What should I know about my business

Mendy Green

December 12, 2022

•

20 min read

Business

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As a business owner, it’s important to have a good understanding of your business goals, and its operations. There are several key questions that every business owner should be able to answer in order to ensure the success and growth of their company.

What is your why? If you know me personally, by now you know I am a follower of Simon Sinek. Simon’s consistent chasing the why is something I’ve come to admire and strive for. The reason you get out of bed every day, the reason you go to work, if you know it, it’ll sustain you and become the building block for your Company Culture and Core Values.
Who are your customers? It’s important to have a clear understanding of who your target customers are and what their needs and preferences are. This will help you tailor your products and services to meet their specific requirements and create a more personalized customer experience. More importantly, staying in touch with them will help you adjust to their changing needs, so you stay relevant.
What is your revenue model? How do you generate revenue and make a profit? This could be through the sale of products or services, subscriptions, advertising, or a combination of these methods. Understanding your revenue model will help you identify growth opportunities and make strategic business decisions.
What are your expenses? It’s crucial to have a good understanding of your business’s expenses, including fixed costs like rent and salaries, as well as variable costs like materials and marketing expenses. This will help you manage your cash flow and make sure your business is profitable.

As a business owner, it’s essential to have a strong and focused culture and a set of core values that guide your company’s actions and decisions.

Business culture refers to the values, beliefs, and behaviors that make up a company’s identity. It’s the “personality” of the organization and the way it operates. A strong culture is one that aligns with the company’s goals and mission, and that supports the growth and success of the business.

These values should reflect your company’s mission and goals and should be integrated into every aspect of your business operations. Once your values are established, it’s important to communicate them to your team in to help make sure they are integrated into the company’s operations and decision-making processes. While all the other points are critical for owning and operating a business, they are also all areas that can be delegated (and usually are for larger businesses). The first point, regarding company culture is something that can only come from the top.

There are several reasons why this can have a major impact on the success and growth of your business.

First, a strong and focused culture can help attract and retain top talent. Employees who share your company’s values and beliefs are more likely to be motivated and engaged in their work and are more likely to stay with the company long-term. This can improve morale and productivity and can help drive the success of your business. This can include offering opportunities for professional development and growth, providing a healthy and supportive work environment, and recognizing and rewarding outstanding performance.

Second, a consistent and focused culture can improve customer satisfaction. Customers want to do business with companies that share their values and beliefs. Simon Sinek uses the one wearing the Red Hat as an example. People gravitate to those they connect with and by having a clearly defined culture you can articulate it allows others to see what you stand for and more easily connect with you, which can help increase loyalty and repeat business, as well as establish a greater level of trust.

Third, a focused culture and set of core values can provide guidance and direction for your employees. By having a clear set of values that everyone understands and adheres to, you can create a cohesive and consistent brand and customer experience. This can help improve collaboration and communication within your team and can make it easier to make strategic business decisions.

Finally, having that strong culture and core values established gives you guiding principles when it comes time to pick which companies you start a vendor/client relationship with, being able to articulate what you stand for allows you to recognize easily those that align with you or those that do not. You can quickly identify business practices and test them against your core value. “Is this company being honest”, “Do they care about customer experience” are questions you can easily answer based on the start of the relationship and your interaction throughout.

While having a unique selling proposition (USP) is often considered an essential part of a successful business, there is some debate over whether it is still relevant in today’s competitive market. With so many businesses offering similar products and services, it can be difficult to differentiate yourself and stand out from the crowd.

Additionally, many prospects may not have the time or inclination to thoroughly research and compare different vendors before making a purchasing decision. They may rely on marketing messages and other external factors to make their decision, rather than taking the time to evaluate the validity of a company’s USP.

In some cases, a company’s USP may be seen as simply a marketing tactic, rather than a genuine differentiator. This can lead prospects to view all USPs as equally valid, or to disregard them altogether.

Overall, while having a unique selling proposition is still important, it may not be as effective as it once was as a marketing strategy in a crowded and competitive market. It’s important for businesses to carefully consider their USP and whether it is a genuine differentiator, or if it is simply a generic marketing message, and in reality, aligning this with your Culture will help give you a true differentiator.

