Reporting Variables

List of the dynamic variables that can be used in the reporting suite  $USERID $SITEID $CLIENTID $FAULTID $INVOICEID $QUOTEID $CONSIGNMENTID $CONTRACTID $AGENTID

Filtering responses via the ‘datesearch’ query parameter

In this guide we will cover: – Using the 'datesearch' Query Parameter – Relevant Endpoints – Example Using the 'datesearch' Query Parameter When querying the API, the response can return a filtered list of entities based on a date range. This can be done via the application of 3 query parameters: datesearch, start_date and end_date. […]

Meter Billing

In this guide we will cover: – What is Meter billing and when is it used – How to configure an invoice to bill using meter readings  – Logging and Viewing Meter readings – Importing invoice lines as meters  What is Meter Billing and when is it used? Meter Billing in Halo allows you to […]

Heimdal Integration

The security software provider Heimdal has created an integration with Halo. This allows you to sync alerts to Halo creating a ticket, which there is a guide for here: Heimdal Documentation.

Configuring Additional Agents

In this guide we will cover: – Configuring Additional Agents – Adding To Actions, Ticket Rules and Ticket Templates – Notifications Associated Admin Guides:  Ticket Rules Tickets General Settings Ticket Types  Actions  If there are multiple agents working on a ticket, the agents that are not assigned but important to the ticket, can be added as […]

Dynamic Field Visibility and editing fields on Leads/ Opportunities

In this guide we will cover: – Field Input Types – Dynamic Field Visibility Field Input Types When using the Lead/Opportunity actions that are default out of the box in the HaloPSA trials, you will notice the fields are single select dropdowns, which can be found within Configuration > Custom Objects > Custom Fields: Fig […]

Link a User to an Action

In this guide we will cover: – Variables on Actions – Using Variables in Links Variables on Actions Within Halo you can use a dollar variable to link users to an action. There are default attachment options at the action level, so the use case may be you need the customer to sign for something, […]

Contract/Agreement Rules

In this guide we will cover: – Creating Contract Rules Admin Guides: Agreements (Contracts) Related Guides: Creating an Agreement/Recurring Invoice for a customer Note: In Halo the terms 'contract' and 'agreement' are used interchangeably.  Contract rules are used to automatically assign a new user to an existing contract based on set criteria. Making new user […]

Importing Opportunity Tickets

In this guide we will cover: – Importing Opportunities Created for Existing Customers – Importing Opportunities Created for New Customers (For customers not created in Halo yet) One of the ticket imports that can be done within Halo is for opportunity tickets that are regarding new clients. The opportunity import will change depending on whether […]

Release Notes

In this guide we will cover: – Finding the Release Notes Area – Mobile Specific Releases (v2.200.1+) – Searching for Release Notes – Version Explanations – Release Cycle Finding the Release Notes Area In the top right hand corner, find the question mark icon. Fig 1. Help area Click the Show Release Details link shown […]