Link a User to an Action

In this guide we will cover: – Variables on Actions – Using Variables in Links Variables on Actions Within Halo you can use a dollar variable to link users to an action. There are default attachment options at the action level, so the use case may be you need the customer to sign for something, […]

Importing Opportunity Tickets

In this guide we will cover: – Importing Opportunities Created for Existing Customers – Importing Opportunities Created for New Customers (For customers not created in Halo yet) One of the ticket imports that can be done within Halo is for opportunity tickets that are regarding new clients. The opportunity import will change depending on whether […]

Introduction

    Opportunities allow you to track the progress of any additions to revenue made by your Company. You can have opportunities against existing clients of yours, or prospective clients that are yet to be included in your client base. A lot of the configuration options around the CRM module are similar to Service Desk Configuration: […]

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: – Column Profiles – Opportunity Lists – Opportunity List Groups – Kanban Pipeline Views Related Guides: Column Profiles Ticket Views Pipeline Stages Once Opportunities are logged in the system, tracking their progress and value becomes essential for any effective sales operation. This guide walks through the key features available […]

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 Is Dynamic Field Visibility? – Configuring Dynamic Field Visibility  – What Is Dynamic Field Value Visibility? – Configuring Dynamic Field Value Visibility What Is Dynamic Field Visibility? Dynamic field visibility is the process of making the visibility of a whole field dependant on the value of another […]

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 […]