Co-Managed IT

In this guide we will cover: – What is Co-Managed IT? – How to set up a Co-Managed agent – How tickets can be passed between co-managed and normal agents  – Restricting FAQ list and reporting access – Worked Example What is Co-Managed IT? Co-Managed IT allows for collaborative IT management, in which a businesses' […]

Tracking Sales Metrics

In this guide we will cover: – Creating a Dashboard – Creating Widgets – Dashboard Configuration – Global Settings – Side Menu Dashboards – How to Set Dashboard Defaults Admin Guides:  Dashboards Reporting General Settings Agents Related Guides: Reports and Scheduling Halo In-App Dashboard  Creating a Dashboard In this example, we're going to create a […]

Tracking Opportunities

In this guide we will cover: – Configuring the Column Profile – Overriding Conversion Probability On a Workflow Step Admin Guides:  Workflows Views Related Guides:  Workflows The Opportunity Workflow Configuring the Column Profile Once your Opportunity has been raised, you're going to want to track its progress via a couple of core fields that can […]

Introduction

Introduction   HaloPSA allows you to configure your Organisational structure by making use of Departments and Teams. You can then add your Agents as members of the relevant Department/Team. Before configuring your organisational structure, it is important to understand the terminology used here. Agent – Your colleagues/employees. They account for the licences you purchase from HaloPSA […]

Product Price Overrides

In this guide we will cover: – How to Set Price Overrides for a Product – Examples For each Product in Halo, the price and cost can be set to change dynamically based on who is purchasing the item and/or the supplier providing it. More specifically: The supplier the item is being purchased from The […]

Dynamic Field/Value Visibility

In this guide we will cover: – What Dynamic Visibility Is – Configure Dynamic Field Visibility  – Grouped Dynamic Field Visibility What Dynamic Visibility Is Dynamic field visibility is the process of making a field dependant on the value of another field. When one condition is selected, the field will be made visible.  For example, […]

Emails with New Ticket Hyperlinks

In this guide we will cover: – Sending Specific URLs – Prefilling Form Data using URLs Sending Specific URLs When sending an email to a user that contains a hyperlink to the portal you can send them to a specific page on the portal by simply copying the URL for the specific page. For example […]

Agent Work Hours

In this guide we will cover: – What are workdays/work hours used for? – Configuring Workdays – Assigning Work hours What are workdays/work hours used for? Workdays/work hours in Halo are used for service level agreement tracking and agent time tracking. Workdays and working hours are assigned to SLAs to determine if the SLA timer […]

Important Users/Customers

In this guide we will cover: – Marking a Customer as Important – Configuring VIP Popups – Ticket Rules with Important Customer/User – VIP Users as Site Contacts Admin Guides: General Settings (Users) Related Guides: Customer, Site and User Records    Customer Relationships Setup Ticket Rules Marking a Customer as Important In the Customers area, […]

Automating Product Changes and Updating Recurring Invoices

In this guide we will cover: – Enabling Recurring Invoice Product Changes – Updating Product Names – Previous Value Matching – Force Changes without Value Matching – Bundled Product Updates Admin Guides: Items & Stock Control Recurring Invoices Related Guides: Recurring Invoices Enabling Recurring Invoice Product Changes  In Configuration > Items and Stock Control > […]