Billing – Agreement Multiplier

In this guide we will cover: – What an agreement multiplier does – Setting them against a charge type – A worked example of the agreement consuming double the amount of time The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that […]

N-Able N-Sight RMM Integration

In this guide we will cover: – What is the N-Able N-Sight RMM Integration? – Generating an API Key – Configuring the Module – Customer and Site Imports – Asset Imports – Alerting – Halo Integrator Related Guides: Halo Integrator What is the N-Able N-Sight RMM Integration? N-Able N-Sight can be integrated with Halo to […]

Azure Actions

Added a new action system use called 'Azure Action', allowing for the ability to create Users in Azure and assign them to groups via system actions. A new action system use called 'Azure Action' is now available.  When this option is selected, a new "Azure Action" tab will show on the action configuration. Here you […]

Pre-Pay

This guide outlines how to apply pre-pay at the client level and globally within Halo. Related articles: Invoicing in Halo Halo provides the option to allocate Pre-Pay time against your end-users, with the option of time logged against them used from a bank of 'Pre-Pay' time.  Against each client you will find the 'Pre-Pay' tab: […]

Sales Orders

This guide outlines the core features of the Sales Orders area. It is possible to create sales orders for your end-users to track purchases they have made. Sales orders can be created as stand-alone orders, or as part of an existing request. To enable the sales orders area please head to the configuration module and […]

Automated Tickets

In this guide we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Admin Guides: Automated Tickets Related Guides: Automated Tickets – Next Call Date What are Automated Tickets used for? Automated Tickets are created with the purpose of prompting relevant Agents of events such as: Agreements commencing/expiring. Customers Next call […]

Creating and Using Quick Actions

Creating and Using Quick Actions Related Articles: Actions $-variables You can create quick actions for your agents to inform the user or supplier of something and populate this with database information.  This can be used to inform a user that their account is now set up and the login credentials, update the end-user of the […]

The Asset Catalogue

A complete guide to linking assets to tickets and users, viewing and exploring your asset catalogue. Related Articles: Asset management. Managing your Users. Clients and Sites. Viewing your Asset Catalogue Heading to the Assets page will bring up the full list of assets. These are filtered by type and group. Some examples of asset types […]

Configuring Agent Roles

Setting up a new role for your agents. Related Articles: Agent Permissions Settings In the configuration head to Teams and Agents, click into roles to see all of the available roles for your Agents. Roles for your Agents As your agent numbers grow you will find more use for the roles. These can control agent […]

Problem Management

Related Articles; Workflows  Actions Statuses Problem/Resolution Finder The purpose of problem management practice is to reduce the likelihood and impact of incidents by identifying actual and potential causes of incidents, and managing workarounds and known errors. Using Halo for Problem Management Navigating to the problems tab will show you a list of current problems that have […]