Project Hierarchies
In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]
Have all Projects created from Sales Orders be created under a Parent Project template
In this guide we will cover: – Default project behaviour – Have all projects created from Sales Orders be created under a Parent Project – Billing when using Sales Order Parent Project Templates Default Project behaviour Projects in Halo can be created automatically from a Sales Order line, for information on how this works and […]
New Portal Anonymous Usage
Allow anonymous access to the new user portal. v2.21 and onwards. Enable anonymous access by disabling this checkbox on the Config > Self Service Portal settings page. Then choose a site for Anonymous users tickets to be logged at. You should then be able to access the portal without being logged in. If using multiple […]
Site Address Lookup Custom Field
This custom field provides a dropdown of the site addresses for a customer select distinctssitenum as [ID],concat(sdesc,' ',Asline1,' ',Asline2,' ',ASLine3,' ',ASLine4,' ',Asline5) as [Display]from Siteleft join area on sarea=aarealeft join tree on treeid=atreeidleft Join AddressStore on AddressStore.assiteid = ssitenumwhere isnull(sisinactive,0)<>1and isnull(AIsInactive,0)<>1and isnull(ASInActive,0)<>1and sarea = (select aarea from users left join site on usite = ssitenum left join area on sarea = aarea where uid = $userid)
Automatic Ticket Updates via Email
In this guide we will cover: – Benefits of providing Automatic ticket updates via email – How to provide Automatic ticket updates via email – How to request ticket updates via email Associated Administrator Articles: Email (General Settings) Benefits of Providing Automatic Ticket Updates via Email In this guide we will cover how to provide […]
Email Templates and their System Use
In this guide we will cover: – Email templates and when they are used – Variables Admin Guides: Email Templates Related Guides: Email Templates Email templates and when they are used Email templates in Halo are used to create pre-formatted emails. These templates can be found in Configuration > Email > Email Templates. Each template […]
Managing Recurring Invoices/Recurring Invoice Lines
Within Halo a recurring invoice can be thought of as a template for invoices to be generated from. They are used to bill your customers on a recurring period for their subscribed packages such as Backup, security, threat detection, or VoIP. Halo's recurring invoices can also be used for telecommunications billing, updating the list of […]
How To Onboard New Customers
In this guide we will cover: – Creating a New Opportunity Ticket – Configuring the Standard Items Used for Onboarding a New Customer – Creating a Quotation From The Ticket so There is a Relationship Between the Two – Creating a Sales Order – Using the Associated Actions on the Sales Order Lines Associated Guides […]
How to add Images to Quotations
In this guide we will cover: – Changing the Product Icon – Adding an Image against a Product – Setting up the Quote Template to Show Product Images Changing the Product Icon To change the image that appears next to the item's name, select the icon next to the name. Now you will be prompted to […]
Tiered Pricing
In this guide we will cover: – What is Tiered Pricing? – Setting Tiered Pricing on an Item – Quotation/Sales Order/Invoice Process Admin Guides: General Settings (Billing) Items & Stock Control Related Guides: Creating Quotations Sales Orders What is Tiered Pricing? Tiered pricing is using different prices based on the number of units of a […]