Sales Mailboxes

This type of mailbox can only be connected using Azure or Google, as it requires an API connection to be configured.  The Sales Mailbox configuration allows you to integrate your Sales Mailboxes into Halo in order to update Opportunities based on inbound emails to these addresses. You'll find a step-by-step procedure to follow in order […]

User Roles

Configuration > Users > User Roles Check out the guides for more information on Users, the same guides can be found on the HaloPSA Academy: Users HaloPSA Academy – Users Approval Process for a Users Department Manager Top Bar Field Type Description Edit Button Allows the ability to edit the details of this User Role. […]

Purchase Orders

Configuration > Purchase Orders Check out the guides for more information on Purchase Orders, the same guides can be found on the HaloPSA Academy: Purchase Orders HaloPSA Academy – Purchase Orders Ad-Hoc Items on Quotes and Orders Etilize Integration Field Type Description Item Code for Miscellaneous Items for POs Single Select The product selected here […]

Charge Types

Configuration > Billing > Charge Types Check out the guides for more information on billing, the same guides can be found on the HaloPSA Academy: Charge Types Travel HaloPSA Academy – Charge Types Details Field Type Description Charge Rate Name Free Text The name of the Charge Rate returned throughout the UI. Use Single Select […]

Approval Processes

Configuration > Tickets > Approval Processes Associated Guides: Approvals Approval Process Approvers Field Type Description Setup Processes Button This button opens up the menu for setting up Approval Processes. The fields in here are described below. Process Rules Button This button opens up the menu for setting up Approval Process Rules. The fields in here […]

Quotations

Configuration > Quotations Configuration > Sales > Quotations Check out the Academy Guides on our Support Portal for more information on Quotations, the same guides can be found on the HaloPSA Academy: Creating Quotations HaloPSA Academy – Creating Quotations Ad-Hoc Items on Quotes and Orders Approving Quotes Etilize Integration Quotation PDFs Quotation Status Viewing Quotes […]

Actions

Configuration > Tickets > Actions Configuration > Sales > Actions Check out the guides for more information on Actions, the same guides can be found on the HaloPSA Academy: Actions HaloPSA Academy – Actions Actions – System Uses If certain Actions are not appearing on your Tickets as you expect, check the following things to […]

Advanced Settings

Configuration > Advanced Settings   Field Type Description Application Colour Single Select Determines the default application colour. This will be the colour given to i.e. the navigation bar (which is displayed on the left hand side of Halo) and the configuration modules. Can be overridden per agent via their preferences, if permitted. To change this […]

Holiday Management

Configuration > Teams & Agents > Holiday Management Check out the guides for more information on Holiday Management, the same guides can be found on the HaloPSA Academy: Holiday Management HaloPSA Academy – Holiday Management General Settings Field Type Description Agent Status to set when an Agent is on Holiday Single Select Agents will be […]

Chat Profiles

Configuration > Chat > Chat Profiles Guide: Live Chat Functionality/Bot Flow Details Field Type Description Name Free Text This is the name of the Chat Profile as it will appear elsewhere throughout the system. Access Single Select The choice made here will determine which Users are able to use this Chat Profile. You may choose […]