Read-Only Visibility for HaloPSA Quotes and Projects in SuperMagic
H
Hunter Holderfield
Partner is requesting read-only visibility into HaloPSA Quotes and Projects data within SuperMagic (Thread's AI agent). The support team currently struggles to identify whether a project already exists and where it sits within the process or ticket workflow. The request is specifically for retrieval/display of Quotes and Project details only -- no actions would need to be taken from within Inbox on these records. This would help technicians get context on existing projects and quotes without leaving Thread.