Exact Online Integration

In this guide we will cover: – How to connect your Halo instance to your Exact Online  – How to import and sync entities from Exact online – How to connect multiple exact online companies The Exact Online integration uses a one way sync to push data from Exact online into Halo, allowing you to […]

Concurrent Licensing and Agent App Session Improvements

In this guide we will cover: – Force logout button – Agent idle timeout Option – Improved Licence usage information – Concurrent licence usage limits per Team and Department – Concurrent agent online count logging Force logout button An option has been added to the agent profile screen that allows administrators to kick another agent […]

Charge Types

In this guide we will cover: – What is a Charge Type?   – How to Create and view Charge Types – Charge Type Overrides Admin Guides: Charge Types What is a Charge Type?  A charge type is a classification of work. Remote support and on-site support are both examples of different charge types. You […]

How to Restrict Users Access to Reports

In this guide we will cover: – Making Reports Available in the Portal  – Restricting which Reports Users can see in the Portal – Making a Report Publicly Available Making Reports Available in the Portal  Head to Configuration > Self Service Portal, and then to the Menu Buttons area. Here, add the button called 'My […]

Access Control – An Overview

In this guide we will cover: – An overview of access control   Non-administrator agents can be given access to specific entities in the configuration area, through the use of access control. These include:   Ticket Types Ticket Actions Field Groups Scheduled Tickets Macros Ticket Rules Workflows Custom Objects Approval Processes Approval Process Rules (v2.224.1+) […]

Automating Prices in Recurring Invoices

In this guide we will cover: – Update recurring invoice lines when Products are updated – How to have prices/costs on recurring invoices update automatically when the price/cost of an item is changed – How to update item and recurring invoice prices using product bundles – Set automatic percentage increases for invoice lines Update recurring […]

Setting Up Email Templates

Email templates are applied against messages sent out from Halo. These are set on action level so that you can have different templates for different occasions (e.g. replying vs closing, approval emails or sending quotes). If you are utilising multi-brand functionality, Halo will take the brand email overrides – so the branding will be correct. […]

Asset Template Creation

In this guide we will cover: – What is an Asset template? – How to create and use an asset template What is an Asset template? Asset templates can be used as a base when creating new assets. Information about the asset can be saved to an asset template, then when creating a new asset […]

Restricting Field Access & Visibility

In this guide we will cover: – Restricting Field Access on a Ticket Type Restricting Field Access on a Ticket Type Restricting certain roles from being able to access particular fields on a ticket type is done within the ticket type level. Go into Configuration > Tickets > Ticket Type and enter the edit mode, […]

Automated Tickets – Next Call Date

In this guide we will cover: – How to create an automated ticket based on the Next Call Date field Within Halo, you can set up automated tickets to monitor the agreement next call date field. This is useful for setting up a date to be notified as to when you should contact clients regarding […]