Custom Table Import via Email and CSV – Scheduled Imports

In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The […]

Custom Buttons

Configuration > Custom Objects > Custom Buttons Check out the guides for more information on Custom Buttons, the same guides can be found on the HaloPSA Academy: Custom Buttons HaloPSA Academy – Custom Buttons Button Details Field Type Description Button Name Free Text The name given to the button. Button Label Free Text Give a […]

Custom Tabs

Configuration > Custom Objects > Custom Tabs Check out the guides for more information on Custom Tabs, the same guides can be found on the HaloPSA Academy: Custom Tabs HaloPSA Academy – Custom Tabs Details Field Type Description Tab Name Text The name given to the custom tab. Sequence Integer The order in which the […]

Custom Fields

Configuration > Custom Objects > Custom Fields Check out the guides for more information on Custom Fields, the same guides can be found on the HaloPSA Academy: Custom Fields HaloPSA Academy – Custom Fields Details Field Type Description Field Name Alphanumeric The name given to the custom field. This must only contain alphanumeric characters and […]

Custom Tables

Configuration > Custom Objects > Custom Tables Check out the guides for more information on Custom Tables, the same guides can be found on the HaloPSA Academy: Custom Tables HaloPSA Academy – Custom Tables Details Field Type Description Table name Text The name stored in the database Table label Text The name displayed on the […]