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Now that's some serious power.

Halo x Fabio Wardley in Las Vegas

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Now that’s some serious power.

Halo x Fabio Wardley

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FAQ List: FAQs

Access Restrictions on Suppliers

In this guide we will cover: – How to set supplier permission type. – How to set access control on suppliers. Admin Guides:  Suppliers Setting supplier permission types. Within Halo you can limit the supplier access given to agents by configuring the access control per supplier. This is useful if you would only like certain […]

Custom Tabs

Configuration > Custom Objects > Custom Tabs Related Guides: Custom Tabs Details Field Type Description Tab Name Text The name given to the custom tab. Sequence Integer The order in which the custom tab is shown on the list of custom tabs. Type Single Select The type can be iframe, dashboard, or Fields Iframe will […]

Notifications General Settings

Configuration > Notifications > General Settings Related Guides: Notifications Field Type Description Allow multiple notification events per Ticket to be sent at once Checkbox When selected, If there are multiple notifications triggered by one action and there are agents or users that should receive multiple notifications, this setting ensures they will receive multiple notifications from […]

Notifications

Configuration > Notifications > Notifications Related Guides: Notifications Setup Field Type Description Description Free Text The text entered here will be used as a description to identify this Notification elsewhere throughout the system. Notification Type Single Select The choice made here will dictate who receives this notification, and different fields will appear below to configure […]

Sales Orders

Configuration > Sales Orders Related Guides: Sales Orders Sales Orders General Settings Field Type Description Product Code for Miscellaneous Items for Quotations and Sales Orders Single Select The Item Code selected here will be applied to any Miscellaneous Items on Quotations or Sales Orders. Product to use for down payment Single Select The item selected […]

Software Licensing

Configuration > Asset Management > Software Licencing Related Guides: Licences/Subscriptions Overview Field Type Description Show software changes on the Asset change history Checkbox When selected, all changes made to software licences on an Asset (done on the 'Software' tab of an Asset) will be displayed on the Change History tab for that Asset. Software Audit […]

Project Management General Settings

Configuration > Project Management > General Settings Related Guides: Creating Projects Field Type Description Enable the Project view in the tree Checkbox This opens up a new view in the tree to list project Tickets. The project details screen will then show in place of the list. When using Ticket Areas you will also need […]

Call Management General Settings

Configuration > Call Management > General Settings Related Guides: Call Management Integrations Field Type Description Show the "New Call" option on the Tickets screen to log a new Call manually Checkbox When selected, if in the ticket area and viewing a list of tickets, the "New" button on the top right can be hovered over […]