Example All You Can Eat Agreement Client

In this guide we will cover: – An Example on how to set up an agreement for a customer who has an all you can eat agreement In this example we will run through the setup for a customer who has an all you can eat agreement. This means that they can use the service […]

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 […]

News Articles

In this guide we will cover: – Enabling and configuring News articles – News Article Drafts – Showing Recently Created Articles on the Self Service Portal – Publishing Articles Using Unique Links Enabling and configuring News articles Within the knowledge base area of Halo you can create news articles. News articles can be limited by […]

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. […]

Pre-Pay

In this guide we will cover: – Where and how to set up Pre-Pay for a customer – Use Pre Pay Amount instead of Pre Pay Hours – Recalculating Billing for Pre-Pay hours – Manually adjusting the amount of Pre-pay hours an action uses Admin Guides: Pre-Pay Where and how to set up Pre-Pay for […]

SQL For Auditing Passwords

The below SQL is for auditing of passwords, the same report can be found in the online repository by searching for "Password Audits" select  apfid [ID] , nhd_user.username [Name] , apfdate [Date]  , CASE when apfobjecttype=1 then 'Asset' when apfobjecttype=2 then 'Site' when apfobjecttype=3 then 'Custom Field' when apfobjecttype=4 then 'Supplier' end as [Field Type] , CASE WHEN apfobjecttype = 1 THEN (SELECT dinvno FROM device WHERE did = apfobjectid)        WHEN apfobjecttype = 2 THEN (SELECT sdesc FROM site WHERE ssitenum = apfobjectid)        WHEN apfobjecttype = 3 AND (SELECT fiusage FROM fieldinfo WHERE fiid = apffieldid) = 1 THEN concat('Ticket – ', (SELECT faultid FROM faults WHERE faultid = apfobjectid))       […]

General Procedure for Integrating with an RMM

In this guide we will cover: – Connecting via the API – Mappings Custom Fields Trouble Shooting Using the Developer Tools Ticket Type Email Rule The commonly used RMM's will have detailed guides of how to integrate with Halo. This below guide goes over the general procedure for integrating with any RMM tool. There must […]

Field Groups

Configuration > Tickets > Field Groups Related Guides: Ticket Types (Field Lists) Details Field Type Description Field Group Name Free Text This will be how the Field Group appears in lists elsewhere throughout the system. Group Header Free Text When these groups are applied, this will be used as the header of the Group when they […]

Viewing Quotes in the Portal

In this guide we will cover: – Turning on the Modules – Adding The Menu Button – Accepting or Rejecting a Quote – Adding a Video To a Quote – Adding $QUOTECANNEDVARIABLE to the PDF Template – User Authentication – User Access Admin Guides:  Quotations Self Service Portal Quotations are the start of sales processing […]

Multi-Tenancy

In this guide we will cover: – What is Multi-Tenancy in Halo? And what are the benefits? – How to create a new organisation – Using organisation overrides – Setting agent restrictions at organisation level  – Improve performance in your instance What is Multi-Tenancy in Halo and what are the benefits?  Multi-Tenancy in Halo allows […]