SyncroMSP Integration
In this Guide we will cover: – What is the SyncroMSP Integration? – Connecting the Integration – Importing Customers from SyncroMSP – Importing Assets from SyncroMSP – Automatically sync changes made to customers/assets – Alerting What is the SyncroMSP Integration? The SyncroMSP integration allows you to import customer and asset data from SyncroMSP into Halo. […]
Notification Templates
In this guide we will cover: – Editing Notification Templates – Using Notification Templates Admin Guides: Notification Templates Related Guides: Notifications Notification templates are used to edit the way that notifications appear if not using an email/SMS template. These are built-in to the system, and new ones cannot be created as these correspond with the […]
Navigating the Self-Service Portal (For End Users)
In this guide we will cover: – Home Page – Customising User Preferences – Logging Tickets – Viewing Tickets – Requesting Services – Viewing and Approving Quotations – Viewing Dashboards – Viewing Assets – Viewing Agreements/Contracts – Viewing Invoices – Navigating the Knowledge Base This guide will cover an outline of how users can navigate […]
Creating Invoices
In this guide we will cover: – Ad-Hoc Invoicing – Invoicing from an Opportunity/Ticket – Invoicing from a Recurring Invoice – Automated Quantity Billing – Labour Billing – Invoice to another Client – Custom Invoice Statuses There are multiple different methods to invoice customers within Halo, and this guide will walk-through how each works. Ad-Hoc […]
Supplier Agreements/Contracts
In this guide we will cover: – What are Supplier Agreements/Contracts in Halo? – How to create a Supplier contract – How to use a Supplier contract – Supplier Contract Expiry Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably. This guide covers supplier contracts in Halo, if you are looking […]
FAQ List Access Control
In this guide we will cover: – What is Access Control? – Access Control on Existing FAQ Lists – Granting Access Control on FAQ Lists – Viewing FAQ Lists Related Guides: Access Control What is Access Control? Access control is a method of administrator agents allowing non-administrator agents the ability to view, or view and […]
Webhook and Integration Runbook Access Control
In this Guide we will cover: – What is Webhook and Integration Runbook Access Control? -Giving Access Control What is Webhook and Integration Runbook Access Control? Access control can be set against integration runbooks and webhooks to allow certain agents configuration access to selected webhooks and runbooks. This allows you to grant configuration access to […]
System Notifications
In this guide we will cover: – Types of System Notifications – How to Enable Them Halo has some pre-configured system uses for sending out notifications, which can be enabled or disabled within various areas of our system. This guide will cover a list of these, and how to set these up. Account Manager Account […]
Style Profiles for Knowledge Base Articles
In this guide we will cover: – What are Style Profiles? – How to Create Style Profiles – Assigning Style Profiles to Articles – Creating Style profiles- Worked examples Admin Guides: Knowledge Base Related Guides: Knowledge Base What are Style Profiles? Style profiles allow you to create a set of style or formatting, and have […]
Customising the Navigation Menu in Halo
In this guide we will cover: – Ticket/ Navigation Areas – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Creating a Custom URL Navigation Module – Setting the Module in the List – Opening in a New Tab Admin Guides: Areas Advanced Settings Tickets […]