Consignment PDFs

In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]

Ticket Categories

In this guide we will cover: – What are Ticket Categories? – Making Ticket Categories – Setting Ticket Categories from an Action – Restricting Ticket Categories – Reporting on Categories – Rules Based on Ticket Category – Field Visibility Admin Guides: Categorisation Related Guides: Actions Billing Rules (Formerly Billing Plan Combinations)  Customer, Site and User […]

Expenses

In this guide we will cover: – What are expenses in Halo? – Configuring Expenses – Logging Expenses – Invoicing Expenses – Expense reviews  –  Reimbursing Expenses – Tracking Expenses – Auditing Expenses  – Export Expenses to CSV What are Expenses in Halo? Expenses are used to track and/or invoice additional costs associated with a […]

Azure Sentinel Webhooks

This guide only covers the setup of the webhooks required. You will need to configure Azure Sentinel before you can use your webhooks. For comprehensive setup of the integration (including webhooks) checkout: Azure Sentinel Integration. In this guide we will cover: – Creating a Logic App in Microsoft Azure – Sentinel Automation Rules – Troubleshooting your […]

SentinelOne Integration

In this guide we will cover: – What is the SentinelOne integration? – How to connect to SentinelOne – Import customers from SentinelOne – Import Endpoints (Assets) from SentinelOne – Syncing alerts  – Outbound Request tab What is the SentinelOne Integration? The SentinelOne integration allows you to import customers, sites and endpoints (assets) from SentinelOne […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes – […]

3CX Integration

In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]

Pax8 Integration

In this guide we will cover: – What is the Pax8 Integration? – How to connect to the Pax8 integration  – Customer Imports – Subscription Imports – Importing Usage-based subscriptions, Azure Consumption & Arrears data – Automatically sync customers and/or subscriptions updates – Billing for subscriptions from Pax8 Related Guides: Licences/Subscriptions Overview What is the […]

Syncing Exchange Calendars using the Microsoft Graph API

In this guide we will cover: – What is the Exchange Integration? – How to connect to the Exchange Calendars integration – Immutable IDs and Webhooks – Importing Existing Calendar Entries – Inbound and Outbound Requests Tab  – Using Exchange Calendar – Common errors What is the Exchange Integration? Halo can sync appointments with your […]

Using your Knowledge Base

In this guide we will cover: – Navigating to the Knowledge Base – Searching for Articles – Creating an Article – Updating Articles – Sending Article Links Admin Guides: Knowledge Base Related Guides Article Drafts FAQ Lists in the Knowledge Base  Knowledge Base Articles in the User Portal  Providing Access to your Knowledge Base This […]