improvements to the Self Service Portal | v2.216 #1031911 | 42:27
The Self Service Portal now includes improvements for displaying service status information.
Organizations maintaining customer-facing status pages may benefit from improved visibility during outages and service disruptions.
Custom integrations that use OAuth 2.0 now have a button to clear the access/refresh tokens, allowing permissions to be refreshed | v2.216 #1029548 | 45:49
Another major highlight from the episode.
Administrators can now clear stored OAuth tokens without recreating integrations.
Benefits include:
- Easier permission testing
- Faster troubleshooting
- Reduced integration rebuilds
- Simpler development workflows
For anyone building custom integrations, this feature alone can save a significant amount of time.
You can now use End Users and Site level Custom Fields on Ticket Column Profiles | v2.216 #1029518 | 47:36
Ticket column profiles can now display End User and Site-level custom fields.
This allows additional business data to be surfaced directly within ticket lists and views.
Added runbook ID as a filterable column on the integration runbook list view | v2.216 #1029237 | 48:32
Runbook IDs can now be used as a filterable column within integration runbook views.
A small administrative improvement that makes locating specific runbooks easier.
Add new Ticket Notification triggers for when there have been no Actions on a ticket for X hrs/days | v2.216 #1021268 | 48:48
New notification triggers can alert teams when tickets have been inactive for a specified period.
This may help identify tickets that have fallen through the cracks and improve follow-up processes.
A database table has been added named "InvoiceCreationTrace" that will be used to record what happened during Invoice creation from the Ready For Invoicing lists | v2.216 #1013403 | 49:49
Invoice creation now generates trace records that can be used for troubleshooting and diagnostics.
The hosts highlighted the importance of additional visibility into billing processes and invoice generation logic.
Added an end date column for software licences | v2.216 #1013163 | 51:38
Software licence records can now display an end date column.
A straightforward improvement that provides better visibility into licence lifecycle information.
Added ticket type groups to change tracking | v2.216 #1009333 | 51:47
Ticket type groups can now be leveraged within change tracking functionality.
This complements broader improvements around ticket grouping and permissions management.
You can now set automatic invoice reminders | v2.216 #1008361 | 54:10
Automatic invoice reminders can now be configured directly within Halo.
This helps reduce manual collections work and provides a more consistent accounts receivable process.
Added a setting 'approval delegation when out of office' to user settings | v2.216 #1005500 | 55:47
Approval requests can now be automatically delegated when a user is marked out of office.
While relatively simple today, the hosts discussed how this may become increasingly valuable as Halo continues expanding its out-of-office functionality and approval workflows.
By the [run]Book: Episode 21
Episode 21 of By the [run]Book covers the final features from HaloPSA v2.214 and the start of v2.216, including major improvements to forecasting, category restrictions, auditing, integrations, email handling, and technician workflows. Mendy and Connor break down practical MSP use cases, hidden configuration risks, and operational tips for getting the most out of the latest Halo updates.
Read post
Episode 21 of By the [run]Book dives into the tail end of HaloPSA v2.214 and the first round of v2.216 updates, with Mendy and Connor unpacking practical MSP use cases, hidden configuration gotchas, and workflow improvements. Highlights include forecasting enhancements, category group restrictions, Datto RMM multi-tenancy, auditing improvements, ticket timer widgets, and advanced email handling settings that can dramatically impact service desk operations. This episode is especially useful for Halo administrators refining automation, billing accuracy, integrations, and technician workflows.
Watch Now: By the [run]Book: Episode 21
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.
Important Mentions
Improvements to forecasting | v2.214 #701659 | 31:48
Forecasting in HaloPSA received a major usability improvement by automatically calculating forecasted hours from estimated project task time.
