Cookies

We use analytics to see how the site is used so we can improve it.

Skip to content

Tutorials are currently undergoing maintenance, as such some tutorials may be hidden whilst we review.

Renada

Tutorials

We are committed to providing accessible information on technologies that can enable business growth and success.

CIPP's drift management fixes deviations without touching a schedule This tutorial covers CIPP release v8.3.0, nicknamed Tokyo Drift, and its headline feature: drift management. It walks through creating drift templates, choosing automatic or manual remediation, accepting or denying deviations, and the improved audit log format that standardises fields across Microsoft's inconsistent logging. Useful for anyone running CIPP standards against client tenants who wants to catch unauthorised changes without waiting for a scheduled run. View
Turning Hudu's useless expiration alerts into fully linked HaloPSA tickets Hudu's built in expiration alerts only offer an email option with a GUID that means nothing to your ticketing system. This tutorial shows how to configure a Hudu webhook and a HaloPSA runbook that turns each expiration into a ticket linked to the correct client, asset and documentation URL. View
Why closed tickets can quietly reopen forever in HaloPSA This tutorial covers HaloPSA end user closure confirmation, SLA hold reminders, and internal status change alerts. It walks through the exact configuration screens, the email templates involved, and a gotcha where a missing toggle stops closure confirmation working at all, plus a quirk where reopened tickets stop auto-closing. View
Turn a HaloPSA ticket action into a printed label This tutorial shows how to build a HaloPSA ticket action that generates a PDF sized to fit label printer stock, pulling ticket details straight onto the label. It covers configuring the action, creating the underlying PDF report template, setting the correct page dimensions and using AI to write the HTML layout. View
Why HaloPSA's sales order is the glue holding your CRM together This tutorial walks through the CRM module in HaloPSA, from deciding whether you need it at all to building an opportunity workflow with qualifying fields and quote-to-sales-order automation. It covers what data to capture, how to structure custom fields by opportunity type, and where HaloPSA's CRM falls short as a marketing tool. View
The HaloPSA setting that turns follow up calls into a scheduled action This tutorial builds a follow up workflow in HaloPSA using the auto release SLA setting, so a ticket comes off hold and changes status on a set date and time. It covers disabling the release pop up on normal actions, building a dedicated future reach out action, and setting up a list view sorted by follow up date so nothing gets lost. View
Where to next? Get the cutting-edge tools to support your MSP business. Contact us today to receive a bespoke quote tailored to your specific needs.
Get a Custom Quote View All Services