Pre-Pay

Configuration > Billing > Pre-pay Related Guides:  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 checks Checkbox When enabled, customer's pre-pay balance will be checked  based on the values set below. A prepay balance threshold can be set either based on […]

Resource Booking

Configuration > Asset Management > Resource Booking Configuration > Calendars & Appointments > Resource Booking Related Guides: Asset Resource Booking Agent Resource Booking Asset Resource Booking Information Field Type Description Configure Asset Types Button This will open up the menu for creating and editing Asset Types. This is the same menu as the separate Configuration […]

Scheduled Tickets

Configuration > Tickets > Scheduled Tickets Related Guides: 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. Active Checkbox When checked, this Scheduled Ticket will continue to be created on schedule under whichever conditions it should create. If not, […]

Email Templates

Configuration > Email > Email Templates Related Guides: Email Templates Table View Field Type Description Top Left Dropdown Single Select This dictates the Message Group to which the viewed Templates belong. ID Header This is the ID of the template, which can be used via SQL or the API to identify the template. Description Header […]

Automated Tickets

Configuration > Tickets > Automated Tickets Related Guides: Automated Tickets Details Field Type Description Name Free Text This will be the name of the Automated Ticket template as it appears elsewhere in the system. Group Single Select This will be the group to which this template belongs. These groups can be placed as restrictions as to […]

Categorisation

Configuration > Tickets > Categorisation Configuration > Sales > Categorisation Related Guides: Ticket Categories Field Type Description Use treeview dropdown when selecting a category Checkbox When checked, this will present a tree-view menu for choosing Categories. This means that available Categories will be nested under groups. Force selection of an end node Checkbox When checked, a […]

AI

Configuration > AI Related Guides: Connecting AI to Halo Contents of AI guides Leveraging AI in Halo Setup Field Type Description Default AI Connection Radio List This determines which AI connection is used. You will need to enter credentials if using Azure/Own OpenAI. (On-Prem customers will not have the option to use the 'Default Halo […]

Budgets

Configuration > Project Management > Budgets Related Guides: Budgets Field Type Description Budget Type Name Free Text Determines the Budget Type name, returned throughout the UI Default Rate (hrs) Decimal Determines the (internal) hourly rate to use for a Budget of this type. Used as a means of calculating Project costs. Note: Set to 0 […]

Surveys

Configuration > Tickets > Surveys Related Guides: Surveys One-Click Feedback General Settings Field Type Description Show Feedback in the Closure details on the Ticket Details screen     Checkbox When checked, closed tickets that are given feedback will have a "Feedback" section in their Ticket Details view. This will detail the Satisfaction Level, the Comment, and will […]

Asset Groups

Configuration > Asset Management > Asset Groups Configuration > Items and Stock Control > Asset Groups Related Guides: Asset Types/Groups Details Field Type Description Name Free Text Determines the name of the Asset Group as it appears elsewhere throughout the system. The assets area can be viewed using the "Assets by Group" option, this will […]