Ticket Templates
In this guide we will cover: – Creating a Template – Creating New Template Groups – Values Tab – To-Do Lists – Related Assets – Child Templates – General Configuration Options – Setting Custom Table Default Values (v2.206.1+) – Applying Templates – Filtering for Templates by Group – Default Option on a Ticket Area – […]
Call Management
In this guide we will cover: – What is Call Management Used for? – Logging a Call Manually – Adding and Creating Scripts – Customising the Caller Info on the new Call screen – Integrating with Calling Software Associated Administrator Guides: General Settings Call Scripts What is Call Management Used for? Call […]
Automatic Percentage Increase on Recurring invoices
In this guide we will cover: – Set default automatic percentage increases for invoice lines (RPI percentage) – How to set a Percentage increase per Recurring Invoice – Override Increase Per Line – Hierarchy of increase period/percentage Set default automatic percentage increases for invoice lines (RPI percentage) An automatic percentage increase can be applied to […]
Recurring Invoice Approvals
In this guide we will cover: – Enabling Recurring Invoice Approvals – Creating an Approval Process – Following the Approval Process Admin Guides: Approval Processes Recurring Invoices Related Guides: Approval Processes Overview Recurring Invoices Enabling Recurring Invoice Approvals In Configuration > Billing > Recurring Invoice Approvals, enable approvals with the "Enable Recurring Invoice Approvals" checkbox, […]
How to Create New Request Buttons within a Service
Creating service request buttons via the service details table. The custom scribe iframe can be found for this within the lesson "The Service Catalogue – Advanced Configuration" 1. Add a new service request button. 2. Name the button, I have named this one 'Request Microsoft software' 3. Now choose the ticket type this button will […]
Project Sales Process
In this guide we will cover: – How to have new leads automatically log lead/opportunity tickets – How to Embed opportunity tickets into a website – Using Opportunity Templates – Configuring the Sales Flow for Project Sales Processes Configuring Actions for opportunity flow Quotation approvals (agent approvals) Keeping updated on quotation activity The Opportunity Workflow […]
Link Excel to Halo Report
In this guide we will cover: – Setting an Access Level on a Report – Setting Up Excel Setting an Access Level on a Report We first need to gather the API link to access the report. This can then be concatenated onto your URL. The API extension on your report can be found within […]
Project Hierarchies
In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]
Have all Projects created from Sales Orders be created under a Parent Project template
In this guide we will cover: – Default project behaviour – Have all projects created from Sales Orders be created under a Parent Project – Billing when using Sales Order Parent Project Templates Default Project behaviour Projects in Halo can be created automatically from a Sales Order line, for information on how this works and […]
Automatic Ticket Updates via Email
In this guide we will cover: – Benefits of providing Automatic ticket updates via email – How to provide Automatic ticket updates via email – How to request ticket updates via email Admin Guides: Email (General Settings) Benefits of Providing Automatic Ticket Updates via Email In this guide we will cover how to provide users […]