Invoicing Explained

In this article we will cover: – Enabling Billing from Halo – Adding a Recurring Invoice – Contacts and Automation – Creating Invoices manually – Deleting and Editing invoices  – Third Party Accounts Systems This guide assumes you have configured the required billing entities already (e.g. for the case of labour billing, you have set […]

Altering Ticket Types

In this guide we will cover: – What are Ticket Types?  – Creating a Ticket Type Admin Guides: Ticket Types Related Guides: Modifying and Adding Workflows Service Level Agreements (SLAs) Statuses Note: We cover a lot of the most used settings in this guide, but there are a lot more options. For detail on what […]

Ticket Templates

In this guide we will cover: – Creating a Template – Creating New Template Groups – Values Tab – To-Do Lists – Related Assets – Child Templates – General Configuration Options – Setting Custom Table Default Values – Applying Templates – Default Option on a Ticket Area – Saving a Ticket Template Based on the […]

Call Management

In this guide we will cover: – What is Call Management? – Ways to Open the Call Screen – Call Screen Walkthrough – Customising the Call Screen – Logging Tickets from a Call Admin Guides: Call Management Related Guides: Call Scripts Security Questions  What is Call Management? Call Management is used when you have agents […]

Step-by-Step Configuration Walk Through

In this guide we will cover: – Clearing Trial Data – Language – Organisations – Agents – Teams – Customers, Sites and Users – Emails – Email Templates – Ticket Areas – Ticket Views – Ticket Types – Service Level Agreements (SLAs) – Self-Service Portal (SSP) – Assets – Notifications – Reporting Admin Guides: Agents […]

LapSafe Integration

In this guide we will cover: – What is the LapSafe Integration? – Enabling the LapSafe Integration – Configuring the Integration – Creating Actions – Using LapSafe in Halo What is the LapSafe Integration? The LapSafe integration can be used to organise locker bays and their corresponding codes for drop-off, collection and swaps. Codes and […]

Strety Integration

Strety Documentation for Microsoft To-Do.

Recurring Invoice Approvals

In this guide we will cover: – Enabling Recurring Invoice Approvals – Creating an Approval Process – Following the Approval Process Admin Guides: Approval Processes Recurring Invoices Related Guides: Approval Processes Overview Recurring Invoices Enabling Recurring Invoice Approvals In Configuration > Billing > Recurring Invoice Approvals, enable approvals with the "Enable Recurring Invoice Approvals" checkbox, […]

(HH:MM) Conversion of a field in SQL to Hours and Minutes

Converting a decimal hours field to an Hours and Minutes field ,left(CAST(CONVERT(VARCHAR,DATEADD(SECOND, {INSERT YOUR DECIMAL HOURS FIELD HERE} * 3600, 0),108) AS TIME), 5) as [Insert Field Name]

Double Line Spacing On Emails In Outlook

Sometimes, emails sent from Halo will display with extra line spacing when viewing them in Outlook desktop. The following is an explanation of how to fix this, read the entire explanation before deciding if this is the correct change you need to make. This issue is due to the discrepancy in how different HTML viewers […]