Changing your Halo URLs
This article outlines how to change your Halo agent and user portal URLs. This guide only applies if you are running Halo yourself, on-premise. Prerequisites You have access to IIS and the certificate store on the server which is running the Halo web application Please ensure you have your SSL certificate(s) available and imported into […]
Using Dollar ($) Variables Parameters
Dollar variable parameters allow further control over the output of the dollar variable. These are explained below. Date/Time variables Example – $_DATECLOSED{YYYY-MM-DD HH:mm} Money variables Example – $_INVOICETOTAL{THOUSAND:,|DECIMAL:.} This would output with the specified Thousand and Decimal separators – in this case , and . would be used. String/Text variables Example – $_SUBJECT{MAXLENGTH:100|OVERFLOW:….} This would limit the output […]
Exchange Calendars
Configuration>Calendars and Appointments>Exchange Calendars Configuration>Integrations>Exchange Calendars Guides: Calendar integration using the Microsoft Graph API Syncing Exchange Calendars(For On-Premise Web Exchange Only) Information on Calendars and Appointments Linking one Appointment to a Ticket to Link all Appointments in the Same Series Connection Method Field Type Description Microsoft Graph API Checkbox Reference the guide for more information: […]
Billing Templates
Configuration > Billing > Billing Templates Check out the Academy Guides on our Support Portal for more information on billing, the same guides can be found on the HaloPSA Academy: Billing Templates HaloPSA Academy – Billing Templates Billing Integrations Billing Rules (Formerly Billing Plan Combinations) Bulk Applying Billing Rules Billing Template Creation Settings Field Type […]
Asset Fields
Configuration > Asset Management > Asset Fields Asset fields are additional details of assets such as the model, serial number, etc. They can be added to an asset type within the "field list" Tab of an asset type. Asset fields are created in the asset management module of the configuration. Check out this guide, which […]
Email (General Settings)
Configuration > Email Guides: Google Mailbox Setup Configuring an Azure Mailbox Outgoing Email Settings (towards the end of the Guide) Check out the guides for more information on Email Configuration, the same guides can be found on the HaloPSA Academy: Email Introduction HaloPSA Academy – Email Introduction Incoming Email Field Type Description Mailbox Setup Button […]
Asset Statuses
Configuration > Asset Management > Asset Statuses Asset statuses can be configured in the Asset Management module of the config. They are the different statuses you can give to an asset such as "Active", "Inactive", in order to describe the current state of an asset. A status can be set on each asset from the […]
Agents
Configuration > Teams & Agents > Agents The Agents section of the configuration is used to manage your staff that use Halo Licences, being able to add these Agents to teams, assign roles, and set preferences and other information against them. If anything is manually added to an agents permissions i.e. not applied via a […]
CSV Templates
Configuration>Reporting>CSV Templates CSV Templates Field Type Description Name Free Text The name given to the CSV template Type Single Select Decide how granular the data is: type can be a row for each invoice line, a row for each customer or a row for each invoice. Details Table Field List This tab is used to […]
Asset Relationships
Configuration > Asset Management > Asset Relationships Asset relationships are sparsely used but mainly used in change management, should an asset require changes the relationships will show what other assets depend on that asset. Relationships can be created under the Asset Management module of the config. To add relationships to assets this can be done […]
