Agent Permission Settings

How to configure agent permission settings. Related Articles: Agent Settings Configuring Agent Roles Agent permissions can be used to control how your agents use the system and which areas they have access to. For a comprehensive list of agent settings and descriptions head to this admin guide: Agents Settings with Descriptions Permissions Overview Agent permissions […]

QuickBooks Online Integration

In this guide we will cover: – What is the QuickBooks Online Integration? – Enabling the Module – Connecting to QuickBooks Online – Tax Rates – Customer Imports – Product/Item Imports – Suppliers – Syncing to QuickBooks Online – Automatic Sales Tax – Avalara and QuickBooks Online What is the QuickBooks Online Integration? The QuickBooks Online Integration […]

Customer, Site and User Records

In this guide we will cover: – Customers Area – Creating a New Customer – Changing Tab Layouts – Tabs Against Customer/Sites/Users – Customer Lists Admin Guides: General Settings (Users) Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Billing Rules (Formerly Billing Plan Combinations)    Creating an Agreement/Recurring Invoice for a customer  Creating Quotations  Document Management […]

Emailing Users

In this guide we will cover: – Creating an Email User Action – Using the Email User Action – Standalone Emails – Standalone Emails – Replying to a Specific Action Admin Guides: Actions Email (General Settings)  General Settings (Tickets) Related Guides: Actions $-Variables (Dollar Sign Variables) Creating an Email User Action It is likely your […]

Application Colour and Theme

You can customise the colour, logo and page size for your Halo. This can be done globally throughout the system, or you can allow each agent to also change their colour. This gives you a Halo look all of your own! Agent Settings Click on your profile picture in the top right (or initials icon […]

Multiple New Portals with different branding for one customer [Hosted]

This outlines how to set up one customer to have multiple new web portals for Hosted Customers This should be requested by yourself with our Support Team, your Customer Success Manager or the Consultant currently Implementing the system.  Steps required are outlined below; Provide us with a certificate for the URLs required if these do […]

Asset Management

In this guide we will cover:– Key Asset management elements – Merging Assets Related Guides: Custom Fields Asset Catalogue Linking Assets Asset Import – CSV/XLS/Spreadsheet Method Barcode Scanning Configuration Settings Guide: Asset Management General Settings Key Asset Management Elements The "Asset Management" section of the configuration console is the key to effectively sorting and managing […]

Asset Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Assets using CSV/XLS/Spreadsheet Method – Importing Asset fields and Custom Asset fields – Finding Errors When Importing – Limiting Rows Admin Guides: Asset General Settings How to Import Assets using CSV/XLS/Spreadsheet Method This guide covers how to import assets using the Assets Sample Spreadsheet. This […]

Variables in Email Templates

              In this guide we will cover: – Using variables in Ticket Templates  Related Guides: Actions Custom Fields Email Templates Configuration Settings Guides: Email Templates Note: Any variable written in this guide is written with a hyphen between the $ sign and the word. This is so there is no replacement of them if this […]

Ninja Systray Icon

In this guide we will cover: – Modifying Ninja Emails – Creating a Halo Email Rule Related Guides: NinjaOne Integration If you are using the Systray Icon in NinjaOne that raises tickets, this can be modified so that tickets are created in Halo. Modifying Ninja Emails In Ninja, go to Configuration > Branding > Systray […]