Sending Invoices

In this guide we will cover: – How to determine which mailbox is used to send out invoices (set an mailbox override) – Sending Invoice Reminders – Choosing an Email Template Mailbox Overrides When sending invoices a mailbox override can be set on multiple levels so the mailbox it is sent out from changes depending […]

Restricting Asset Access

In this guide we will cover: – How to restrict agent access to assets – How to restrict agents access to certain asset fields The type of asset permissions you use will depend on the setting 'Asset Permission Type', found in Configuration > Asset Management > General Settings.   Fig 1. Asset Permission type Use […]

Site Contact Types

Configuration > Users > Site Contact Types Related Guides: Site Contacts Details Field Type Description Sequence Integer Sets the order the values will show in lists and dropdowns. Name Free Text The name of the Site Contact Type which will display in lists and details tabs.

Managing Prospective Clients in Halo

In this guide we will cover: – Enabling Accounts and Prospects – Prospect on a New Ticket – Converting a Prospect/Account to a Customer/User – Bulk Updating Prospects  – Changing Prospect Tab Layouts (v2.234.1+) Enabling Accounts and Prospects There is the option to store potential customers under the Prospects section of the customers area. To begin […]

Issuing Products

In this guide we will cover: – How to issue products from a ticket – How to bill for these issued products – Printing Tickets with Issued Items How to Issue Products from Tickets The 'Issuing Products' feature allows you to add a product or multiple products to a ticket in order to bill a […]

Web Announcement

In this guide we will cover: – What are Web Announcements? – Setting an End Date – Overrides – Visibility  – Permissions What are Web Announcements? Web announcements are messages that are displayed to all users on the End-User Portal. They can be set as seen below. Fig 1. Web Announcement option. Setting an End […]

Appointment Types

Configuration > Calendars & Appointments > Appointment Types Related Guides:  Appointments  Calendars and Appointments Field Type Description Sequence Integer ​Defaults to null to follow the OOTB order. If set, the "Appointment Type" dropdown will follow the order set here – smallest number to largest. Name Free Text Name of the Appointment Type Override Calendar Color […]

Departments

Configuration > Organisations > Configure Organisation > Departments Related Guides: Departments Top Bar Field Type Description Edit Button Enables edit mode, and saves changes made. Change Logo Button Opens up a menu for uploading an image to use as a Logo for the Organisation. Departments (All Tabs) *When Editing A Created Department* Field Type Description […]

Service Level Agreements

Configuration > Service Level Agreements > Service Level Agreements Related Guides: Service Level Agreements (SLAs) Details Field Type Description Service Level Agreement Name Free Text This will be the name of the SLA as it appears elsewhere throughout the system. Work Hours Single Select The work hours selected here will be used to determine the […]

Deferred Revenue for Pre-Pay

In this guide we will cover: – Setting up Deferred Revenue – Setting Up a Project to have it's Revenue Deferred  – Invoicing the Project – Creating the Project – Recognising Revenue as work is completed – Invoicing from the Sales Order – Deferred Revenue for Down payments Halo has the ability to configure deferred […]