- Forecasting no longer requires manual hour entry
- Project workload visibility becomes much more accurate
- Helps service managers better plan technician capacity
- Forecast data now updates directly from project task estimates
- Significant quality-of-life improvement for project management workflows
- Connor and Mendy discussed how this reduces one of the biggest pain points in Halo forecasting
Added the option to restrict categories by Category Group | v2.214 #775657 | 25:12
Category restrictions can now be controlled using Category Groups instead of manually configuring every category individually.
- Simplifies ticket category management
- Reduces administrative overhead for large environments
- Makes workflow restrictions easier to maintain
- Particularly valuable for MSPs with heavily customized workflows
- Eliminates the need for repetitive category-by-category exclusions
- Called out as a “massive” operational improvement during the episode
Added cost field to Agent Roles | v2.214 #831614 | 19:55
Agent Roles now support assigning cost values directly at the role level.
- Enables profitability reporting without exposing exact technician salaries
- Supports role-based costing models (Tier 1, Tier 2, etc.)
- Improves margin reporting and service profitability calculations
- Useful for MSPs standardizing labor costing across teams
- Creates cleaner operational reporting structures
An option has been added to the Auvik Network import to ignore Networks with a Scan Status of “Unknown” | v2.216 #1093288 | 38:56
HaloPSA can now ignore “Unknown” scan status networks during Auvik imports.
- Prevents unnecessary or incomplete network objects from syncing into Halo
- Keeps asset inventories cleaner and easier to manage
- Reduces noise from partially discovered or transient network devices
- Particularly useful in large or segmented network environments
- Helps improve data quality inside configuration management
The global setting for “Add X-Auto-Response-Suppress header to emails” can now be overridden using Action level configuration to enforce the headers when the global setting is not enabled | v2.216 #1085470 | 49:41
Halo now allows email suppression headers to be configured at the Action level rather than only globally.
- Provides granular control over automatic reply suppression
- Useful for limiting noisy out-of-office or acknowledgment emails
- Allows specific actions to suppress responses without affecting all outbound email
- Helps balance automation control with email reliability
- Connor and Mendy strongly cautioned MSPs to test carefully, as improper configuration can unintentionally suppress legitimate responses or acknowledgements
Full Feature List
Added a Ticket setting that allows users to retain their selected tickets after completing a bulk edit | v2.214 #965079 | 1:38
This setting keeps tickets selected after completing a bulk edit, allowing technicians to chain multiple bulk updates together without re-selecting tickets.
- Helpful during ticket cleanup or spam management workflows
- Reduces repetitive selection actions during mass updates
- Mendy and Connor discussed using closure categories plus automation rules to handle spam/noise tickets more effectively
You can now create Mail Campaign Groups | v2.214 #963652 | 4:44
Mail Campaigns can now be grouped for organizational purposes.
- Primarily improves filtering and categorization
- Useful for separating marketing, advisories, announcements, and service notifications
- Current functionality is mostly organizational rather than operational
Asset software imported from Intune will now match to existing records based on the software's name instead of the ID | v2.214 #951596 | 8:01
Halo will now match imported Intune software records using software names instead of IDs.
- Reduces duplicate software entries
- Improves consistency during synchronization
- Important for MSPs maintaining clean software inventories
The Datto RMM integration is now multi-tenanted | v2.214 #950768 | 8:38
Multiple Datto RMM integrations can now coexist within HaloPSA.
- Particularly useful during mergers and acquisitions
- Supports phased RMM migrations
- Allows separate Datto environments to operate simultaneously
A setting has been added so that when sending an email from a Ticket that does not have a default mailbox set, the mailbox used will become the default | v2.214 #948587 | 10:16
Halo can now automatically assign the mailbox used during outbound communication as the ticket’s default mailbox.
- Helps avoid orphaned mailbox references
- Useful when old mailboxes are retired or renamed
- Connor recommended caution to avoid unexpected mailbox switching behavior
Added the ability to determine the asset type for assets imported from Snow in via rules or from a field value | v2.214 #898813 | 13:01
Snow imports now support dynamic asset type assignment.
