Acknowledgement Email Hierarchy

In this guide we will cover: – Acknowledgement Email Flow – Setting locations – Additional Settings to Consider There are various places in Halo to set whether an acknowledgement email is sent out to a user. This allows you to automate who receives an acknowledgement email.  Acknowledgement Email – An email sent out to  user(s) automatically […]

Product Bundles

Configuration > Items and Stock Control > Product Bundles Check out the guides for more information on Product Bundles: Product Bundles Quotation Field Type Description New Bundle Table Here is where the Products within the Bundle are set within the same format as the Quotation screen. Settings Field Type Description Product Bundle Categories Single Select […]

Agreements (Contracts)

Configuration > Agreements Check out the Academy guides on our Support Portal, which can also be found on the HaloPSA Academy: An Introduction to Billing HaloPSA Academy – An Introduction to Billing Within the Billing Course of the Support Portal, you will find sections on Creating Invoices, Labour Billing and Recurring Invoices. Agreements that are active […]

Managing Mailboxes between Instances (Production/non-Production)

This article presents the main considerations around how to manage mailboxes in multiple instances, in order to allow for testing of email-related flows in non-production instances. On versions 2.182 and onwards, you will be able to configure multiple credentials per mailbox. This allows you to link credentials to a specific instance, so a single Halo […]

Time zone Overrides

In this guide we will cover: – Time zone Override Hierarchy  –  Determine if the SLA is using agent or user working hours – Override Locations Time zones can be set in various places in Halo, with the time zone set in some places overriding others.  Time zone Override Hierarchy  Time zone hierarchy used for […]

Tax Code Types

In this guide we will cover: – Types of Tax Code – What Each Type Sets This guide will cover each Tax Code that can be set within the system, where it is set, and when it is used. Tax Codes Where is it set? Related to an Integration? When is it used? Item tax […]

FAQ Lists – Admin Guide

Configuration > Knowledge Base Check out the guides for more information on The Knowledge Base, the same guides can be found on the HaloPSA Academy: Knowledge Base Introduction HaloPSA Academy – Knowledge Base Introduction Field Type Description FAQ List Name Text Here, enter a name for the FAQ list.  Article Type Text Here, you can […]

SLA Hold Reminder Overrides

In this guide we will cover: – Hierarchy Used for SLA Hold Reminders – Locations to Enable Hierarchy Used for SLA Hold Reminders SLA hold reminders follow a slightly different process from a typical override hierarchy. Instead of one taking precedence over another, disabling one takes precedence over any of the other areas where it […]

Screen Layout Overrides

In this guide we will cover: – Hierarchy Used for Screen Layout Overrides – Override Locations Hierarchy Used for Screen Layout Overrides The screen layout(s) that will be used within varying areas of the system will be determined by the following hierarchy: – Agent – Global Screen layouts can be set for Client/Customer, User, Site, […]

Chat Profile (for Self-Service Portal) Overrides

In this guide we will cover: – Hierarchy Used for Chat Overrides – Override Locations Different chat profiles can be overridden for Users within the Self-Service Portal with the below areas of the system. Hierarchy Used for Chat Overrides The chat profile that will be used within the Self-Service Portal will be determined by the […]