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 […]

Setting up Monaco SQL Editor On-Prem

A guide explaining how to configure Monaco SQL Editor Locally for an On-Prem Instance of Halo In this guide we will cover: – Why you may need to configure this locally – How to configure this locally – Troubleshooting Why you may need to configure this locally Depending on your On-Prem setup your webapp server […]

Enabling Reference Tokens

Enabling reference tokens in the Halo API allows sessions and tokens to be stored in the database. Each API call will check the token is still valid in the database. Enable Reference Tokens in the Halo API and Auth server by setting  "UseReferenceTokens": true Inside both the API and Auth appsettings.json. Activating this will invalidate […]

Ticket View Overrides

In this guide we will cover: – Hierarchy Used for View Overrides – Override Locations Hierarchy Used for View Overrides Overrides can be set in various locations to determine the view, filter profile or column profile that is used for a ticket list. The view that will be used when viewing ticket lists will be […]

Multiple New Portals with different branding for one customer [On-Prem]

This outlines how to set up one customer to have multiple new web portals with different branding on each for On-Prem Customers Copy the \WebApp\portal\ directory into a new directory in the \WebApp\ folder. E.g. \WebApp\portal2 Copy the appsettings.json file from the \Web App\ directory into the new directory, if it does not already exist. Create […]

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 […]

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 […]