Field Groups

Configuration > Tickets > Field Groups Related Guides: Ticket Types (Field Lists) Details Field Type Description Field Group Name Free Text This will be how the Field Group appears in lists elsewhere throughout the system. Group Header Free Text When these groups are applied, this will be used as the header of the Group when they […]

Suppliers

Configuration > Suppliers Related Guides: 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 […]

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 […]

Ticket Views

Configuration > Tickets > Views Related Guides: Ticket Views Field Type Description Default View Single Select The selection made here will dictate the default View that any Agents viewing the Tickets screen will use. This can be overridden on a per-Agent or per-Team basis.  Default List Single Select Should "My Lists" be chosen as the […]

Formatted Emails

Configuration > Email > Formatted Emails Related Guides: Email Rules Mapping Setup Field Type Description Customer Free Text This will contain the data that is found in an email matching a Formatted Email rule that has been mapped to the Customer field. Site Free Text This will contain the data that is found in an […]

Custom Tabs

Configuration > Custom Objects > Custom Tabs Related Guides: Custom Tabs Details Field Type Description Tab Name Text The name given to the custom tab. Sequence Integer The order in which the custom tab is shown on the list of custom tabs. Type Single Select The type can be iframe, dashboard, or Fields Iframe will […]

Notifications General Settings

Configuration > Notifications > General Settings Related Guides: Notifications Field Type Description Allow multiple notification events per Ticket to be sent at once Checkbox When selected, If there are multiple notifications triggered by one action and there are agents or users that should receive multiple notifications, this setting ensures they will receive multiple notifications from […]

Notifications

Configuration > Notifications > Notifications Related Guides: Notifications Setup Field Type Description Description Free Text The text entered here will be used as a description to identify this Notification elsewhere throughout the system. Notification Type Single Select The choice made here will dictate who receives this notification, and different fields will appear below to configure […]

Sales Orders

Configuration > Sales Orders Related Guides: Sales Orders Sales Orders General Settings Field Type Description Product Code for Miscellaneous Items for Quotations and Sales Orders Single Select The Item Code selected here will be applied to any Miscellaneous Items on Quotations or Sales Orders. Product to use for down payment Single Select The item selected […]

Software Licensing

Configuration > Asset Management > Software Licencing Related Guides: Licences/Subscriptions Overview Field Type Description Show software changes on the Asset change history Checkbox When selected, all changes made to software licences on an Asset (done on the 'Software' tab of an Asset) will be displayed on the Change History tab for that Asset. Software Audit […]