Device Change History
In this guide we will cover: – Tracking Device Change History – Filtering Device Change History – Changing to Tile View – Reporting on Device Changes – Optimising Device Change history Admin Guides: General Settings (Asset Management) Related Guides: Asset Management Linking Assets The Asset Catalogue Tracking Device Change History Within your "Assets" area, you […]
Filter Profiles
In this guide we will cover: – Filter Profiles – Configuring Filter Profiles (For Configuring Sales ticket filter profiles go to Configuration > Sales > Views) – Specifying Filter Criteria – Show Tickets which have not yet been reviewed for Billing Admin Guides: Views Billing General Settings Filter Profiles Filter Profiles are ways to filter […]
Approval Process for a Users Department Manager
In this guide we will cover: – Head of the Users default Department – Create an Approval Process for The Users Manager to Approve Head of the Users default Department Should the End-User be part of a Department, the member of that Department that is marked as the Head of Department will be used as the […]
Remove Your Company Details from the Self-Service Portal
In this guide we will cover: – New Method (Recommended) – Old Method (Deprecated as of v2.145) By default your organisation details will appear in the footer of your self-service portal. These include your organisation address, phone number, email address and (as of v2.178+) website. All these organisation details are set under configuration > organisations. […]
Customer Relationships
In this article we will cover the functionality behind the 'Relationship' field against a customer. If you are looking for information on customer relationship management functionality check out the following: Pop-Up Notes For Customers & Contacts Using CRM Notes Against each of your customers' profiles in Halo you will find a field called 'Relationship'. Fig […]
Introduction
HaloPSA is an expansive & feature rich system, which can make the initial set up quite the daunting task! That’s where this document comes in – this ‘Implementation Guide’ is intended to help guide you through the initial set up of HaloPSA to get you on your feet. This guide will help you understand how […]
The Ready For Purchasing Area
In this guide we will cover: – Ready For Purchasing Area – Creating Purchase Orders from Ready For Purchasing – Creating Sales Order with No Supplier Set Sales Order lines ready to be created into Purchase Orders, will now appear in a separate area of the Quotes & Orders menu, and you will be able […]
Viewing Tickets in the Portal
In this guide we will cover: – Ticket Type Default – Ticket List on The Self Service Portal – Configuring Actions – Edit Actions on a ticket – Self-Service Portal Ticket Details Configuration – Column Profiles on The Self Service Portal – Change Agent Names in the Portal In this example, we will take a look […]
Visualising and Bulk Updating Child Ticket Data from The Project Screen
In this guide we will cover: – How to Bulk Edit Child Tickets – View Important Actions on the Project – Marking Actions as Read/Unread – Including Child Tickets on Column Profiles Within Halo, there is now the ability to bulk update child tickets form within the main project ticket. This allows you to update […]
Worked Example – Receiving & Delivering Stock with Assets Created at The Point of Consignment
In this example, we will follow a similar process to that outlined in the previous Example with one key difference. We will not be creating Assets when stock is Received, but when it is delivered. This example will be applicable when the following option is set in Configuration > Items and Stock Control. Fig 1. […]