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Mendy Green

I'm passionate about IT, driven by a dual love for solving complex problems and a commitment to transforming the stereotype of technical support into a positive and enjoyable user experience. For over 13 years, I've been deeply involved in the MSPGeek community, lending my expertise to various Managed Service Providers (MSPs), while also serving as the CTO at IntelliComp Technologies.

My journey in the tech world is fueled by a passion for teaching others. I find great satisfaction in imparting problem-solving and critical thinking skills, and offering practical guidance during the troubleshooting process. It's this enthusiasm for mentorship and improvement that led me to my current venture.

Today, as the founder of Rising Tide, I'm focusing on the MSP industry, dedicating my time to coaching and assisting both individuals and businesses. At Rising Tide, we're not just about providing solutions; we're about nurturing growth, fostering innovation, and building a community where everyone can rise together. Whether it's through hands-on problem solving or strategic planning, my goal is to make the IT experience not just efficient, but also empowering and enjoyable

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By the [run]Book

April 28, 2026

8 min read

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.

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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

‍

By the [run]Book

April 14, 2026

8 min read

By the [run]Book: Episode 19

Episode 19 covers HaloPSA v2.212 and v2.214, focusing on admin quality-of-life improvements, billing visibility, and stronger workflow controls. Key highlights include clearing hidden ticket fields, email template previews, and improved API and invoicing capabilities.

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Episode 19 walks through HaloPSA v2.212 and v2.214, covering a wide range of quality-of-life improvements, admin controls, and workflow enhancements. Connor and Robbie highlight updates around ticket forms, invoicing, templates, and automation, making this especially useful for MSPs looking to tighten processes and improve day-to-day efficiency.

Watch Now: By the [run]Book: Episode 19
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.

Full Feature List

v2.212 Features

Asset-Client direct link added | v2.212 #843566 | 3:18

Allows assets to be linked directly to a client instead of only via a site.

Adds flexibility for non-site-specific assets
Useful for shared or virtual infrastructure
Be mindful of mixed client/site relationships

Dashboard views are now logged in ReportEvent, and reports loaded through a dashboard are also marked as such when auditing report runs | v2.212 #829218 | 4:56

Improves tracking of report usage across dashboards.

Adds visibility into report execution
Useful for auditing and troubleshooting
Helps manage multiple report versions

Added the 'End-User' field to ticket templates | v2.212 #814411 | 5:39

Adds control over end-user assignment in templates.

Enables overriding default behavior
Useful for internal workflows
Helps manage ticket ownership

Added new setting to hide actions on tickets when Client or Site Account Status is set to 'Stopped' | v2.212 #812986 | 7:28

Prevents actions on tickets for stopped clients or sites.

Reduces accidental work on inactive accounts
Can still be overridden by admins
Useful billing/service safeguard

You can now add Client, Site and User Custom Fields to Actions | v2.212 #812793 | 8:56

Allows updating custom fields directly via actions.

Removes need for runbooks in many cases
Speeds up workflows
Expands automation capability

Quotes are no longer able to be approved by the user if they have expired | v2.212 #808514 | 11:52

Prevents approval of expired quotes.

Avoids outdated approvals
Improves quote lifecycle control
Reduces billing risk

Adding $-ORIGINALCUSTOMERINVOICEADDRESS & $-ORIGINALCUSTOMERDELIVERYADDRESS for the addresses of the original customer of an invoice | v2.212 #789655 | 13:33

Adds variables for original customer addresses.

Useful for parent/child billing setups
Improves invoice clarity
Supports complex billing structures

Added a setting to clear fields on the new ticket screen when they are hidden by visibility conditions | v2.212 #783474 | 14:44

Ensures hidden fields do not retain values.

Prevents stale or hidden data
Improves form reliability
Critical for dynamic forms

You can now filter date fields on lists, views & filter profiles by 'Greater than X days ago', 'Greater than or equal to X days ago', 'Less than X days ago' & 'Less than or equal to X days ago' | v2.212 #781279 | 15:46

Adds advanced relative date filtering.

