Restricting Field Access & Visibility

In this guide we will cover: – Restricting Field Access on a Ticket Type Restricting Field Access on a Ticket Type Restricting certain roles from being able to access particular fields on a ticket type is done within the ticket type level. Go into Configuration > Tickets > Ticket Type and enter the edit mode, […]

Automated Tickets – Next Call Date

In this guide we will cover: – How to create an automated ticket based on the Next Call Date field Within Halo, you can set up automated tickets to monitor the agreement next call date field. This is useful for setting up a date to be notified as to when you should contact clients regarding […]

Chat

Configuration > Chat Related Guides: Chat Bot and Chat Profiles User Chat Settings Field Type Description Chat profiles Button Opens up the menu for creating and modifying Chat Profiles. Chat Profiles allow users and agents to interact with an automated chat bot in order to obtain information or execute requests. For more information on Chat […]

Change Management

Configuration > Tickets > Change Management Related Guides: Change Management Field Type Description Show the Change Management tab on the Ticket Details screen for Change Requests Checkbox When checked, the Change Management tab will be visible on Tickets that are Change Requests. This tab will contain the following selected information. Show the "Change Information" field Checkbox […]

Billing Templates

In this guide we will cover: – What are Billing Templates? – Creating Billing Templates – Apply a Billing Template to a Customer – Updating Billing Templates Admin Guides: Billing Templates What are Billing Templates? Billing Templates are used to easily apply a set of billing rules to multiple customers. If you have multiple customers […]

Pre-Pay

Configuration > Billing > Pre-pay Related Guides:  Pre-Pay Pre-pay Balance checks have been removed from this list as they are under review. Field Type Description Perform global pre-pay balance checks Checkbox When enabled, customer's pre-pay balance will be checked  based on the values set below. A prepay balance threshold can be set either based on […]

Iframe Custom Tabs on Assets

In this guide we will cover: – Configuring the Custom Tab – Adding the Custom Tab to an Asset Type Configuring the Custom Tab Using Iframes within custom tabs will allow you to view a specified URL from within your asset. To add custom tabs to your assets you must navigate to Configuration > Custom […]

Resource Booking

Configuration > Asset Management > Resource Booking Configuration > Calendars & Appointments > Resource Booking Related Guides: Asset Resource Booking Agent Resource Booking Asset Resource Booking Information Field Type Description Configure Asset Types Button This will open up the menu for creating and editing Asset Types. This is the same menu as the separate Configuration […]

Scheduled Tickets

Configuration > Tickets > Scheduled Tickets Related Guides: Scheduled Tickets Schedule Field Type Description Name Free Text This will be the name of this Scheduled Ticket as it appears elsewhere in the system. Active Checkbox When checked, this Scheduled Ticket will continue to be created on schedule under whichever conditions it should create. If not, […]

Mail Campaigns

In this guide we will cover:  – What are Mail Campaigns? – Enabling Mail Campaigns – Creating a Campaign – Blast and Nurture Campaigns – Using Metrics – History – Allow Users to Unsubscribe from Mail Campaigns – Cancelling/Completing Campaigns – Sending Test Emails – Example Nurture Campaign  – Creating a Mail Campaign from a ticket (v2.234.1+) […]