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 […]
Calculating Asset Quantities from SQL Query
Example below select count(did) as [Quantity] from device left join xtype on ttypenum = dtype where dsite in (select ssitenum from site where sarea= (select ihaarea from invoiceheader where ihid=$INVOICEID))and (tdesc like '%Workstation%' OR tdesc like '%IPSec Tunnel%') and tdesc NOT like '%Switch%'
HTML for ‘Today’s Date’
HTML for 'Today's Date' for use in PDF template. <p><b>Date:</b> <span id="p1"></span> <script> var date = new Date(); var current_date = date.getDate()+"/"+(date.getMonth()+1)+"/"+date.getFullYear(); document.getElementById("p1").innerHTML = current_date; </script> </p>
Making Reports Show Viewer Specific Information
How to use the built in pseudo-variables to match viewers to the data on a report. Within the reporting suite there are pseudo-variables that you are able to match the date on the report to, some being $agentid,$userid, $siteid, $clientid, and $invoiceid. $agentid allows you to make internal reports only match to the viewing agent. […]
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 […]
Site Address Lookup Custom Field
This custom field provides a dropdown of the site addresses for a customer select distinctssitenum as [ID],concat(sdesc,' ',Asline1,' ',Asline2,' ',ASLine3,' ',ASLine4,' ',Asline5) as [Display]from Siteleft join area on sarea=aarealeft join tree on treeid=atreeidleft Join AddressStore on AddressStore.assiteid = ssitenumwhere isnull(sisinactive,0)<>1and isnull(AIsInactive,0)<>1and isnull(ASInActive,0)<>1and sarea = (select aarea from users left join site on usite = ssitenum left join area on sarea = aarea where uid = $userid)
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 […]