Dynamic Custom Fields

In this guide we will cover: – Creating Dynamic Fields using a SQL Lookup  – Worked Example -SQL – Using Variables in Dynamic SQL Lookup Queries – Formatting as a Tree Dropdown – Default to the First Returned Value – Creating Dynamic Fields using a Custom Integration Method Custom fields of type "Single Selection" or […]

General Procedure for Integrating with an RMM

In this guide we will cover: – Connecting via the API – Mappings Custom Fields Trouble Shooting Using the Developer Tools Ticket Type Email Rule The commonly used RMM's will have detailed guides of how to integrate with Halo. This below guide goes over the general procedure for integrating with any RMM tool. There must […]

Items/Products

In this guide we will cover: – Products Area – Creating Product Groups – Creating Products Admin Guides: Items & Stock Control Related Guides: Billing for Products  Creating Projects from Products Issuing Products  Linking Products to Assets  Receiving Stock for Serialised Products & Delivering to the Customer Products Area The Products area holds information on […]

Viewing Quotes in the Portal

In this guide we will cover: – Turning on the Modules – Adding The Menu Button – Accepting or Rejecting a Quote – Adding a Video To a Quote – Adding $QUOTECANNEDVARIABLE to the PDF Template – User Authentication – User Access Admin Guides:  Quotations Self Service Portal Quotations are the start of sales processing […]

Multi-Tenancy

In this guide we will cover: – What is Multi-Tenancy in Halo? And what are the benefits? – How to create a new organisation – Using organisation overrides – Setting agent restrictions at organisation level  – Improve performance in your instance What is Multi-Tenancy in Halo and what are the benefits?  Multi-Tenancy in Halo allows […]

Sort Client Level Tickets Tab by Ticket Area

In this guide we will cover: – Sorting Client Level Tickets Tab by Ticket Area Sorting Client Level Tickets Tab by Ticket Area The setting 'Split Tickets tabs into Ticket areas' in Tickets > General Settings replaces the tickets tab ,when viewing customers, sites, users, assets, and services, with tabs for each configured ticket area. […]

The Service Catalogue – Advanced Configuration

In this guide we will cover:  – What are services and when are they used?  – Creating a new service with a breakdown of each setting – Change the service image/logo What are services and when are they used? Services in Halo are used to organise the services you provide to your end users, rather […]

Viewing Child Tickets on the Portal

In this guide we will cover: – Showing Child Tickets on the User Portal – Configuring the Tab Showing Child Tickets on the User Portal For End-Users to see child tickets on the portal you will first need to set the ticket type level setting to determine what child tickets they can see: Configuration > […]

Service Level Agreements (SLAs)

In this guide we will cover: – What are SLAs? – General Settings – Workdays – Creating Service Level Agreements  – Approval Processes – Follow-Up Date Column – Resetting Respond-By Targets – Visualising Ticket Metrics – Create SLAs from XLS Import Configuration Settings Guides: SLA General Settings Service Level Agreements Workdays Tickets General Settings Related […]

Recurring Billing Profiles (Import Recurring Invoice Lines)

In this guide we will cover: – What are Recurring Billing Profiles? – How to create a billing profile  – Importing Recurring Invoice Lines – Worked Example What are Recurring Billing Profiles?  Recurring Billing Profiles are used when importing recurring invoices lines into Halo from a csv file (spreadsheet). When importing lines each row in the […]