Country/Region Codes
Configuration > Users > Country/Region Codes Main View (List) Field Type Description Name Header Name of the Country Code. Alpha-2 Code Header The (usually) two-character code for representing this Country. Alpha-3 Code Header The (usually) three-character code for representing this Country. Numeric Code Header The number code (this can be any length and can include […]
Sales Views
Configuration > Sales > Views Field Type Description Default View Single Select The selection made here will dictate the default View that any Agents viewing the Opportunities screen will use. This can be overridden on a per-Agent or per-Team basis. Default List Single Select Should "My Lists" be chosen as the Default View, then the […]
Customer Relationships
To setup customer relationships you must add to the "Relationships" multi-select option which appears on the details tab of a customer. Any pre-configured relationships that are in this list, will be configured from: configuration > users > user relationships. Keep the entity of type "Customer Relationships" when adding them. Guide Relationship Setup Options Field Type […]
Qualification Matching
Configuration > Teams & Agents > Qualification Matching Check out the guides for more information on Qualification Matching, the same guides can be found on the HaloPSA Academy: Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching) HaloPSA Academy – Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching) […]
Supplier Agreements
Configuration > Supplier Contracts Field Type Description Supplier Contracts Default Column Profile Single Select The column profle selected here will be used as a default for anyone viewing the Supplier Contracts page. This can then be overriden per Agent at their convenience. Configure Column Profiles Button This will take you to the menu for creating […]
Site Fields
Configuration > Users > Site Fields Main Screen (List) Field Type Description Type Single Select This will present a choice between the lists of fields that you can view; Sites or Asset. Name Header The name of the Customer Type Top Bar Field Type Description Edit Button Allows the ability to edit the details of […]
Ticket Link Types
Configuration > Tickets > Ticket Link Types The functionality here is only used when the setting in Tickets General Settings for "Split child Tickets tab into Ticket link types" is enabled. On Ticket Type level, a default "linking type" can be specified for linking tickets of that type. When checked, the Child Tickets tab on ticket […]
Language
Configuration > Language Field Type Description Default Language Single Select This allows a selection from any configured languages to be used as a default for any Agents accessing the application. Customise Language Button This will open up the menu for creating and configuring language packs. These are used to translate everything to your preferred language. […]
Problem Management
Configuration > Tickets > Problem Management Check out the guides for more information on Problem Management, the same guides can be found on the HaloPSA Academy: Problem and Change Management Using Fully Configured Workflows HaloPSA Academy – Problem and Change Management Using Fully Configured Workflows The Problem Finder functionality is part of the small AI box […]
Notification Templates
Configuration > Notifications > Notification Templates Check out the guides for more information on Notifications, the same guides can be found on the HaloPSA Academy: Notifications HaloPSA Academy – Notifications Field Type Description Name Text (Read Only) This field corresponds with the name of the notification trigger that is being used. Message Free Text Here […]