- Asset types can be determined through rules or imported values
- Aligns Snow behavior with more mature integrations
- Improves asset categorization accuracy
Added a portal display name to services | v2.214 #897912 | 13:57
Services can now have a separate portal-facing display name.
- Allows internal naming conventions to differ from customer-facing labels
- Useful for client-specific service structures
- Keeps portal terminology cleaner and more user friendly
Asset resource booking improvements | v2.214 #859017 | 15:35
Asset booking functionality received multiple improvements.
- Added support for custom booking date ranges
- Improves scheduling flexibility for shared assets
- More relevant for internal IT and education environments managing loaner equipment
Added the option to have the ticket timer be a ticket details widget | v2.214 #832771 | 16:33
The ticket timer can now be displayed as a dedicated widget on the ticket screen.
- Makes timers more visible to technicians
- Allows SLA countdowns and timers to coexist in the widget area
- Improves UI flexibility in the newer ticket layout
Added cost field to Agent Roles | v2.214 #831614 | 19:55
Agent Roles now support a cost field.
- Helps MSPs model technician profitability at the role level
- Useful when organizations avoid exposing exact technician salaries
- Supports broader margin reporting strategies
Added the ticket setting “Only allow admins to clone tickets” | v2.214 #798650 | 22:22
Ticket cloning can now be restricted to administrators.
- Prevents accidental ticket duplication
- Reduces operational mistakes from inexperienced agents
- Adds additional governance controls to ticket workflows
Further improvements to the new single sign-on functionality | v2.214 #795061 | 22:59
Halo’s newer SSO framework continues to evolve.
- Supports multiple identity providers
- Includes generic OIDC support
- Useful for organizations centralizing authentication across systems
Added the option to restrict categories by Category Group | v2.214 #775657 | 25:12
Category restrictions can now be managed through Category Groups.
- Simplifies ticket categorization controls
- Reduces manual maintenance effort
- Particularly useful in complex workflow environments
Improvements to forecasting | v2.214 #701659 | 31:48
Forecasting received major usability improvements.
- Forecast values can now calculate automatically from estimated time
- Removes previous manual forecasting workflows
- Better visibility into future technician workload planning
Quotes & Purchase Orders are now audited | v2.214 #656127 | 36:34
Audit tracking now includes Quotes and Purchase Orders.
- Improves accountability and historical visibility
- Helps track changes made to financial records
- Valuable for operational compliance and approvals
Reporting Datasources now show dependent reports | v2.214 #579888 | 36:53
Reporting Datasources can now display which reports rely on them.
- Makes reporting maintenance significantly easier
- Helps prevent accidental datasource changes
- Useful for MSPs with large reporting libraries
Kaseya VSA X integration is now available | v2.214 #485469 | 37:02
HaloPSA now supports integration with Kaseya VSA X.
- Expands RMM integration options
- Useful for MSPs transitioning platforms
- Adds support for newer Kaseya environments
SailPoint IIQ integration is now available | v2.216 #977581 | 38:09
HaloPSA now integrates with SailPoint IdentityIQ.
- Supports identity and access management workflows
- Useful for security-focused organizations
- Extends enterprise authentication integrations
An option has been added to the Auvik Network import to ignore Networks with a Scan Status of “Unknown” | v2.216 #1093288 | 38:56
Auvik imports can now exclude unknown scan results.
- Reduces clutter from incomplete discoveries
- Keeps asset inventories cleaner
- Helpful for noisy or segmented networks
Customer Trading Name (Third Party Name) is now audited | v2.216 #1091545 | 39:58
Changes to Customer Trading Names are now tracked in audit history.
- Improves visibility into customer record changes
- Supports accountability and compliance
- Helpful during mergers, acquisitions, or rebranding
The setting to control how updating Cost affects Price or Margin has been updated to also work for Markup | v2.216 #1091171 | 40:11
Cost update logic now also supports markup calculations.
