Signing Contracts/Agreements

In this guide we will cover: – How to Use the Contract Signing Functionality – Secure Signing Admin Guides: Agreements (Contracts) Related Guides: Creating an Agreement/Recurring Invoice for a Customer Note: Within Halo the terms 'contract' and 'agreement' are used interchangeably.  How to Use the Contract Signing Functionality When a customer contract is proposed or […]

Site Fields

Configuration > Users > Site Fields Details Field Type Description Field Label Free Text The name of the Site / Asset field which will display in lists and details tabs. Sequence Integer (Site fields only) This number dictates where this field will be placed in lists. Fields with the same sequence will be sorted alphabetically. […]

AI Insights

In this guide we will cover: – What are AI insights? – Configuring AI insights – Sentiment Analysis & Emotion Detection – See AI insights when hovering over a ticket – AI Suggested Category What are AI insights? AI insights use AI to analyse a ticket to give further insights into the ticket, such as […]

Composite Reports

In this guide we will cover: – Creating and Selecting Reports – Customising SQL with $-Variables – Building the Composite Report – Appending/Prepending a PDF – Appearance Tab – Reports Table – Formatting the Composite Report – End-User Access – Scheduled Emails Composite reports in Halo allow you to present multiple reports to your clients […]

The Ready For Invoicing Area

In this guide we will cover: – What is the Ready For Invoicing area? – Subsections in the Ready for Invoicing Area – Filtering Invoices – Creating Invoices – Deleting and Editing Invoices What is the Ready for Invoicing area?  The Ready for Invoicing area is a subsection of the Invoices module. This area is used […]

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 […]

Quotation Status

In this guide we will cover: – Changing Quotation Statuses – System Uses on Statuses – Making Quotes not able to be edited What are Quotation Statuses? Every quotation in Halo has a 'status', this is used to help agents determine what the current status of a quotation is, and will control where the quotation […]

Introduction to HaloPSA

In this guide we will cover: – The basics of each part of HaloPSA along with the appropriate terminologies Admin Guides: Actions Agents Custom Fields  General Settings (Asset Management) General Settings (Tickets) Items & Stock Control Recurring Invoices  Self Service Portal Services Service Level Agreements Statuses Views Related Guides: Actions  AI Report Builder Customer, Site and […]

Example Combination Client

In this guide we will cover: – An Example agreement set up for a customer who has a combination agreement This is an example of a client that is billed in a different way, where some things are covered, and others are not. Fig 1. Combination Billing Rules In The Above Example The Client Has […]

Language

Configuration > Language Related Guides: Languages Language Settings 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 […]