Quotations

This guide outlines the core features available for Quotations. Related articles: Sales Orders Purchase Orders Configuring PDF Templates Quotations Quotations are the start of sales processing and allow you to quickly create, preview and send clear and highly customisable PDF quotation documents. To use quotations, make sure you have the sales module enabled in the […]

Notifications

In this guide we will cover: – Notification Configuration – Notification Types in Detail – Adding Agents to an Agent Notification – List of Notification Triggers – Setting up a Personal Notification – Agent Level Settings – Access Control – Incomplete Timesheet Notifications – Notification Acknowledgements – Notifications on a Workflow Step – Do Not […]

Contracts

How to create customer contracts in Halo. Related Articles: Importing your data Supplier Contracts Assets Client contracts are used to track a specific agreement you have with a customer in regards to the service you provide them. For example, how much you charge the customer per period and what service level agreement (SLA) you work […]

Time Tracking

In this guide we will cover: – Logging Time on an Action – Adding Quick Time – Deleting Time Entries – Viewing Your Timesheets – Triggering Rules from Time Taken – Charge Type field on Quick Time Configuration Setting Guides: Time Management Fig 1. Time Management Configuration Module. Time tracking is a function to monitor how […]

Manually Creating a Ticket

How to add tickets manually. Related Articles: Ticket types Custom Fields Permissions As well as emails generating tickets and users logging on the end-user portal, you can also raise them manually. The new ticket button shown on the far left of the below image, can be added using the advanced setting in Configuration > Advanced […]

Using Dollar Variables in Actions

Using $-variables to customise the information sent to end-users and displayed to agents. Related Articles: Email settings Creating and customising Actions Custom Fields Ticket fields Note: Any variable written in this guide is written with a hyphen between the $ sign and the word. This is so there is no replacement of them if this […]

Invoicing Explained

In this article we will cover: – Enabling Billing from Halo – Adding a Recurring Invoice – Contacts and Automation – Creating Invoices manually – Deleting and Editing invoices  – Third Party Accounts Systems This guide assumes you have configured the required billing entities already (e.g. for the case of labour billing, you have set […]

Asset Management General Settings

Configuration > Asset Management > General Settings Related Guides: Asset Management General Settings Field Type Description Label for the Assets area Text Enter the label here that you would like to be used for the assets area/module. This will only take affect once you have logged out and back in.  Asset Tag must be unique […]

Search All Actions on Search Bar

The following guide provides information on how you can now search action notes when searching tickets. Searching all action notes when searching tickets requires full-text searching to be enabled with the Contains Table method. Activate "Enable Full-Text Searching on Action notes" in Config > Advanced Settings. The search screen/side menu will then search action notes […]

Billing – Agreement Multiplier

In this guide we will cover: – What an agreement multiplier does – Setting them against a charge type – A worked example of the agreement consuming double the amount of time The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that […]