- Improves pricing consistency
- Helps maintain profitability models
- Useful for organizations standardizing markup workflows
An option (button) has been added to the Quote approval fields to allow a custom message to be shown before the signature input | v2.216 #1088692 | 41:47
Quote approvals now support customizable messaging before signatures.
- Adds additional instructions or disclaimers
- Improves customer communication during approvals
- Supports branded or compliance-focused messaging
A setting has been added that, when enabled, will balance the Contract and Billed hours when editing time entries | v2.216 #1087347 | 43:01
Time entry edits can now automatically rebalance contract and billed hours.
- Helps maintain billing consistency
- Reduces manual recalculation work
- Connor and Mendy recommended caution until behavior is fully validated
A setting has been added to Advanced Configuration to allow the Device table IDs to be generated using a new method to avoid errors when adding devices in multiple threads | v2.216 #1086633 | 45:22
Halo introduced a safer device ID generation method.
- Prevents ID reuse issues
- Helps avoid asset mismatches after reimports
- Important for large-scale asset synchronization workflows
The parameter bulkresponse=true can now be used when POSTs are made to the /fieldinfo endpoint to return a separate response for each object | v2.216 #1085574 | 47:46
The /fieldinfo endpoint now supports bulk response handling.
- Simplifies API integrations
- Improves parsing of large object sets
- Helpful for developers building advanced Halo integrations
JWT assertion can now be required as an extra security measure for Halo API applications using client credentials flow | v2.216 #1085535 | 48:04
Additional JWT validation can now be enforced for API authentication.
- Improves API security posture
- Aligns with stricter enterprise security requirements
- Supports more secure client credential flows
The status to be used for Alert closures from ConnectWise Automate can now be chosen on the Alert configuration of the Integration | v2.216 #1085481 | 49:32
ConnectWise Automate alert closures can now map to configurable statuses.
- Improves alert workflow handling
- Adds flexibility for automation-driven ticket closures
- Helps standardize service desk processes
The global setting for “Add X-Auto-Response-Suppress header to emails” can now be overridden using Action level configuration to enforce the headers when the global setting is not enabled | v2.216 #1085470 | 49:41
Halo now supports overriding email suppression headers at the Action level.
- Gives more granular control over automatic reply handling
- Useful for preventing noisy auto-responses
- Mendy and Connor strongly cautioned MSPs to test thoroughly before enabling globally
By the [run]Book: Episode 20
Episode 20 of By the [run]Book covers HaloPSA v2.214, highlighting practical updates across automation, integrations, and user experience. Key discussions include new dollar variables, improvements to Azure sync performance, and better control over portal actions. A great watch for MSPs looking to streamline workflows and get more out of their Halo setup.
Read post
Episode 20 of By the [run]Book dives into HaloPSA v2.214 with a mix of practical improvements and some quirky additions. Connor and Mendy walk through everything from new dollar variables and asset controls to Avalara fixes and portal enhancements—highlighting what actually matters for day-to-day MSP operations. This episode is especially useful for MSPs refining workflows, automation, and reporting accuracy in Halo.
Watch Now: By the [run]Book: Episode 20
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.
Important Mentions
Added ALLFIELDSCFQA dollar variable | v2.214 #1063336 | 5:48
Mendy and Connor noted this was very useful.
- Outputs custom fields only in Q&A format
- Perfect for onboarding/offboarding forms and portal submissions
- Cleaner and more usable than dumping all fields
You can now hide user action on the customer portal | v2.214 #1034684 | 18:22
Highlighted during the user action demo as a practical workflow improvement.
- Lets you use user actions via links without exposing buttons
- Keeps portal UI clean for end users
- Key for form-style workflows using “Link to User Action”
Added the ability to set colours for custom buttons | v2.214 #997636 | 44:35
Called out as a genuinely useful UI improvement.
