This is awesome! Thoughts on how you'd handle groups that get deleted (assuming this is running on a recurring basis)? Maybe another runbook that iterates through the custom tables and queries against CIPP?
My thought to expand this out would be to run this once a day, and include a couple of extra columns. A "last imported" column, which is always filled with todays date, and an "active" column which could be set as active/inactive. At the end of the runbook, we'd audit the table, and set any groups that weren't updated as "inactive".
Additional note: In your custom table configuration, if you set the "Import key 1" to your groupID, this will prevent duplicates being created if you run this on a schedule.
Love this video. That's what all the CIPP community has been waiting for. I'd love to see a runbook guide video that shows the number of users within 1 particular security group across all tenants. THANKS again, keep up the hard work.
What's the use case for this? I'd probably do something similar where we create a custom table, but not linked to anything, then import the customer name and the number of users to each line in the table. You could then use this in a report.
@@RenadaSolutions in our case we’d like to see the members of the ‘cloud backup’ in each tenancy. Our accounts find hard each month to go through manually before invoicing our customers, and we haven’t found an easy method for this solution😒
Hi Conner, Amazing video, I have been using your resources for awhile now. I am curious, when you are in the triage phase and choosing the ticket type. How are you filtering to just show project related ticket types? Cheers mate
Great video, but I do have a question. Is this print label (same size as you used) possible for Asset Management or serialized Inventory with barcodes? Is that something HaloPSA can do?
Really great video ! I can't seem to find the follow-up date action anywhere - is that a custom action you created or one that would be in a standard instance?
An interesting use case for this, although arguably minor pointless. We will often Tag each other in notes/closure to alert one another to check/view the ticket. The reaction can just be a confirmation you've seen it :)
@@RenadaSolutions I see your point, but what do you do with a "Sad" reaction :) it just causes more questions...why is Connor sad over a printer!? Great videos btw.
Could you make a video about explaining the opportunities side of halo? And maybe the projects. There is nothing to found about it. Great video btw! Love your shit
We have some legacy videos on Projects, and I made a recent top level video on Opportunities/CRM in HaloPSA. We will be doing an updated project video soon <3
Hi Logan, We currently have a waiting list for new partners. If you'd like to be added to the waiting list please email enquiries@renada.co.uk Thanks Connor
What report did you start with? I don't see it in my canned reports or in the online repository, but it is what I've been looking for. If it is not available, can you share the SQL?
Hi Rich, This is a bespoke report we've written so won't appear in the online repository. We're currently in the process of moving our entire documentation platform, but we'll try and get this published once this move has been done in the next few weeks. Thanks Renada
Thanks for this video! Could you please provide detailed information on the workflow and configuration for a CRM module? I'm currently evaluating CRM module for my company.
Hey Connor, we have a perfect use case for this. We have a customer which requires us to liase with the vendor for diagnosis, after which, we will go down on-site to do the hardware replacement. I have a question here. In cases where we don't have the supplier reference from the "Log to supplier" action when we log the ticket, we will need to merge it manually right? Is there a better way to do this? We find that merging to be a little confusing especially when there's multiple tickets. E.g. Tech A logs to supplier and then when the supplier responds, it creates a new ticket, then when Tech B reads it, he would not know which ticket to merge it to.
Excellent guide as always Connor. Love your work mate. I was wondering if you had any recommendations on how we can add to the powershell script to pull the Outlook Email Address as well? We have a customer where the UPN and Email accounts are different each time. Maybe add another Ninja custom field and add to Halo.
Wow! These are super cool, and we have pretty much implemented them all for our company. Quick question: What is that Thumbs-up icon in your ticket descriptions? We have been looking for something like an email 'read receipt', which looks similar too.
Noice! 🙂 Look forward to the next in this series of 'Top 10s' Maybe top ten: - reporting tips? - dashboard tips? - tips for running projects? (That might be a struggle 😉 ) Keep 'em coming, Connor! 👍
Under Sites/Users listing it would be nice to Show/Hide Service users as well as have a column showing if a user is one also. Hard to tell if they are or not without 10 clicks into the user.
Is it possible to automatically change the ticket status after the follow up date has happened? I'd like it to go back on hold in the agent's queue after the date.
The service account addition is an absolute Godsend. Many is the time I have had to manually go through multiple pages to exclude accounts from importing due to the clunkiness of the service user function. That's excellent. Thank you, that's a change request I'll be raising in the morning.
