Creating Report Data Within a Runbook (Matching and Merging to Existing Alert Tickets)
In this guide we will cover: – Creating Report data within a Runbook – Worked Example – have email alerts merge based on alert ID Creating Report Data within a Runbook Report queries can be within integration runbooks to obtain data from your Halo database to be used as part of the runbook. This guide […]
$-Variables (Dollar Sign Variables)
In this guide we will cover: – What Variables can be Used – PDF Variables – Using Variables in Custom Fields – Adding Prefixes – Variable Suggestions (v2.228.1+) What Variables can be Used Variables can be used throughout HaloPSA for a variety of functions, some of which include: Returning Ticket-specific information on emails. Returning date-specific […]
Document Management for Customers, Sites and Users
In this guide we will cover: – How documents can be managed under customer, site and user profiles – Additional Functionality Document Versions Have users upload documents in the portal Note: This differs to managing documents within the documents module, this guide below requires configuring the document management module. For information on this see our […]
Suppliers
In this guide we will cover: – Enabling Suppliers – Creating Suppliers – Viewing Supplier Profiles – Tickets with Suppliers – Associating a Supplier (Items, Contracts, Assets, Documents, Purchase Orders) – Contacting a Supplier via the API – Allow Supplier Contacts to Access the Portal Admin Guides: Email (General Settings) Suppliers Related Guides: Asset Import […]
PopUp Notes For Customers & Contacts
In this guide we will cover: – What are Popup notes? – How to create Popup notes What are Popup notes? It's possible to add popup notes against customers or contact records. This means that whenever a ticket associated to that customer/contact is loaded, the pop-up note shows to all agents. Pop-up notes can be […]
Access Restrictions on Suppliers
In this guide we will cover: – How to set supplier permission type. – How to set access control on suppliers. Admin Guides: Suppliers Setting supplier permission types. Within Halo you can limit the supplier access given to agents by configuring the access control per supplier. This is useful if you would only like certain […]
Setting Up An API Agent
In this guide we will cover: – Setting up an API Agent – Use of an API Agent API agent accounts do not take up licences, are free of charge and are used for accessing the Halo Integrator and API connections. Setting up an API Agent To set up an API agent account, go to […]
Creating Projects
In this guide we will cover: – Creating a Project From The Projects Area – Creating a Project From An Opportunity – Creating a Project From a Sales Order – Applying Budgets to Projects via Sales Orders – To-Do Lists – To-Do List Groups – Date Dependencies Admin Guides: Ticket Areas Actions Budgets To-Do Lists […]
Date Formatting on Email Templates Using $-variables
By default when using $-variables to populate dates (e.g. date occurred), it will use the following format DD/MM/YYYY HH:MM tt. 21/09/2023 15:50 PM. Please note that capitalisation of letter within the brackets is case sensitive and if used differently to above will affect the outcome of the format. You can use {} […]