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 […]
User Management
Managing your users in Halo is simple. Your users are each listed under their client, then a site (also known as a location). These are the two containers which separate them. You can view the lists of users at any level. From any client/site screen or the customer screen you can view all of the […]
Obtaining API Credentials from AT&T
Please fill out the attached form: APS_API_Connector_Questionnaire_2024.pdf and email to DL-APS_API_Services@att.com;att@halopsa.com
Pipeline Stages
In this guide we will cover: – Enabling the Pipeline Feature – Linking Workflow Steps to Pipeline Stages – Pipeline Stage on an Opportunity Ticket – Pipeline Stage in Lists – Grouping by Pipeline Stage on Column Profiles – Ticket Rules from Pipeline Stages – Restricting Pipeline Stages (v2.212.1+) Admin Guides: Sales General Settings Sales […]
Customer, Site and User Records
In this guide we will cover: – Customers Area – Creating a New Customer – Changing Customer Tab Layout – Tabs Against Customer/Sites/Users – Customer Lists Admin Guides: General Settings (Users) Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Billing Rules (Formerly Billing Plan Combinations) Creating an Agreement/Recurring Invoice for a customer Creating Quotations Document […]