Enables precise SLA and reporting views
Helps identify stale tickets
Major usability improvement

Added Email Template Preview for Email Templates | v2.212 #767443 | 18:25

Adds preview functionality for templates.

Speeds up testing
Validates variables and formatting
Useful for multi-language setups

Added the ability to edit meter readings on recurring invoice lines | v2.212 #727713 | 20:59

Allows editing of existing meter readings.

Correct mistakes without rework
Improves billing accuracy
Adds flexibility

A setting has been added to Item Group configuration so that when adding Items from a Sales Order to an Invoice the Invoice Group Name will be used to match existing groups or create new groups | v2.212 #709218 | 21:58

Improves grouping of invoice items.

Keeps invoices structured
Reduces manual effort
Useful for standardized billing

Option to allow the merging of assets | v2.212 #671302 | 23:07

Enables merging duplicate assets.

Useful for cleanup scenarios
Prevents duplication
Maintains data quality

Added the setting 'Show related Ticket count' to ticket settings | v2.212 #652167 | 23:47

Displays number of related tickets.

Improves visibility
Adds quick context
Enhances UX

Customers and assets can now be matched off of incoming Site24x7 alerts | v2.212 #644267 | 24:56

Enhances monitoring integration mapping.

Reduces manual matching
Improves automation
Better alert accuracy

An option has been added to Purchase Order Statuses so that they can be marked as "Cancelled/Do not receive stock" | v2.212 #615288 | 25:12

Adds more control to purchase order lifecycle.

Prevents unwanted stock processing
Improves procurement accuracy
Clearer status tracking

An option has been added to the workflow step actions for "Email from Agent" | v2.212 #572585 | 26:43

Enables workflows triggered by agent emails.

Supports email-driven automation
Useful for niche workflows
Expands flexibility

Google Maps Integration is now available | v2.212 #160218 | 27:18

Adds mapping and geolocation features.

Visualize customers/sites
Helps plan visits
Auto-generates coordinates

v2.214 Features

Added the Project Setup Wizard | v2.214 #769329 | 29:45

Introduces guided project setup.

Simplifies project creation
Early-stage usability
Foundation feature

Input Chat flow steps can now update Ticket Fields after a Ticket has been logged in the Chat Flow | v2.214 #1079338 | 31:11

Allows updating ticket fields post-creation in chat.

Improves chat workflows
Enables dynamic updates
Better self-service

It is no longer possible to delete a Top Level if it contains Customers | v2.214 #1078032 | 33:00

Prevents deletion of populated top-level structures.

Protects hierarchy
Prevents accidental data loss
Important safeguard

Timesheet submission/revert can now be performed from the Timesheet side panel | v2.214 #1077825 | 33:32

Improves timesheet usability.

Faster workflow
Less navigation
Cleaner UX

Resolved an issue with the "Attach quotation PDF when sending email" setting failing to function for Actions that send Quote emails | v2.214 #1077103 | 34:09

Fixes inconsistent quote PDF behavior.

Ensures settings are respected
Prevents incorrect attachments
Improves reliability

Actions with system use 'Email Quotation' now follow the Quote setting 'Attach quotation PDF when sending email' | v2.214 #1076914 | 34:47

Aligns quote email behavior with configuration.

Consistent output
Reduces confusion
Improves automation

Recurring Billing Profiles can now be used from the Recurring Invoice screen using the List context menu | v2.214 #1076256 | 34:56

Adds access to billing profiles from invoice screen.

Reduces navigation
Speeds up workflows
Useful for bulk billing

Quote variables can now be used on Ticket actions | v2.214 #1075404 | 36:06

Allows use of quote data in actions.

Enhances automation
Improves communication
Reduces manual entry

Item/Product Updated has been added as a runbook trigger | v2.214 #1074755 | 36:55

Adds new automation trigger.

Enables reactive workflows
Useful for inventory updates
Expands automation scope

Added 'Rich' as a type of field for asset fields | v2.214 #1073877 | 37:07

Adds rich text support for asset fields.

