Closure Procedures (End-User Closure Confirmation)

In this guide we will cover: – Default Closure Procedures – Enabling End-User Closure Confirmation Procedures – Closure Settings on Ticket Type – Email Templates – Configuring the Worked Example – Additional Features per Ticket Type -Closure Confirmation Procedures for Project tickets Default Closure Procedures Within Halo, the standard practice for closing tickets, is that the […]

Connecting AI to Halo

In this guide we will cover: – How to connect AI to your Halo instance – AI Functionalities Before AI can be leveraged in your Halo instance you will first need to set up an AI connection. In this guide we will run through how to connect your Halo to various AI models.  For the […]

Ticket Views

In this guide we will cover: – Default Views (Agent Preference, Global Setting, Ticket Areas) – Tickets Viewing Options (By Team, By Ticket Type, All Tickets) – Custom Ticket Lists (My Lists) – Configure Tickets By Team View – How To get The "Add More Teams" Button To Display – Column Profiles – Mentioning Agents […]

Providing Access to your Knowledge Base

In this guide we will cover: – Setting Article access in the portal – Setting Article Owners Admin Guides: Knowledge Base Self Service Portal Setting Article Access in the Portal To allow access to the portal to log tickets, service requests, view service statuses, view knowledge base articles and approve/reject requests without requiring authentication, then […]

Custom Tabs

In this guide we will cover: – What are Custom Tabs? – Creating a Custom Tab – Adding a Custom Tab to a Ticket Type – Adding a Custom Tab to an Asset Type – Adding a Custom Tab to an Action – Adding Custom Tabs to the Navigation Menu – Other Uses tab Admin […]

Email to SMS

In this guide we will cover: – Compatible Email to SMS Providers – SMS Settings – Setting up an Action to send SMS – Sending SMS to Service Users Admin Guides: SMS Settings Compatible Email to SMS Providers HaloPSA will work with most Email to SMS providers as they follow a similar method for converting […]

Stock Control

In this guide we will cover: – Configuring Stock Control – Making a stock location – Stock control for Products  – Stock Levels and Consignment  Admin Guides: Items & Stock Control Related Guides: Stock Locations and Bins Purchase Orders Configuring Stock Control To enable stock tracking you will need to go to Configuration > Items […]

Creating Agreements and Contracts

In this guide we will cover: – What is an Agreement/Contract in Halo? – Initial Agreement Setup – Set when Labour (actions) is covered by or associated with an Agreement – Agreement Charge Types – Override the Charge Rates for Labour (actions) covered by the Agreement – Link Assets and Users to the Agreement – […]

Ticket Tabs

In this guide we will cover: – Types of Tab – Custom Tabs – Customising Tab Layout Admin Guides: Custom Tabs Ticket Types Related Guides: Altering Ticket Types Custom Fields How to configure Statement of Work (SoW) Templates Parent and Child Tickets Planning & Forecasting Types of Tab Budgets After enabling the Budgets module in […]

LogicMonitor Integration

In this guide we will cover: – What is the LogicMonitor Integration? – Connecting to LogicMonitor – Asset Import – Alert Processing – Halo Integrator What is the LogicMonitor Integration? LogicMonitor can be integrated with Halo to import and manage assets, as well as create alert tickets matched to the asset. Connecting to LogicMonitor Create […]