General Settings

Configuration > Remote Support > General Settings Field Type Description Default User Single Select Remote Sessions that do not have a valid User will be saved against this User. Allow Agents to invite Users to Remote Sessions for other Agents Checkbox When checked, Agents will be able to invite Users to remote sessions that are […]

SMS Settings

Configuration > Email > SMS Settings Here, settings can be configured for the Outgoing SMS Service Defaults. Incoming settings can be configured on the Twilio integrations, however these are required for Incoming SMS processing. Halo currently has no standalone capability to receive information via SMS. Check out the guides for more information on Email to […]

Statuses

Configuration > Teams & Agents > Statuses This is for agent statuses, not to be confused with ticket statuses (Configuration > Tickets > Statuses)  Details Field Type Description Status Name Free Text The name of the Status Sequence in lists Integer Determines where the Status will appear in lists; a higher Sequence will result in […]

Opportunity Types

Configuration > Sales > Opportunity Types The types listed in this menu are simply Ticket Types with their Use set to Opportunities. Therefore they have the same configuration as Ticket Types; Table View Field Type Description Sequence Header This is the sequence value of the Ticket Type, and will dictate where it appears in lists. […]

Field Groups

Configuration > Tickets > Field Groups These Field Groups are used when configuring Field Lists on Actions and Tickets, etc.. Check out the guides for more information on Fields, the same guides can be found on the HaloPSA Academy: Ticket Types (Field Lists) HaloPSA Academy – Ticket Types (Field Lists) Table View Field Type Description Name […]

Suppliers

Configuration > Suppliers Field Type Description Show Supplier Updates to End-User Checkbox When checked, if a Supplier updates a ticket, this will be visible to both the Agents and the End-Users (via the portal) associated with the Ticket. Contract is mandatory when logging to supplier Checkbox When checked, a Supplier Contract must be associated to […]

Organisation

Configuration > Organisations Check out the guides for more information on Organisations, the same guides can be found on the HaloPSA Academy: Organisations HaloPSA Academy – Organisations Field Type Description Enable Multi-Tenancy Checkbox Multi-Tenancy will allow the database to be split to be used for multiple organisations at the same time. Enabling this will allow […]

Views

Configuration > Tickets > Views Configuration > Sales > Views Check out the guides for more information on Views, the same guides can be found on the HaloPSA Academy: Views HaloPSA Academy – Views Field Type Description Default View Single Select The selection made here will dictate the default View that any Agents viewing the Tickets […]

Formatted Emails

Configuration > Email > Formatted Emails The below fields can be mapped from an email into a Ticket An Email Rule also needs to be setup with type of 'Help Formatted', then the below values will be searched for on each line of the email and the data found on that line will be saved […]

Custom Tabs

Configuration > Custom Objects > Custom Tabs Check out the guides for more information on Custom Tabs, the same guides can be found on the HaloPSA Academy: Custom Tabs HaloPSA Academy – Custom Tabs Details Field Type Description Tab Name Text The name given to the custom tab. Sequence Integer The order in which the […]