[Halo] [Opportunity] Make Start Date Optional

Required fields:

  • Where in the platform does the bug occur (include feature area and tenant/page link)?
    Opportunity - Note: The start date was manually updated by William in order to allow the customer to download the PDF copy of the quote.

  • What is happening (actual result)?
    I am experiencing an issue where I cannot open or print an approved quote as a PDF without being prompted to set a start date. I would like the start date field to be optional for opportunities.

  • What should happen instead (expected result)?
    Start date on the opportunity should be made optional since Halo does not require this field when creating an opportunity.

  • Who is affected (“All Autotask clients”, “Bart from MSP Navigator”, “All admins”)?
    Halo clients


Only required if bug is marked High or Highest priority:

  • Why is this urgent?
    What makes this a high-priority issue? What’s the risk or impact if it stays unresolved?


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Upvoters
Status

Awaiting release

Board
⚠️

Bugs

ETA
May 18, 2026

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