Column Profiles

In this guide we will cover: – Available Entities and Defaults – Creating a Column Profile – Sorting Tickets – Display Types (Kanban, Tile, Gantt) – Column profiles and Child Tickets – Using Dashboard Column Profiles – Access Control – Billing Column Profiles – Filtering via the Column Profile Admin Guides:  Ticket Types Views Self […]

Runbook: Update the Estimated Time Based on the Category Chosen

Credits to – Connor Fagan (Video) and Robbie Emerson (Author of the Guide) from Renada. This Below video goes over the use case of this runbook and a high level overview of the set up.         The purpose of this runbook is to update the estimated time field of a ticket, based off of the category […]

Raising a Service Request

In this guide we will cover: – Creating the Ticket Type – Priority Field – Configure the Menu Button – Menu Button List – New Form Screen Admin Guides: Self Service Portal  Ticket Types Related Guides: Service Catalogue Creating the Ticket Type When tickets are raised by agents in (or by end-users on the Self-Service Portal) […]

The Opportunity Workflow

In this guide we will cover: – Modifying the Opportunity Workflow – Adding The Chevron View to the Workflow Progress Visual Shown on Tickets – Workflow Flow Chart – Adding the Quick Action For Emailing a Quote – Working Through The Ticket Using The Edited Workflow Admin Guides:  Actions Workflows Ticket General Settings Related Guides:  Workflows […]

Project Types

In this guide we will cover: – What makes a ticket a project. – What makes a ticket a project task. As mentioned in the introduction to this course, Projects & Project Tasks are simply Tickets of use 'Projects'. To view the use of a Ticket Type, head to Configuration > Tickets > Ticket Types, […]

Group Invoice Lines by Product Group

In this guide we will cover: – How to have lines on an invoice grouped based on the product group they are in – Checking the group a product is in Within Halo, there is the option to categorise (group) lines on an invoice based on the product group set within Halo. To enable this […]

Creating Opportunities

In this guide we will cover: – View Pane – Areas – Opportunity List – Raising Opportunities – Field List – Copying Custom Fields from the Ticket to the New Customer Record Admin Guides: Ticket Areas Sales Views Related Guides: Ticket/Client Areas Lists Views In this guide we're going to look at raising a new opportunity, while […]

Ticket Types (Field Lists)

In this guide we will cover: – What is a Ticket Field? – Modifying Fields – Organise Fields into Pages on the Portal – Adding Signature Fields to Ticket Types Admin Guides: Ticket Types Related Guides: Custom Fields Altering Ticket Types What is a Ticket Field? A Ticket Field is a section on a Ticket […]

Runbook: Append a Recurring Invoice from Sales Order lines

DISCLAIMER: This is just an example of using runbooks, configuring an automation to work in this way is very difficult due to the different set up you may have on your sales orders and invoices. The idea of this guide is to give a good example of the different configuration options within runbooks. After creating […]

Sales Orders

In this guide we will cover: – Creating Sales Orders – Processing Sales Orders – Editing Sales Orders – Email Template for Sales Orders – Sales Order Notifications – Line Completions – Sending Order Updates to Users  Admin Guides: Items and Stock Control Sales Orders Quotations After a quote has been accepted the next stage […]