- Helps visually distinguish important actions
- Improves technician usability in busy workflows
- Small change, but high day-to-day impact
Full Feature List
Start and end email subject matching tags have been added to the site "Email Matching" configuration that allows an alternate matching ID to be used | v2.214 #1064486 | 3:57
Allows more flexibility in how incoming emails are matched to tickets.
- Useful when third-party systems modify or strip subject tags
- Enables alternate identifiers beyond the default ticket ID
- Be cautious of misconfiguration causing duplicate tickets
Added the ability to an apply a template to an Asset via the API | v2.214 #1063514 | 5:23
Enables automation of asset configuration through API usage.
- Apply standardized templates programmatically
- Useful for onboarding and asset lifecycle automation
- Reduces manual setup for large asset imports
Added ALLFIELDSCFQA dollar variable | v2.214 #1063336 | 5:48
Introduces a new variable to output custom fields in Q&A format.
- Outputs only custom fields instead of all ticket data
- Cleaner formatting for forms and structured data
- Ideal for onboarding/offboarding workflows
Added More Asset System Fields to Device Change Tracking | v2.214 #1057703 | 9:08
Improves visibility into asset changes over time.
- Expands audit tracking for asset updates
- Useful for compliance and troubleshooting
- Better lifecycle visibility for managed devices
Added new $-POUSEREMAILADDRESS variable | v2.214 #1054124 | 9:20
Returns the email address of the user associated with a purchase order.
- Useful for billing and procurement workflows
- Helps automate communications tied to POs
- Reduces manual lookup of requester details
Various improvements to searching in the self-service portal | v2.214 #1054111 | 9:29
Enhances usability and visibility of search results in the portal.
- Displays result counts across categories
- Returns more granular service-related results
- Helpful for large or complex service catalogs
Added a setting to prevent configuration changes being pushed into an instance | v2.214 #1052480 | 12:22
Provides control over configuration synchronization.
- Prevents unintended overwrites in managed environments
- Useful for multi-instance or partner-managed setups
Improved the accuracy of popup notification displays when multiple rules match at once | v2.214 #1048194 | 12:33
Ensures correct popup behavior when multiple rules trigger.
- Reduces confusion from conflicting notifications
- Improves reliability of rule-based alerts
Added Ticket Source to the Query Builder | v2.214 #1047023 | 13:24
Makes ticket source available for reporting and filtering.
- Improves reporting on ticket intake channels
- Helps analyze email vs portal vs API usage
Added validation when setting email start and end tags in Email Configuration | v2.214 #1043864 | 13:37
Adds safeguards when configuring email matching tags.
- Prevents invalid or risky configurations
- Helps avoid ticket parsing issues
Distribution Lists can now be configured to send emails to all email addresses associated with a user | v2.214 #1040191 | 17:03
Allows distribution lists to target all email addresses tied to a user.
- Improves communication coverage for users with multiple emails
- Useful for shared inboxes or alias-heavy environments
- Reduces missed notifications
Transactions in Avalara will now be created with the customer name as the customer code | v2.214 #1038916 | 17:52
Improves clarity in Avalara transaction records.
- Replaces less meaningful IDs with readable customer names
- Simplifies reconciliation and reporting
- Reduces confusion during billing audits
You can now hide user action on the customer portal | v2.214 #1034684 | 18:22
Adds control over visibility of user actions in the portal.
- Keeps portal UI clean for end users
- Still allows backend workflows to use the action
- Ideal for link-based or automated user actions
In User settings, you can now hide the Top Level field on Account records. Additionally, you can set a default Top Level value for Account records | v2.214 #1032938 | 27:48
Improves flexibility when using Accounts and Prospects.
- Allows separation of accounts from standard client hierarchy
- Supports better reporting segmentation
- Useful for sales pipelines and CRM-style setups
You can now use the status field on an asset for dynamic field visibility on assets | v2.214 #1032001 | 30:05
Enables dynamic fields based on asset lifecycle status.
