Configuration for Raising Tickets on the Portal

In this guide we will cover: – New Ticket Configuration For The Self Service Portal – Ticket Type Selection on a Menu Button – Logging a Ticket – Web Access Level – User Roles Admin Guides:  Agents Self Service Portal Ticket Types Some of the configuration options may appear in different tabs, or may not […]

Runbook: Append a Recurring Invoice from Sales Order lines

DISCLAIMER: This is just an example of using runbooks, configuring an automation to work in this way is very difficult due to the different set up you may have on your sales orders and invoices. The idea of this guide is to give a good example of the different configuration options within runbooks. After creating […]

Sales Orders

In this guide we will cover: – Creating Sales Orders – Processing Sales Orders – Editing Sales Orders – Email Template for Sales Orders – Sales Order Notifications – Line Completions – Sending Order Updates to Users  Admin Guides: Items and Stock Control Sales Orders Quotations After a quote has been accepted the next stage […]

Surcharges

In this guide we will cover: – Using Surcharges – Enabling & Creating Surcharges – Selecting the Surcharge to Apply for a Client – Surcharges in Action – Set Surcharge Limit Admin Guides: General Settings Using Surcharges Before we look into configuring Surcharges, lets make sure we understand how Surcharges work. There are two primary […]

Populating Invoice Lines from $-Variables

In this guide we will cover: – Populate Labour line description – Populate Items Issued line description – Populate Items on recurring invoice line description – Populate Invoice consignment line description – Populate Sales order and Pro-rata line descriptions Configuration Setting Guide: Billing General Settings Invoices can be created from a variety of places. As […]

Project Billing – Milestone Billing

In this guide we will cover: – What is Milestone Billing? – Enable Milestone Billing – Bill based on the value of the milestone – Bill based on the actions completed within the milestone – Bill Milestones using products (deprecated functionality) What is Milestone Billing? Milestone billing allows you to bill project work in Halo […]

Article Restrictions

In this guide we will cover: – Restrict FAQ List by User Role – Restricting Access to Individual Articles  – Viewing Article Access – Remove the Agents' Ability to Edit Articles – Publishing Articles Using Unique Links Restrict FAQ List by User Role FAQ lists can be restricted based on different user roles. The default […]

Creating a Project From a Sales Order

In this guide we will cover: – Applying templates to products – Adding additional sales order lines to a project – Adding milestones to projects – Adding budgets to projects – Linking Purchase orders to Projects In this example, we will look at how Projects can be raised directly from Sales Orders. The mechanism behind […]

How to Configure Timesheets

In this guide we will cover: – Key Settings – Add Fields to Time Logging screen – Set Warning if Time Taken on Action Exceeds a Set Amount of Time – Setting Target Hours and Holidays – Timesheet Approvals – Incomplete Timesheets Notifications Admin Guides: Time Management Related Guides: Timesheet Approvals  Time Tracking What are […]

Working on Tickets

In this guide we will cover: – Actions on Tickets – Respond Button – SLA Option for Response Timer – Ticket Screen – Options For Viewing Ticket Progress Admin Guides: Actions SLA General Settings Ticket Types  Tickets General Settings Ticket Views Actions on Tickets As an agent you will be working on tickets which were […]