Agents

Configuration > Teams & Agents > Agents Related Guides: Agents Top Bar Field Type Description Edit / Save Button Enables edit mode, and saves changes made. Resend email confirmation Button Sends another email to the Agent's email address for them to verify their account with. Change Profile Picture Button Presents a menu for uploading a […]

CSV Templates

Configuration > Reporting > CSV Templates Configuration > Billing > General Settings > Edit CSV Template Related Guides: Integrating with Other Accounts Tools 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 […]

Asset Relationships

Configuration > Asset Management > Asset Relationships Related Guides: Linking Assets Asset Relationship Creation Variables Field Type Description Name Free Text The Asset Relationship name Diagram Colour Hex Code The colour chosen here will be used to represent this relationship link between Assets in the relationships flow chart. Warn when raising a ticket if descendant […]

Asset Types

Configuration > Asset Management > Asset Types Related Guides: Asset Types/Groups Asset Types Main Page There is a button on the asset types main page to XLS import your asset types. Beside the "Choose File" button of the imports page, you will find the download samples link, in which there is a asset types xls […]

Expenses

Configuration > Billing > Expenses Related Guides: Expenses Field Type Description View/Edit Expense Types Button This opens up the Lookup Codes menu for creating Expense Types. These are simply descriptive for now, and as such only have a name. When this module is enabled, there will be a new table to add expenses to within […]

PDF Templates

Configuration > Reporting > PDF Templates Related Guides: PDF Templates Details Field Type Description Name Free Text Name of the report Type Entity Chosen After clicking into the PDF Templates module, there will be a dropdown in the top left to decide which entity the PDF template will be created for. The entity chosen will […]

Accounts Codes

Configuration > Billing > Accounts Codes Note: If you are using the QuickBooks Online Integration, the accounts code module will not be available. This is because you will not need to create accounts codes in Halo as these will be pulled directly from QuickBooks Online.   Field Type Description Name Free Text The name of the […]

Customer Types

Configuration > Users > Customer Types Details Field Type Description Sequence Integer Sets the order the values show in Configuration lists only. Name Free Text The name of the Customer Type which will display in lists and details tabs.

Sales Mailboxes

Configuration > Sales > Sales Mailboxes Related Guides: Sales Mailboxes – Azure Sales Mailboxes – Google Details Field Type Description Name Free Text The name of the Mailbox as it will appear in lists. Mailbox Connection Type Single Select The connection type used for the mailbox, Azure or Google.  Import Sent Items as well as […]

User Roles

Configuration > Users > User Roles Related Guides: Users Details Field Type Description Role Name Free Text The name of the User Role which will display in lists and details tabs. User that have this Role Multiple Select Presents a list of all Users, which can be selected to receive the role you have created. […]