Linking Purchase orders to Projects

In this lesson we will cover: -How to Link Purchase Orders to Projects This functionality is available as of v2.184+  As of v2.184+ you can enable the ability to link purchase orders raised for products associated with the project to the project ticket. This allows the project ticket to automatically be updated when these products […]

Customising the Agent Application

In this guide we will cover: – Switching to the New UI – Ticket Type Configuration – Action Configuration – SLA Configuration – Agent Configuration – Custom Tables Configuration – Dashboard Configuration – Advanced Settings Configuration Admin Guides: Actions Advanced Settings   Agents Dashboards Service Level Agreements Ticket Types Related Guides: Altering Ticket Types  Custom Tables […]

Consignment PDFs

In this lesson we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes What […]

Users

In this lesson we will cover: – What are Users in Halo? – User Settings – Importing Users into Halo What are users? Users in Halo are the people raising the tickets. They are the requestors rather than the people resolving the tickets(those people would be referred to as agents/technicians in "Halo terminology"). Fig 1. […]

Followers and Following Tickets

In this lesson we will cover: – What is following a ticket – How Agents can follow a ticket – How End Users can follow a ticket  What is following a ticket? Following a ticket BCCs your agent email address onto any email correspondence from the ticket. This was originally created to ensure that when […]

Notifications

In this lesson we will cover: – Notification Configuration – Notification Types in Detail – Adding Agents to an Agent Notification – List of Notification Triggers – Setting up a Personal Notification – Agent Level Settings – Access Control (v2.176.1) – Incomplete Timesheet Notifications (v2.176.1) Associated Administrator Guides: Notifications General Settings Notification Configuration To begin […]

Departments and Teams

                        In this lesson we will cover: – How to create a new Department and Team in Halo Associated Admin Guides Departments Teams Creating a new Department and Team To access Departments & Teams in Halo, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and […]

Importing Data

                                                            In this lesson we will cover: – Spreadsheet templates for imports – How to complete an import – Importing Data to Specific Fields – Finding Errors When Importing Spreadsheet templates for imports How to import data into the relevant areas of your system The best place to start before completing any imports, […]

Menu Buttons

In this lesson we will cover: – List of Menu Buttons – Creating Menu Buttons – Customising Menu Buttons – Show on Navigation Bar Setting Associated Admin Guide:  Self Service Portal List of Menu Buttons Menu buttons allow you to build out the functionality of your Self Service Portal and compose of all the features […]