Sending Invoices

In this guide we will cover: – How to determine which mailbox is used to send out invoices (set an mailbox override) – Sending Invoice Reminders – Choosing an Email Template Mailbox Overrides When sending invoices a mailbox override can be set on multiple levels so the mailbox it is sent out from changes depending […]

Restricting Asset Access

In this guide we will cover: – How to restrict agent access to assets – How to restrict agents access to certain asset fields The type of asset permissions you use will depend on the setting 'Asset Permission Type', found in Configuration > Asset Management > General Settings.   Fig 1. Asset Permission type Use […]

Tracking Project Completion

In this guide we will cover: – Turning on Project Completion Status – How Project Completion Appears – How Project Completion is Calculated Turning on Project Completion Status Within Configuration > Tickets > Ticket Types you can set the project completion calculation from a single select field found in the Forms tab. Fig 1. Show […]

Runbook: Update Status of Child Tickets

In this guide we will cover: – Creating a Runbook to Update Child Statuses Creating a Runbook to Update Child Statuses One of the useful functions of runbooks is updating the child tickets that are attached to the parent, it can be done through an iterative runbook using a Halo API Action. The finished Runbook […]

Recurring Invoices

In this guide we will cover: – What is a Recurring Invoice?  – Creating Recurring Invoices – Generating Invoices using a Recurring Invoice – Cloning Recurring Invoices – Tracking Changes – Inactive Recurring Invoices – Recurring Invoices on a Customer – Automatic Quantities Admin Guides:  Billing General Settings  Recurring Invoices What is a Recurring Invoice? […]

Managing Prospective Clients in Halo

In this guide we will cover: – Enabling Accounts and Prospects – Prospect on a New Ticket – Converting a Prospect/Account to a Customer/User – Bulk Updating Prospects  – Changing Prospect Tab Layouts (v2.234.1+) Enabling Accounts and Prospects There is the option to store potential customers under the Prospects section of the customers area. To begin […]

Planning and Forecasting

In this guide we will cover: – Planning Screen – Forecasting – Automatic Estimate Forecasting – Percentage Thresholds Admin Guides: Time Management Ticket Types Before starting the rest of this configuration, ensure the "Time Management" module is enabled in Configuration by hovering over this and clicking the "+" icon, then check the "Enable Agent Timesheet […]

Budgets

In this guide we will cover: – How to create budget types – How to add budgets to Projects – Linking Budget Types to Project tasks – Budgets tab on Projects – Templates – Only use Billable Time in Budget Calculations Admin Guides: Budgets Ticket Types Tracking Project Completion Budgets are used to internally track time/money […]

Mailchimp Integration

In this guide we will cover: – Enabling Mail Campaigns – Connecting to Mailchimp – Importing Data – Creating a Campaign This integration will allow you to import the following data from Mailchimp: Audiences as Distribution Lists Audience Members as Users, and add the Users to the relevant Distribution List(s) Segments as Distribution Lists Segment […]

Issuing Products

In this guide we will cover: – How to issue products from a ticket – How to bill for these issued products – Printing Tickets with Issued Items How to Issue Products from Tickets The 'Issuing Products' feature allows you to add a product or multiple products to a ticket in order to bill a […]