Items & Stock Control General Settings

Configuration > Items & Stock Control > General Settings Related Guides: Issuing Products Stock Control Field Type Description Track Stock Levels Checkbox Determines whether or not the stock tracking functionality is enabled. Allow Purchase Order stock to be received when not tracking stock Checkbox Allows receival of stock on a purchase order without stock checks […]

Attachments Tab Table View on Tickets

In this guide we will cover: – Configuring the Attachments Tab as a Table Configuring the Attachments Tab as a Table You can set the attachments tab on a ticket to show as a table (this is a global setting): Configuration > Tickets > General Settings > Advanced: Fig 1. Show the Attachments tab as […]

Document Management Area

In this guide we will cover: – Turning on and Configuring the Module – Agent Permissions – Documents Area – Folder Access Control Turning on and Configuring the Module Halo has a dedicated area for document management. Here you can create folders, upload new documents, and manage versions of documents. First head into Configuration and […]

Using QR Codes on PDF Templates

How to include QR codes within PDF Templates + a specific use case: The Swiss QR Bill When generating PDF templates, you can include some specific HTML in order to render a QR code, returning data of your choice. The PDF Template Online Repository has an example of how this is implemented. From your PDF […]

Accessibility Statement

Halo has made all fixes required to take us to AA WCAG 2.1. Generally speaking, we will resolve anything that falls under the “A” classification as a bug.  Anything that falls under “AA” and “AAA” requirements will be handled as feature requests and added to the roadmap.

Asset Management General Settings

Configuration > Asset Management > General Settings Related Guides: Asset Management General Settings Field Type Description Label for the Assets area Text Enter the label here that you would like to be used for the assets area/module. This will only take affect once you have logged out and back in.  Asset Tag must be unique […]

Mailbox Setup

Configuration > Email > Mailbox Setup Related Guides: Google Mail Setup (Setting up Google Application) Office 365/Azure Mailbox Setup Table View Field Type Description Name Header The name of the Mailbox, as it appears in lists. Server Header The type of Mailbox this is, i.e. how / where it is hosted. Username Header The Username […]

Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL

In this guide we will cover: – Setting up Anonymous Ticket Logging Setting up Anonymous Ticket Logging You can allow users to log requests anonymously (without authentication to the portal) for certain ticket types in the following way. The form can be accessed via a link or can be embedded on a website by adding […]

Creating Quotations

In this guide we will cover: – Raising a Quotation – Raising from an Opportunity – Raising Stand-Alone Quotations – Cloning a Quotation – Building the Quotation – Product Bundles/Groups – Editing the Quotation – Etilize Integration – Sending the Quotation  Admin Guides: Quotations Raising a Quotation Quotations can either be raised as a stand-alone […]

Appointments

In this guide we will cover: – Creating Appointments – Appointment System Uses On Actions – Appointment Creation Screen – Creating a MS Teams Meeting from a Halo Appointment – Internal Appointments   Admin Guides:  Appointment Types Exchange Calendars Calendars/ Appointments General Settings Related Guides:  Calendars and Appointments Halo provides the ability to have agents create appointments […]