Allow Suppliers to use the Portal

In this guide we will cover: – Why allow Supplier Contacts to access the Portal? – Creating Supplier Users – Viewing Tickets in the Portal – Viewing Documents and the Knowledge base in the portal – Allow Supplier Users to update their details from the Portal Why allow Supplier Contacts to access the Portal? Supplier […]

Optional Items on Quotations

In this guide we will cover: – What are Optional Items? – Configuring Optional Items – Adding Optional Items to PDF Templates – Choosing/Accepting Optional Items Admin Guides: Quotation Approvals Related Guides: Approving Quotes Overview Creating Quotations What are Optional Items? Lines on quotations can be marked as optional to allow the user accepting the […]

HaloAPI Full Documentation

In addition to a simplified API documentation that can be found at <Your Halo URL>/apidoc/info, there is a full documentation of all endpoints available at usehalo.com/swagger.

Merging Invoices

In this guide we will cover: – What is Invoice Merging? – Configuring which Invoices Merge  – Merging/Grouping Invoice lines What is Invoice Merging? Invoice merging in Halo allows you to have invoices for different entities (Sales orders, labour, pre-pay etc.) but the same customer/site merged together automatically when they are created from the Ready […]

Project Management Overview

In this guide we will cover: – What is a Project? – Ways of Creating Projects – Example Overview of a Project What is a Project? Projects are used to track progress on larger objectives that require several smaller steps to be completed. A project consists of a main objective and its associated sub-tasks, known […]

Optional Services

In this guide we will cover: – What are Optional Services? – Displaying Optional Services in the Service Catalogue   – Optional Services Visibility  Admin Guides:  Services Related Guides: Allow Users to Self-Issue Items The Service Catalogue Service Catalogue The Service Catalogue – Advanced Configuration What are Optional Services? Optional services allow your users to pick additional […]

Progressive Web Application

In this guide we will cover:– What is the Progressive Web Application – Agent Application Progressive Web App  – Portal Web Progressive App What is the Progressive Web Application The progressive web app allows you to install Halo on your desktop for easy access. Opening the app will take you straight to your Halo, meaning […]

Handling Attachments/Files in Runbooks

In this guide we will cover: – Attachment Endpoint – Sending Files in your Halo Instance to another Halo Instance or to Another Tool as Form Data – Sending Files in your Halo instance to another Halo instance or to another tool as a Downloadable Link – Obtaining Files from another Tool – Obtaining Attachment […]

AI Acknowledgement Emails

In this guide we will cover: – Using AI to Generate Acknowledgement Emails – Adding an AI response to a template Related Guides: Boost Ticket Processing using AI Using AI to Generate Acknowledgement Emails AI can be used to send out acknowledgement emails when a ticket is logged. This can be set per ticket type. […]

Project Setup Wizard

In this guide we will cover: – What is the Project Setup Wizard? – Creating Projects – Creating Project Tasks What is the Project Setup Wizard? The Project Setup Wizard is a tab available on Quotations and Sales Orders to directly create a custom project setup based on products that have been added to them. […]