General Settings

Configuration > Notifications > General Settings Check out the guides for more information on Notifications, the same guides can be found on the HaloPSA Academy: Notifications HaloPSA Academy – 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 […]

Notifications

Configuration > Notifications > Notifications Check out the guides for more information on Notifications, the same guides can be found on the HaloPSA Academy: Notifications HaloPSA Academy – 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 […]

Sales Orders

Configuration > Sales Orders Check out the guides for more information on Sales Orders, the same guides can be found on the HaloPSA Academy: Sales Orders HaloPSA Academy – Sales Orders Ad-Hoc Items on Quotes and Orders Sales Orders General Settings Field Type Description Product Code for Miscellaneous Items for Quotations and Sales Orders Single […]

Software Licensing

Configuration > Asset Management > Software Licencing Check out the guide, which can also be found on the HaloPSA Academy: Asset Management Introduction HaloPSA Academy – Asset Management Introduction Software Licencing 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 […]

General Settings

Configuration > Project Management > General Settings Check out the guides for more information on Project Management, the same guides can be found on the HaloPSA Academy: Project Management Introduction HaloPSA Academy – Project Management Introduction Field Type Description Enable the Project view in the tree Checkbox This opens up a new view in the […]

General Settings

Configuration > Call Management > General Settings Check out the guides for more information on Call Management: Call Management Field Type Description Show the "New Call" option on the Tickets screen to log a new Call manually Checkbox When selected, if in the ticket area and viewing a list of tickets, the "New" button on […]

Rules

Configuration > Tickets > Rules Configuration > Sales > Rules Check out the guides for more information on Ticket Rules, the same guides can be found on the HaloPSA Academy: Ticket Rules HaloPSA Academy – Ticket Rules Table View (Not Configuration Screen) Field Type Description Precendence Integer This value will dictate the order in which these […]

General Settings

Configuration > Reporting > General Settings Guide: Reports and Scheduling   Field Type Description Dashboard to show on the home screen Single Select The dashboard selected here will be the one used at the bottom of the Home Screen. This is the global setting for this choice, but this can be overriden on Agent Level. […]

Asset Templates

Configuration>Asset Management>Asset Template This guide covers the creation and use of Asset Templates: Guide Details Field Type Description Asset Type Single Select Asset Types (Which is a module found within Asset Management Config) are used to define the category which the asset falls under a type can be i.e. laptop, server, tablet, etc… Asset Number Integer […]

Details

Configuration > Organisations > Select Organisation Top Bar Field Type Description Edit Button Enables edit mode, and saves changes made. Change Logo Button Opens up a menu for uploading an image to use as a Logo for the Organisation. Details Field Type Description Name Free Text Organisation name, used for email/PDF templates. Address Free Text […]