Contract (Agreement) Types

Configuration > Billing > Contract Types Field Type Description Name Free Text Determines the name of the contract/agreement type. This is used for reporting purposes, to easily see how a contract/agreement is categorised. Typically agreement types will be named based on the services included in this agreement, actual services will not be linked, this is […]

General Settings

Configuration > Sales > General Settings Field Type Description Default Ticket Type for New Opportunities Single Select The Opportunity Ticket Type selected here will be used as a default when creating new Opportunities. This can still be changed upon creation manually. Default Customer/Site for New Opportunities Single Select The Site selected here will be the […]

Chat

Configuration > Chat Guide: Chat Bot and Chat Profiles User Chat Settings Field Type Description Chat profiles Button Opens up the menu for creating and modifying Chat Profiles. Chat Profiles allow users and agents to interact with an automated chat bot in order to obtain information or execute requests. For more information on Chat Profiles […]

Change Management

Configuration > Tickets > Change Management Check out the guides for more information on Change Management, the same guides can be found on the HaloPSA Academy: Change Management HaloPSA Academy – Change Management Problem and Change Management Using Fully Configured Workflows Field Type Description Show the Change Management tab on the Ticket Details screen for Change […]

Pre-Pay

Configuration > Billing > Pre-pay Check out the Academy Guides on our Support Portal for more information on billing, the same guides can be found on the HaloPSA Academy: Pre-Pay HaloPSA Academy – Pre-Pay Pre-pay Balance checks have been removed from this list as they are under review. Field Type Description Perform global pre-pay balance […]

Resource Booking

Configuration > Asset Management > Resource Booking Configuration > Calendars & Appointments > Resource Booking Check out the following guides for more information on Resource Booking: Asset Resource Booking Agent Resource Booking Field Type Description Configure Asset Types Button This will open up the menu for creating and editing Asset Types. This is the same […]

Scheduled Tickets

Configuration > Tickets > Scheduled Tickets Check out the guides for more information on Scheduled Tickets, the same guides can be found on the HaloPSA Academy: Scheduled Tickets HaloPSA Academy – Scheduled Tickets Schedule Field Type Description Name Free Text This will be the name of this Scheduled Ticket as it appears elsewhere in the system. […]

Email Templates

Configuration > Email > Email Templates Check out the guides for more information on Email Templates, the same guide can be found on the HaloPSA Academy: Email Templates HaloPSA Academy – Email Templates Table View Field Type Description Top Left Dropdown Single Select This dictates the Message Group to which the viewed Templates belong. ID […]

Automated Tickets

Configuration > Tickets > Automated Tickets Check out the guides for more information on Automated Tickets, the same guides can be found on the HaloPSA Academy: Automated Tickets HaloPSA Academy – Automated Tickets Automated Tickets (Next Call Date as Criteria) Details Field Type Description Name Free Text This will be the name of the Automated Ticket […]

Categorisation

Configuration > Tickets > Categorisation Configuration > Sales > Categorisation Check out the guides for more information on Categorisation, the same guides can be found on the HaloPSA Academy: Project Billing (Topics 1 and 2) HaloPSA Academy – Project Billing(Topics 1 and 2) Using Category Group as Ticket Rule Criteria Field Type Description Use treeview dropdown […]