Pax8 Integration

In this guide we will cover: What is the Pax8 integration? How to connect to the Pax8 integration  Customer Imports Subscription Imports Importing Usage-based subscriptions, Azure Consumption & Arrears data Automatically sync customers and/or subscriptions updates Billing for subscriptions from Pax8 Related Guides: Licences/Subscriptions Overview What is the Pax8 integration? The Pax8 integration can be […]

Purchase Orders

This guide outlines the core features available for Purchase Orders. Related articles: Sales Orders Action Button Configuration Configuring PDF Templates If an end-user would like to purchase something (either an item or a service) that your company does not have in stock, Halo has the ability to raise purchase orders to the relevant supplier. To […]

Email Rules

This guide details the different types of email rules and what they do. Associated Admin Guide Email Rules In the Halo platform, you can set email rules to specify different outcomes based on criteria for emails that come into the system. There are several different types of email rules that you can use in the […]

Quotations

This guide outlines the core features available for Quotations. Related articles: Sales Orders Purchase Orders Configuring PDF Templates Quotations in Halo Quotations are the start of sales processing in Halo and allow you to quickly create, preview and send clear and highly customisable PDF quotation documents. To use quotations, make sure you have the sales […]

Navigating Ticket Areas

Ticket Areas and their uses. The Halo Ticket screen is likely to be the most used page within Halo. So, we’ve designed it for the way that teams want to work. 1. Agent – This is a technician in a team, the small green circle attached to it indicates their availability status, e.g. Green = Available. […]

Contracts

How to create customer contracts in Halo. Related Articles: Importing your data Supplier Contracts Assets Client contracts are used to track a specific agreement you have with a customer in regards to the service you provide them. For example, how much you charge the customer per period and what service level agreement (SLA) you work […]

Departments and Teams

                           In this guide we will cover: – How to create a new Department and Team in Halo Associated Admin Guides Departments Teams Creating a new Department and Team To access Departments & Teams in Halo, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and […]

Adding a Mailbox Without The Use of Azure or Google

Related Articles: Multi Factor Authentication and App Passwords Agent email forwarding       This guide will walk you through the basics of setting up a mailbox in Halo Service Desk. It is recommended to setup an azure mailbox, using the other guide provided: Azure Mail Link – Azure Mailbox Setup Mailboxes Out of the box we […]

Importing Data

                                                               In this guide we will cover: – Spreadsheet templates for imports – How to complete an import – Importing Data to Specific Fields – Finding Errors When Importing Spreadsheet templates for imports How to import data into the relevant areas of your system The best place to start before completing any imports, […]

Azure Mail Integration (Azure Mailbox Scan Method)

In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method Note: Incoming mail can take up to 5 minutes to be processed into Halo using this method. For a faster ingestion of emails, the "Webhook" connection method is recommended.  This integration facilitates the connection of Azure […]