Reports and Scheduling

The following video explores Ticket Reporting and how you can configure actions to generate reports from within a ticket. For Portal Users: Video Link – Ticket Reports                                                               The following video explains the side pane dashboard feature and how to customise it to include your followed tickets. For Portal Users: Video Link – Side Menu Dashboard With […]

Asset Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Assets using CSV/XLS/Spreadsheet Method – Importing Asset fields and Custom Asset fields – Finding Errors When Importing – Limiting Rows Admin Guides: Asset General Settings How to Import Assets using CSV/XLS/Spreadsheet Method This guide covers how to import assets using the Assets Sample Spreadsheet. This […]

Treat Forwarded Emails from Agents as End-User Emails

In this guide we will cover: – The functionality of the setting 'Treat Forwarded Emails from Agents as End-User Emails' This setting can be found under Configuration > Email > General Settings. Fig 1. Treat Forwarded Emails from Agents as End-User Emails setting When enabled, emails forwarded from agent addresses to your mailbox(s) will ignore […]

Using CRM Notes

In this guide we will cover: – Using the CRM Note Functionality – Customising CRM notes – Creating CRM Notes from a Ticket – Using the "Next Call Date" Field to Create Automated Tickets – Reporting – Worked Example – Use AI to Generate CRM Notes The CRM note functionality allows you to track and […]

Sending Invoices

In this guide we will cover: – How to determine which mailbox is used to send out invoices (set an mailbox override) – Sending Invoice Reminders – Choosing an Email Template Mailbox Overrides When sending invoices a mailbox override can be set on multiple levels so the mailbox it is sent out from changes depending […]

Restricting Asset Access

In this guide we will cover: – How to restrict agent access to assets – How to restrict agents access to certain asset fields The type of asset permissions you use will depend on the setting 'Asset Permission Type', found in Configuration > Asset Management > General Settings.   Fig 1. Asset Permission type Use […]

Tracking Project Completion

In this guide we will cover: – Turning on Project Completion Status – How Project Completion Appears – How Project Completion is Calculated Turning on Project Completion Status Within Configuration > Tickets > Ticket Types you can set the project completion calculation from a single select field found in the Forms tab. Fig 1. Show […]

Runbook: Update Status of Child Tickets

In this guide we will cover: – Creating a Runbook to Update Child Statuses Creating a Runbook to Update Child Statuses One of the useful functions of runbooks is updating the child tickets that are attached to the parent, it can be done through an iterative runbook using a Halo API Action. The finished Runbook […]

Recurring Invoices

In this guide we will cover: – What is a Recurring Invoice?  – Creating Recurring Invoices – Cloning Recurring Invoices – Tracking Changes – Inactive Recurring Invoices – Recurring Invoices on a Customer – Automatic Quantities Admin Guides:  Billing General Settings  Recurring Invoices What is a Recurring Invoice? Recurring Invoices are a list of entities […]

Managing Prospective Clients in Halo

In this guide we will cover: – Enabling Accounts and Prospects – Prospect on a New Ticket – Converting a Prospect/Account to a Customer/User – Bulk Updating Prospects  – Changing Prospect Tab Layouts (v2.234.1+) Enabling Accounts and Prospects There is the option to store potential customers under the Prospects section of the customers area. To begin […]