Supports formatted content
Useful for documentation
Allows more detailed records

A setting has been added so that when a Ticket has open Appointments/To-do lists and an SLA procedure closes it then it will not be closed and can have it's status changed instead | v2.214 #1073377 | 37:59

Prevents closure when tasks remain open.

Protects incomplete work
Improves SLA handling
Adds control

Option added to add approval votes to the Feed | v2.214 #1073347 | 39:18

Adds approvals to activity feed.

Improves visibility
Centralizes approvals
Helps auditing

A setting has been added to Self Service Portal configuration so that the "Log in to agent application" option will not show for the self service portal login form | v2.214 #1072163 | 39:43

Removes agent login option from portal.

Cleaner UX
Reduces confusion
Better user experience

The option to order/sequence all Lookup Codes has been added | v2.214 #1072076 | 40:41

Adds ordering control to lookup codes.

Improves dropdown organization
Helps standardization
Better admin control

Added a target date field to software releases | v2.214 #1069542 | 42:21

Adds planning field to releases.

Supports tracking
Useful internally
Minor feature

A UserGuiding container can now be added to the application and portal in Config > Advanced Settings | v2.214 #1068717 | 42:47

Enables guided onboarding tools.

Supports walkthroughs
Improves onboarding
External integration

Consignment line note property has been added | v2.214 #1068640 | 44:54

Adds note field to consignment lines.

Improves detail tracking
Useful for logistics
Adds flexibility

An option has been added to Agent and Role configuration to show all Teams for all departments in the "by team" view/tree. This will only show if "Membership level to all Departments" is used | v2.214 #1067771 | 45:36

Expands team visibility.

Useful for large orgs
Improves navigation
Role-based control

The UserWay widget can now be enabled withing Advanced Settings for the main application (previously only available for the self-service portal) | v2.214 #1067551 | 45:49

Extends accessibility tools to main app.

Improves accessibility
Broader coverage
Better compliance

A setting has been added to add a column for the last invoiced value when viewing recurring invoices in the ready for invoicing area | v2.214 #1066844 | 46:36

Displays previous invoice values.

Helps spot anomalies
Improves validation
Saves time

Action Billing Plan ID has been exposed to the API for the Actions endpoint | v2.214 #1066754 | 49:38

Exposes billing data to API.

Improves integrations
Enables automation
Adds flexibility

The Item selection used in Automation Criteria will now allow searching | v2.214 #1066435 | 49:59

Adds search to selection fields.

Improves usability
Saves time
Reduces friction

Choosing a User on the call screen will now follow the settings relating to a Ticket User's Client/Site relationship | v2.214 #1066332 | 50:43

Aligns call screen logic with ticket settings.

Improves consistency
Reduces errors
Better UX

Original Sales Order reference is now populated for Credit lines that were generated from Sales Order Invoices | v2.214 #1066311 | 51:24

Links credit lines to original sales orders.

Improves traceability
Useful for finance workflows
Adds clarity

An Advanced Configuration setting has been added to change the way that the primary key value is generated for Invoices and Invoice Lines | v2.214 #1065645 | 51:39

Improves invoice ID handling.

Supports bulk operations
Prevents conflicts
Useful for integrations

Added option to specify Application identity roles when "Agent to log in as" is not set to an Agent on a Halo API application | v2.214 #1065228 | 57:36

Introduces role-based API identity.

Decouples API from agents
Improves security model
Better for integrations at scale

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By the [run]Book

March 31, 2026

8 min read

By the [run]Book: Episode 18

This episode of By the Runbook breaks down HaloPSA 2.212 updates with a focus on what actually matters for MSPs. The team covers key changes to automation, ticket views, and integrations, along with practical advice on what to enable, what to watch out for, and how these updates impact real-world workflows

Read post

In this episode of By the Runbook, the team continues through the HaloPSA 2.212 release notes and spends time unpacking what several of these changes actually mean in practice. The conversation covers workflow design, mail campaigns, ticket views, reporting, and automation behavior, with especially useful commentary for MSPs trying to decide what to enable, what to ignore, and what to be careful with.

