Dashboards

Configuration > Reporting > Dashboards Related Guides: Ticket Dashboards Halo In-App Dashboard 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 located, it can be displayed […]

Areas

Configuration > Tickets > Areas Related Guides: Ticket/Client Areas Details Field Type Description Ticket Area Name Free Text This is the name of the Area, and will be how it is displayed throughout the system in both lists and menus. Sequence in lists Integer This is the sequence value of the Area. This will decide […]

Templates

Configuration > Tickets > Templates Related Guides: Ticket Templates Details Field Type Description Name Free Text This will be the name of the Template as it appears elsewhere throughout the system. Group Single Select This group serves as another level of categorisation for Templates. These can be restricted to Teams, or Clients too. Allow End-Users to […]

Calendars and Appointments General Settings

Configuration > Calendars & Appointments > General Settings Related Guides: Appointments Calendars and Appointments General Settings Field Type Description Appointments release Tickets from SLA hold Checkbox If selected, when appointments are started (reach their start time) the SLA will auto release. Number of minutes before the appointment is due to bring the Ticket off hold […]

SLA General Settings

Configuration > Service Level Agreements > General Settings Related Guides: Service Level Agreements (SLAs)    Field Type Description Track SLA Response Times Checkbox Determines whether or not SLA response times are to be recorded. Track SLA Fix-by Times Checkbox Determines whether or not SLA resolution times are to be recorded. SLA Override Single Select Determines […]

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 […]

Time Management

Configuration > Tickets > Time Management Configuration > Time Management Configuration > Sales > Time Management Related Guides: Time Tracking Timesheet Approvals How to Configure Timesheets General Settings Field Type Description Track Non Billable Time Checkbox When checked, time that is logged against a ticket that is not billable will be kept track of and […]

Recurring Invoices

Configuration > Billing > Recurring Invoices Related Guides: Recurring Invoices General Settings Field Type Description Automatically create recurring invoices Checkbox When checked, once the schedule is met for the creation of invoices from a recurring invoice, the invoices will be automatically generated. When unchecked, you must manually create invoices from recurring invoices via the 'Ready […]

Custom Fields

Configuration > Custom Objects > Custom Fields Related Guides: Custom Fields Details Field Type Description Field Name Alphanumeric The name given to the custom field. This must only contain alphanumeric characters and no spaces. The letters "CF" will automatically be prefixed to the name when created, to indicate that it is a custom field. Can't […]

Users General Settings

Configuration > Users > General Settings Related Guides: Users Field Type Description Label for the Customer/Site/User management area Free Text Determines the name/label for the 'Customers' module, presented on the main navigation menu. Show an additional level ("Top Level") for grouping Customers. Checkbox When checked, customers may be placed into groups called 'Top Levels' (similar […]