Sensitive Tickets
In this guide we will cover: – What are sensitive tickets? – How to mark a ticket as sensitive – Who can see sensitive tickets? – Reporting on sensitive Tickets What are Sensitive Tickets? Any ticket in Halo can be marked as being 'sensitive', doing this will restrict who can see this ticket, both in […]
MYOB set up guide
MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the MYOB icon. Once the module has been enabled, click the MYOB icon to begin configuring it. MYOB Tenants […]
MYOB set up guide
MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the menu icon. Once the module has been enabled, click the menu icon to begin configuring it. MYOB Tenants […]
Contract Schedule Functionality
In this guide we will cover: – Pre-requisites – Schedule Overview – Schedule Hours – Email Settings – Schedule Plan Pre-requisites If you do not see the "Schedule" tab on your contracts, you may need to enable it in advanced settings. First navigate to Configuration > Advanced Settings and scroll down to the screen layout […]
Change Advise Boards (CABs)
In this guide we will cover: – Creating a CAB – Importing CAB Members via Entra – Microsoft Teams Notifications – CAB Roles – Adding a CAB to an Approval Process Admin Guides: Approval Processes Related Guides: Approval Process Approvers Approval Processes Overview Internal Quote Approvals A Change Advise Board is a set group of […]
Restricting User Access to Services
In this guide we will cover: – How to Restrict access to the whole Service Catalogue – Configuring Access to Service Categories – Configuring access to specific services Services within the service catalogue can be restricted to only be accessed by certain users. This is useful when you would only like certain users to be […]
PandaDocs Integration
In this guide we will cover: – What is the PandaDocs integration? – Connecting to PandaDocs – Setup for creating Documents using a chosen template – Setup for Creating Documents from an Uploaded file What is the PandaDocs integration? The PandaDocs integration allows you to create documents in PandaDocs from your Halo instance. The document […]
Knowledge Base Articles in the User Portal
In this guide we will cover: – Enabling the Knowledge Base Area – Showing User Article Views – Setting Article Restrictions – Setting FAQ Restrictions – Showing/Hiding Article Details Enabling the Knowledge Base Area First, the knowledge base area will need to be added to the self-service portal. Go to Configuration > Self Service Portal […]
Halo Tab Customisation
In this guide we will cover: – Enabling Multiple Tab Functionality – Open in a New Tab – Using Multiple Tabs Note: The following functionality is available as of v2.186.1+. The multiple tab functionality makes it easy to seamlessly switch between different areas of your instance without losing your place, and keeps important tabs open […]
Automated Statement of Work Generation and AI Project task Creation
In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets in Halo can now be generated automatically based on the services you are quoting the customer for. When quoting customers for products that […]