‍

Watch Now: By the [run]Book: Episode 18
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.
Check out MSP Blueprint for info on runbooks: MSPBlueprint

‍

Important Mentions

Ticket details can now auto-refresh when a background automation completes | v2.212 #1003085 | 25:29

This allows the ticket screen to automatically refresh when a background automation completes.

Eliminates the need for manual refresh after automations run
Keeps available actions, workflow steps, and ticket data in sync
Especially useful in environments with heavy automation usage
⚠️ Not enabled by default — go turn this on

Additional rule types have been added to qualification matching criteria for custom fields | v2.212 #1009694 | 19:02

Expands qualification matching to include custom field criteria.

Enables highly granular ticket routing and assignment logic
Can support advanced use cases like skill-based routing or segmentation
⚠️ Powerful but rarely practical for most MSPs without significant planning

Added the option to use the incoming webhook service for QuickBooks Online webhook processing | v2.212 #1021654 | 8:39

Adds delayed and retry-based webhook processing options.

Helps prevent failures during high webhook volume
Introduces retry logic for more reliable integrations
⚠️ Can introduce delays (10–15+ minutes in some cases depending on configuration)
⚠️ Default behavior vs delayed processing needs to be reviewed carefully

FullFeature List

‍
You can now restrict the ‘From’ address options on a Ticket Action to mailboxes the assigned team can access | v2.212 #1031882 | 2:50

This change limits the available “From” addresses on a ticket action to mailboxes the assigned team can actually access.

Prevents agents selecting mailboxes they don’t have access to
Reduces confusion in multi-mailbox environments
Helpful for teams split across departments or service lines

Added Email Address as another attribute option for the Followers field on the Self-Service Portal | v2.212 #1031728 | 3:23

Adds Email Address as another attribute option for follower behavior on the portal.

Improves flexibility for notifications
Useful for including external stakeholders
Expands portal configuration options

You can now edit various parts of a Mail Campaign after starting it | v2.212 #1030951 | 3:32

Allows changes to Mail Campaigns after they have started.

Removes need to recreate campaigns due to small mistakes
Makes campaigns more practical to use
Signals continued investment in this feature area

You can now restrict Pipeline Stages at the Opportunity Type level | v2.212 #1027853 | 4:58

Restricts pipeline stages based on opportunity type.

Keeps sales workflows cleaner
Avoids irrelevant stage options
Useful for more structured sales processes

Added the option to use the incoming webhook service for QuickBooks Online webhook processing | v2.212 #1021654 | 8:39

Adds webhook processing options including delayed and retry handling.

Helps manage high webhook volume
Reduces risk of dropped events
⚠️ May introduce delays depending on configuration

Added in the ability to hide certain tickets from the change calendar | v2.212 #1017196 | 13:21

Adds the ability to hide tickets from the change calendar.

Useful for sensitive or internal tickets
Helps reduce noise in calendar views
Currently tied to the “Sensitive” flag

Service Users are Subscribed to has been added as an option to Distribution Lists and User Lists | v2.212 #1013148 | 13:55

Adds Service Users as a selectable option in distribution and user lists.

Expands targeting logic
Improves automation flexibility
Useful for advanced filtering scenarios

You can now send Mail Campaigns from Sales Mailboxes | v2.212 #1011772 | 14:54

Allows campaigns to be sent from sales mailboxes.

Improves branding and ownership
Separates sales vs support communications
⚠️ Be cautious of Microsoft send limits

A warning will now be shown on an action and the ticket will be updated if an action email will fail to send | v2.212 #1010891 | 16:49

Adds a warning when an action email will fail.

Improves visibility into email failures
Helps prevent missed communications
Updates ticket automatically with failure state

Added the ability to map relationship types for parent, child, and sibling assets in SQL imports | v2.212 #1010659 | 18:17

Adds asset relationship mapping during SQL imports.

Preserves structure during migrations
Supports complex asset environments
Useful for onboarding/import projects

Added isRunning to Halo Asset Discovery integration | v2.212 #1010606 | 18:54

Adds an isRunning field to asset discovery.

