QuickBooks Invoice ID Blank

In this guide we will cover: – Troubleshooting a Blank Invoice ID Troubleshooting a Blank Invoice ID When creating invoices in Halo and syncing across to QBO there can be an issue where the invoices don't have an ID number inside of QuickBooks. You want to turn off custom transaction numbers using the guide below. […]

Pipeline Stages

In this guide we will cover: – Enabling the Pipeline Feature – Linking Workflow Steps to Pipeline Stages – Pipeline Stage on an Opportunity Ticket – Pipeline Stage in Lists – Grouping by Pipeline Stage on Column Profiles – Ticket Rules from Pipeline Stages – Restricting Pipeline Stages (v2.212.1+) Admin Guides: Sales General Settings Sales […]

Microsoft Teams Call pop setup

Microsoft Teams can display a pop-up window during a PSTN inbound call To activate it, in Teams Admin Center under the menu Voice > Calling Policies.  This will allow you to display useful information to your users who receive calls from your customers.  The URL to use can be found in the Halo Configuation > Call Management > General Settings and is similar […]

ServiceNow Webhooks

In this guide we will cover: – How to set up Webhooks used with the ServiceNow integration Before configuring webhooks for ServiceNow, you will need to connect your customer's ServiceNow instance to Halo. See our guide on how to do this here: ServiceNow Integration. How to set up Webhooks used with the ServiceNow integration With […]

Ticket Groups

In this guide we will cover: – Use Case – Configuring Groups – Setting Agent/Role Restrictions Admin Guides:  Tickets General Settings Agents Ticket Types Use Case Ticket types can be grouped, which has a great use case for delegating ticket type access on roles. Now if there are new ticket types added to your halo, […]

SCOM Integration

In this guide we will cover: – What is the SCOM Integration? – Enabling the Integration – SCOM Configuration – Halo Configuration – Resolving Alerts in SCOM Related Guides: Email Rules SCCM Integration What is the SCOM Integration? SCOM can be integrated with Halo to create and resolve alerts. Enabling the Integration To enable the […]

Milestones

In this guide we will cover: – Milestones Tab – Options When Adding Milestones – Dependencies – Locked Tasks and Filtering by Milestone – Configuring a Column Profile for Milestones – Updating Milestones via Project Management General Settings – Link the Child to a Milestone When Creating a Child Ticket from a Project – Adding […]

Receiving Stock for Serialised Products & Delivering to the Customer

In this guide we will cover: – An Example of How to Update Stock Quantity – Marking a Site as a Stock Location – Asset Matching Field – Asset Serialisation Field – Example – Adding Assets at the point of Receiving Stock – Only receive stock once SKU has been validated (v2.200+) – Delivering Your Stock […]

Bulk Applying Billing Rules

In this guide we will cover: – How to bulk-apply billing rules to customers Bulk-applying billing rules to customers saves you from having to configure each customer's billing rules individually.  The Billing Templates will create an agreement if the customer does not have one, so it is recommended to create the agreements first. This can […]

Agent Resource Booking

In this guide we will cover: – Agent Resource Booking Configuration – Ticket Type Configuration – Resource Booking via the Self-Service Portal – Linking to the Resource Booking screen via an Email Agent resource booking allows your technicians to send links to Customers directly from HaloPSA & allows Customers to find a suitable time to […]