- Show/hide fields depending on asset state
- Useful for decommissioned or retired assets
- Improves data relevance and UI clarity
Added option to make Asset Tag mandatory when creating serialised assets during consignment or adding stock | v2.214 #1031510 | 31:02
Ensures asset tagging consistency during stock processes.
- Prevents incomplete asset records
- Improves inventory accuracy
- Helpful for asset-heavy MSPs
You can now choose which entities get committed when syncing to Avalara | v2.214 #1027858 | 32:15
Adds control over Avalara synchronization scope.
- Reduces unnecessary sync data
- Improves performance and clarity
- Useful in complex billing environments
Added the ability to set the default score on Satisfaction Survey | v2.214 #1027560 | 32:24
Allows a predefined score for surveys.
- May simplify reporting setups
- ⚠️ Can skew satisfaction metrics if misused
- Generally less useful than one-click feedback
The Prorating date will now show when adding Products from a Sales Order to a Recurring Invoice | v2.214 #1024043 | 34:23
Improves visibility when prorating billing items.
- Shows when proration is applied
- Helps validate recurring billing accuracy
- Reduces billing confusion
A setting has been added to Sales Order Configuration so that when a Sales Order is created a Ticket is also created for the purpose of admin tasks and communication | v2.214 #1021351 | 37:06
Automatically generates a ticket alongside sales orders.
- Provides a workspace for admin and communication
- Useful when not using Opportunities as the workflow driver
- Helps track fulfillment tasks
You can now set a default width for columns on column profiles | v2.214 #1019311 | 38:19
Allows column width customization in list views.
- Helps standardize layouts across teams
- Uses pixel-based values
- ⚠️ Less flexible than expected (manual configuration required)
A setting has been added to View configuration to show custom lists above the Teams in the "By Team" view | v2.214 #1015344 | 40:01
Changes ordering of lists in the team view.
- Allows prioritization of key lists
- Minor UI improvement
- Alternative is restructuring list hierarchy
Added Asset Status variable for Asset Custom Buttons | v2.214 #1011860 | 41:32
Adds asset status as a usable variable in buttons.
- Enables dynamic integrations or links
- Useful for query-based actions
- Supports more advanced automation
Default column profiles against an entity now allows for changing the column profile view in lists | v2.214 #1009740 | 42:46
Improves flexibility when viewing lists.
- Users can temporarily override default column profiles
- Reverts back after refresh
- Reduces friction when switching contexts
Added the ability to set colours for custom buttons | v2.214 #997636 | 44:35
Allows visual customization of buttons.
- Improves UI clarity and usability
- Helps highlight important actions
- Particularly useful in busy workflows
Added a new type of Distribution Lists where its Members are made up of Tickets | v2.214 #996443 | 45:34
Enables distribution lists based on ticket criteria.
- Send communications based on ticket conditions
- Useful for alerts or incident updates
- Adds dynamic targeting capabilities
Added the ability to set upper and lower bounds for data in forecast outputs | v2.214 #995797 | 46:16
Adds control over forecast data ranges.
- Improves reporting accuracy
- Helps constrain projections
- Useful for financial planning
Azure Delta improvements | v2.214 #982118 | 46:53
Enhances performance of Azure/Entra sync.
- Reduces load by syncing only changed records
- Improves performance in large environments
- Speeds up nightly sync operations
Closure details will now expand by default | v2.214 #982083 | 52:51
Improves visibility of ticket closure information.
- Saves clicks when reviewing closed tickets
- Useful for QA and auditing
- Minor UX enhancement
Minor webhook performance improvements | v2.214 #979558 | 54:22
Optimizes webhook performance and payload handling.
- Reduces payload size with lightweight options
- Improves integration efficiency
- Helps avoid unnecessary data transfer
Improvements to asset access control | v2.214 #968048 | 56:11
Refines permissions for asset management.
- Better control over who can edit asset types/groups
- Adds restrictions at role and agent level
- Improves security and governance