Helps track discovery state
Useful for monitoring and automation
Adds visibility into background processes

Additional rule types have been added to qualification matching criteria for custom fields | v2.212 #1009694 | 19:02

Expands qualification matching with custom field rules.

Enables more advanced routing logic
Supports complex assignment scenarios
⚠️ Often overkill for most MSPs

Ticket details can now auto-refresh when a background automation completes | v2.212 #1003085 | 25:29

Allows ticket view to auto-refresh after automation runs.

Keeps UI in sync with backend updates
Eliminates need for manual refresh
⚠️ Not enabled by default — turn this on

Added 'Update Currency' to Quotes | v2.212 #992111 | 29:17

Adds ability to update currency values on quotes.

Supports multi-currency environments
Updates cost and price together
Improves quote accuracy

Added option to make a Knowledge Base's negative feedback comment mandatory | v2.212 #991702 | 30:41

Requires comments for negative KB feedback.

Improves feedback quality
Helps refine documentation
Useful for KB governance

New default setting for showing grandchildren in child ticket lists | v2.212 #990317 | 30:49

Adds control for showing nested tickets.

Improves visibility in projects
Useful for multi-level ticket structures
Configurable behavior

Improvements to AI report analysis | v2.212 #987946 | 31:27

Enhances AI reporting capabilities.

Can now be scheduled
Can be embedded in PDFs
⚠️ Still not widely used in practice

Added a setting to restrict knowledge base article amendments to owners only | v2.212 #982079 | 33:06

Restricts KB edits to owners only.

Improves control over content
Prevents unintended edits
Supports structured documentation workflows

Added a global setting to allow users to translate actions on the portal when using Azure AI Translator | v2.212 #978595 | 33:22

Adds translation support in the portal.

Useful for multilingual environments
Improves accessibility
May not be necessary for all MSPs

Added the setting 'Secondary Asset MAC address field' to the Splashtop integration | v2.212 #978176 | 34:08

Adds secondary MAC address support.

Helps with multi-adapter devices
Improves asset matching
Integration-specific enhancement

You can now set character limits on memo and rich text custom fields | v2.212 #976975 | 34:39

Adds character limits to text fields.

Prevents overly large inputs
Improves data consistency
Helpful for structured data entry

Added additional fields to assist with reporting on OLAs and rules | v2.212 #976953 | 34:47

Adds more fields for OLA and rule reporting.

Improves internal tracking
Supports more detailed reporting
Still primarily useful for advanced setups

Added the setting 'Prevent email responses from continuing the approval flow' at approval step level | v2.212 #974172 | 39:10

Prevents approvals from email replies.

Avoids accidental approvals
Forces structured approval process
Improves workflow control

Added a setting to the Custom Field configuration to copy values to grandchild tickets when updated | v2.212 #970536 | 40:25

Extends field copying to deeper ticket levels.

Maintains consistency across ticket hierarchy
Useful for projects and task trees
Reduces manual updates

Added Primary Asset as a criteria for Runbooks | v2.212 #970066 | 40:41

Adds primary asset as a runbook condition.

Enables asset-based automation
Improves targeting of runbooks
Useful for device-specific workflows

Added $-AgentID as an available $ variable for Database Lookups | v2.212 #961283 | 40:48

Adds AgentID variable for lookups.

Expands database query capabilities
Useful for advanced automation
Improves flexibility in integrations

Added reports and dashboards to configuration change tracking | v2.212 #959264 | 40:55

Adds reporting changes to config tracking.

Improves audit visibility
Helps track admin changes
Pairs well with settings search feature

Filter Profiles can now be used on Child Ticket lists | v2.212 #922698 | 42:56

Adds filter profiles to child ticket views.

Reduces clutter (especially closed tickets)
Improves usability in projects
Strong practical improvement

Added multiple settings to the 'Other Open Tickets' views | v2.212 #882375 | 45:18

Adds more configuration options to other open tickets view.

Improves visibility of related tickets
Can be moved to its own tab
Enhances day-to-day ticket context

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