Workdays

Configuration > Teams & Agents > Workdays Configuration > Service Level Agreements > Workdays Related Guides: Workdays Details Field Type Description Workday Name Free Text The name of the Workday to display in lists and views. Summary Rich Text A brief description of the Workday to explain it to other Agents. The working hours are […]

Surcharges

Configuration > Billing > Surcharges Related Guides: Surcharges Field Type Description Name Free Text The name of the Surcharge, returned throughout the UI. Rate Money The flat fee that is added to invoices, for each Action that uses a Charge Type with Surcharges applied. See 'Surcharges' guide for more details. Linked Item Single Select Link […]

Software Releases

Configuration > Software Releases Related Guides: Software Releases Field Type Description Setup Products Button Opens up the menu for creating and configuring Software Products.  Release Types Button Opens up the menu for creating and configuring Software Release Types.  Release Note Groups Button Opens up the menu for creating and configuring Software Release Note Groups. Use […]

Recurring Billing Profiles

Configuration > Billing > Recurring Billing Profiles Related Guides: Recurring Billing Profiles Field Type Description View/Edit XLS Profiles for Recurring Invoice Lines Button This opens up a menu for creating and editing XLS Recurring Invoice Line import templates. These are used for importing and updating quantities on Recurring Invoices via XLS/CSV. Import Recurring Invoice Lines […]

Custom Buttons

Configuration > Custom Objects > Custom Buttons Related Guides: Custom Buttons Button Details    Field Type Description Button Name Free Text The name given to the button. Button Label Free Text Give a label for the button Button Icon Single Select Give a default icon to this button.  Button Use Single Select Choose what the […]

Canned Text

Configuration > Tickets > Canned Text Configuration > Sales > Canned Text Related Guides: Canned Text Overview Screen Field Type Description Import Canned Text via Spreadsheet Button This will open up the menu for importing Canned Text content via an XLS import. This will require the upload of a correctly formatted .xls file which will […]

Remote Support General Settings

Configuration > Remote Support > General Settings Field Type Description Default User Single Select Remote Sessions that do not have a valid User will be saved against this User. Allow Agents to invite Users to Remote Sessions for other Agents Checkbox When checked, Agents will be able to invite Users to remote sessions that are […]

SMS Settings

Configuration > Email > SMS Settings Related Guides: Email to SMS Twillio for SMS Integration Field Type Description SMS Type Single Select This will allow you to choose whether you are configuring Halo's own "Email to SMS" service or the Twilio integration's "Twilio SMS" service. These will present different options below. Email to SMS Field […]

Statuses

Configuration > Teams & Agents > Statuses Related Guides: Agent Statuses Details Field Type Description Status Name Free Text The name of the Status Sequence in lists Integer Determines where the Status will appear in lists; a higher Sequence will result in the Status being lower in the list. Statuses with the same Sequence will […]

Opportunity Types

Configuration > Sales > Opportunity Types The types listed in this menu are simply Ticket Types with their Use set to Opportunities. Therefore they have the same configuration as Ticket Types. Table View Field Type Description Sequence Header This is the sequence value of the Ticket Type, and will dictate where it appears in lists. […]