User Roles
Configuration > Users > User Roles Related Guides: Users Details Field Type Description Role Name Free Text The name of the User Role which will display in lists and details tabs. User that have this Role Multiple Select Presents a list of all Users, which can be selected to receive the role you have created. […]
Purchase Orders
Configuration > Purchase Orders Related Guides: Purchase Orders Field Type Description Item Code for Miscellaneous Items for POs Single Select The product selected here will be the product code used when adding ad-hoc products to Purchase Orders. Use the Purchase Order ID to generate the Reference Number Checkbox When this setting is checked on, the […]
Approval Processes
Configuration > Tickets > Approval Processes Related Guides: Approvals Approval Process Approvers Field Type Description Setup Processes Button This button opens up the menu for setting up Approval Processes. The fields in here are described below. Process Rules Button This button opens up the menu for setting up Approval Process Rules. The fields in here […]
Charge Types
Configuration > Billing > Charge Types Related Guides: Charge Types Details Field Type Description Charge Rate Name Free Text The name of the Charge Rate returned throughout the UI. Use Single Select Two possible options: Labour & Travel. 'Use Travel Charge Rates' must be enabled to return the 'travel' option. Labour rates should be used […]
Quotations General Settings
Configuration > Quotations > General Settings Configuration > Sales > Quotations > General Settings Related Guides: Creating Quotations Field Type Description Use Gross margin instead of markup Checkbox When selected & setting the cost/Gross Margin of a product on a Quote, the price will be calculated as per the Gross Margin formula. When not selected, […]
A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman
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Advanced Settings
Configuration > Advanced Settings Field Type Description Application Colour Single Select Determines the default application colour. This will be the colour given to i.e. the navigation bar (which is displayed on the left hand side of Halo) and the configuration modules. Can be overridden per agent via their preferences, if permitted. To change this […]
Holiday Management
Configuration > Teams & Agents > Holiday Management Related Guides: Holiday Management General Settings Field Type Description Agent Status to set when an Agent is on Holiday Single Select Agents will be set to this Status when they are marked as being on Holiday i.e. when they create an 'Appointment' of Event Type 'Holiday' and […]
Chat Profiles
Configuration > Chat > Chat Profiles Related Guides: Live Chat in Halo Details Field Type Description Name Free Text This is the name of the Chat Profile as it will appear elsewhere throughout the system. Access Single Select The choice made here will determine which Users are able to use this Chat Profile. You may […]
Tax Rates
Configuration > Billing > Tax > Tax Rates Related Guides: Tax Rates Note: If Tax Rates are imported from QuickBooks Online, there can be a QuickBooks Online Tax rate and Tax Code associated with the Halo Tax Rate, these are configurable on the imported tax rate. Field Type Description Name Free Text The name of […]