AI

Configuration > AI We have a large collection of guides covering Halo's AI functionalities, here is a good place to start:   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 […]

Budgets

Configuration > Project Management > Budget Types Check out the guides for more information on Budgets, the same guides can be found on the HaloPSA Academy: Budgets Project Management Introduction HaloPSA Academy – Project Management Introduction Field Type Description Budget Type Name Free Text Determines the Budget Type name, returned throughout the UI Default Rate […]

Surveys

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

Asset Groups

Configuration > Asset Management > Asset Groups (additional configuration can also be accessed by right-clicking an asset or item group in the main area) Configuration > Items and Stock Control > Asset Groups Asset groups are used as a means of collating assets of different types. For example, you may store Assets of type Firewall, […]

Dashboards

Configuration > Reporting > Dashboards Check out the guides for Dashboards and Reporting Ticket Dashboards In-App Dashboards Reports and Scheduling Details Field Type Description Dashboard Name Free Text This will be the name of the Dashboard as it is displayed elsewhere throughout the system. Dashboard Type Single Select This will determine where the Dashboard is […]

Areas

Configuration > Tickets > Areas Check out the guides for more information on Areas and Tabs, the same guides can be found on the HaloPSA Academy: Ticket/Client Areas HaloPSA Academy – Ticket/ Client Areas Split The Tickets Tab By Ticket Type Table View Field Type Description Sequence Header This is the sequence value of that […]

Templates

Configuration > Tickets > Templates Check out the guides for more information on Ticket Templates, the same guides can be found on the HaloPSA Academy: Ticket Templates HaloPSA Academy – Ticket Templates Creating a Project Template Project Templates HaloPSA Academy – Project Templates Details Field Type Description Name Free Text This will be the name of […]

Calendars and Appointments General Settings

Configuration > Calendars & Appointments > General Settings Check out the Academy Guides on our Support Portal for more information on Appointments, the same guides can be found on the HaloPSA Academy: Appointments HaloPSA Academy – Appointments Additional Guide: Information on Calendars and Appointments General Settings Field Type Description Appointments release Tickets from SLA hold […]

SLA General Settings

Configuration > Service Level Agreements > General Settings Check out the guides for more information on Service Level Agreements, the same guides can be found on the HaloPSA Academy: SLAs HaloPSA Academy – SLAs Topic 4 of this guide covers SLA notifications Field Type Description Track SLA Response Times Checkbox Determines whether or not SLA […]

Security & Performance

Configuration > Security & Performance If security and performance does not show on your instance as a module, head to: {yourhalourl.com}/config/security Field Type Description Admin notifications Single Select The choice made here will determine if and where Halo Admins are notified about Security & Performance issues. Required Password Strength Single Select Provides a choice of […]