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 […]
Starting a Workflow from an Action
In this guide we will cover: – Setting a Workflow on an Action – Use on a Ticket Associated Admin Guides: Actions Workflows Setting a Workflow on an Action In Configuration > Tickets > Actions, you can select the action you wish to apply this to. Under the Details tab of the action, there is […]
Zomentum Integration
The Zomentum integration was developed by Zomentum so the documentation is produced by them and can be found via the link below. https://help.zomentum.com/support/solutions/articles/44002400466-halo-psa-integration
Quote Approved Workflow Automation
In this guide we will cover: – Setting the Quotation Automations on a Workflow – Use on a Ticket Associated Admin Guides: Quotations Workflows Related Guides: Modifying and Adding Workflows Setting the Quotation Automations on a Workflow In Configuration > Tickets > Workflows, choose the workflow you wish to add the automations to. Fig 1 […]
Obtaining API Credentials from AT&T
Please fill out the attached form: APS_API_Connector_Questionnaire_2024.pdf and email to DL-APS_API_Services@att.com;att@halopsa.com
Co-Managed IT
In this guide we will cover: – What is Co-Managed IT? – How to set up a Co-Managed agent – How tickets can be passed between co-managed and normal agents – Restricting FAQ list and reporting access – Worked Example What is Co-Managed IT? Co-Managed IT allows for collaborative IT management, in which a businesses' […]
Tracking Sales Metrics
In this guide we will cover: – Creating a Dashboard – Creating Widgets – Dashboard Configuration – Global Settings – Side Menu Dashboards – How to Set Dashboard Defaults Associated Admin Guides: Dashboards Reporting General Settings Agents Associated Guides: Reports and Scheduling Halo In-App Dashboard Creating a Dashboard In this example, we're going to create […]
Tracking Opportunities
In this guide we will cover: – Configuring the Column Profile – Overriding Conversion Probability On a Workflow Step Associated Admin Guides: Workflows Views Associated Guides: Workflows The Opportunity Workflow Configuring the Column Profile Once your Opportunity has been raised, you're going to want to track its progress via a couple of core fields that […]
Setting Price Overrides Per Supplier at Product Level
In this guide we will cover: – How to create price override options based on supplier – How to create price override options based on customer For each item, the price can be set to change based on the customer purchasing the item, or the supplier providing it. Setting an override will provide you with […]
Virima Integration
In this guide we will cover: – What is the Virima Integration? – Connecting to Virima – Site Mappings – User Mappings – Asset Imports – Miscellaneous Settings – Syncing – How to import Assets from Virima What is the Virima Integration? The Virima integration can be used to import assets from Virima into Halo. […]