Security Questions

Configuration > Users > Security Questions   Related Guides: Security Questions The functionality outlined in this guide is available from v2.236+. General Settings Field Type Description Number of security questions Users are required to answer Integer The number set here determines how many questions the User needs to answer. To disable this set the value […]

Invoice Statuses

Configuration > Billing > General Settings > View Invoice Statuses (v2.228+) Related Guides: Creating Invoices Field Type Description Name Text This will be the name of the Invoice Status. Allow syncing to 3rd party integrations Checkbox ("Only sync Invoices to 3rd party integrations on certain statuses" in Configuration > Billing > General Settings) If enabled, […]

Distribution Lists

Configuration > Users > Distribution Lists Related Guides: Distribution Lists Mail Campaigns Mail Campaigns and Distribution Lists Field Type Description Show a Users Distribution List Activity in their Activity Feed Checkbox Enabling this setting allows distribution list activity to show in the recent activity feed of the Overview tab of a user/prospect.  Allow adding Opportunity […]

Mail Campaigns

Configuration > Email > Mail Campaigns Related Guides: Mail Campaigns Mail Campaigns and Distribution Lists General Settings Field Type Description Show a Users Mail Campaign activity in their Activity Feed Checkbox Enabling this setting allows for any mail campaign activity to show in the recent activity feed within the overview tab of a user/prospect. Configure […]

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. This […]

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 Related Guides: 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 A Category can be assigned to the Product […]