Product Bundles

Configuration > Items and Stock Control > Product Bundles Related Guides: Product Bundles Quotation Field Type Description New Bundle Table Here is where the Products within the Bundle are set within the same format as the Quotation screen. Settings Field Type Description Product Bundle Categories Single Select A Category can be assigned to the Product […]

Agreements (Contracts)

Configuration > Agreements Related Guides: Creating an Agreement/Recurring Invoice for a customer Field Type Description Contract charge description Free Text When any billing is processed for Agreement-related charges, this will be the line that appears on invoices, along with the Agreement name. $ Variables can be used. Variables Guide Enable agreement cost calculation using calculation […]

Time zone Overrides

In this guide we will cover: – Time zone Override Hierarchy  –  Determine if the SLA is using agent or user working hours – Override Locations Time zones can be set in various places in Halo, with the time zone set in some places overriding others.  Time zone Override Hierarchy  Time zone hierarchy used for […]

Tax Code Types

In this guide we will cover: – Types of Tax Code – What Each Type Sets This guide will cover each Tax Code that can be set within the system, where it is set, and when it is used. Tax Codes Where is it set? Related to an Integration? When is it used? Item tax […]

FAQ Lists

Configuration > Knowledge Base > Configure FAQ Lists Related Guides: FAQ Lists in the Knowledge Base Field Type Description FAQ List Name Text Here, enter a name for the FAQ list.  Article Type Text Here, you can choose whether the FAQ list is used for Knowledge base articles or News articles.  Sequence in lists Integer […]

SLA Hold Reminder Overrides

In this guide we will cover: – Hierarchy Used for SLA Hold Reminders – Locations to Enable Hierarchy Used for SLA Hold Reminders SLA hold reminders follow a slightly different process from a typical override hierarchy. Instead of one taking precedence over another, disabling one takes precedence over any of the other areas where it […]

Screen Layout Overrides

In this guide we will cover: – Hierarchy Used for Screen Layout Overrides – Override Locations Hierarchy Used for Screen Layout Overrides The screen layout(s) that will be used within varying areas of the system will be determined by the following hierarchy: – Agent – Global Screen layouts can be set for Client/Customer, User, Site, […]

Chat Profile (for Self-Service Portal) Overrides

In this guide we will cover: – Hierarchy Used for Chat Overrides – Override Locations Different chat profiles can be overridden for Users within the Self-Service Portal with the below areas of the system. Hierarchy Used for Chat Overrides The chat profile that will be used within the Self-Service Portal will be determined by the […]

Password hashing work factor

The work factor is the amount of iterations of the hashing algorithm that are performed for each password. The higher the number the more computationally expensive the hash calculation becomes, which reduces the speed and/or increases the cost for would be attackers. The amount of iterations needs to strike a balance between performance and security. […]

Home Screen Dashboard Overrides

In this guide we will cover: – Hierarchy Used for Dashboard Overrides – Override Locations Hierarchy Used for Dashboard Overrides The dashboard that will be shown on an agent's home screen will be determined by the following hierarchy: – Agent – Default Team – Global Override Locations Agent In Configuration > Teams & Agents > […]