Parent and Child Projects from Sales Orders

In this guide we will cover: – Default project behaviour – Have all projects created from Sales Orders be created under a Parent Project – Billing when using Sales Order Parent Project Templates Default Project behaviour Projects in Halo can be created automatically from a Sales Order line, for information on how this works and […]

Site Address Lookup Custom Field

This custom field provides a dropdown of the site addresses for a customer select distinctssitenum as [ID],concat(sdesc,' ',Asline1,' ',Asline2,' ',ASLine3,' ',ASLine4,' ',Asline5) as [Display]from Siteleft join area on sarea=aarealeft join tree on treeid=atreeidleft Join AddressStore on AddressStore.assiteid = ssitenumwhere isnull(sisinactive,0)<>1and isnull(AIsInactive,0)<>1and isnull(ASInActive,0)<>1and sarea = (select aarea from users left join site on usite = ssitenum left join area on sarea = aarea where uid = $userid)

Automatic Ticket Updates via Email

In this guide we will cover: – Benefits of providing Automatic ticket updates via email – How to provide Automatic ticket updates via email – How to request ticket updates via email Admin Guides: Email (General Settings) Benefits of Providing Automatic Ticket Updates via Email In this guide we will cover how to provide users […]

Email Templates and their System Use

In this guide we will cover: – Email templates and when they are used – Variables Admin Guides: Email Templates Related Guides: Email Templates Email templates and when they are used Email templates in Halo are used to create pre-formatted emails. These templates can be found in Configuration > Email > Email Templates. Each template […]

Qualys Integration

In this guide we will cover – How to connect to the Qualys integration – How to import assets using the Qualys integration  Connecting to Qualys First ensure the module is enabled. Head to configuration > integrations, use the '+' symbol to enable the integration.  Fig 1. Enable module Now click into the module to […]

How To Onboard New Customers

In this guide we will cover: – Creating a New Opportunity Ticket – Configuring the Standard Items Used for Onboarding a New Customer – Creating a Quotation From The Ticket so There is a Relationship Between the Two – Creating a Sales Order – Using the Associated Actions on the Sales Order Lines Related Guides: […]

How to add Images to Quotations

In this guide we will cover: – Changing the Product Icon – Adding an Image against a Product – Setting up the Quote Template to Show Product Images Changing the Product Icon To change the image that appears next to the item's name, select the icon next to the name. Now you will be prompted to […]

Tiered Pricing

In this guide we will cover: – What is Tiered Pricing? – Setting Tiered Pricing on an Item – Quotation/Sales Order/Invoice Process – Tiered Pricing on Recurring Invoices Admin Guides: General Settings (Billing)  Items & Stock Control Related Guides: Creating Quotations  Sales Orders What is Tiered Pricing? Tiered pricing allows the price of the item […]

GitHub Integration

In this guide we will cover: – What is the GitHub Integration? – Configuring GitHub What is the GitHub Integration? The GitHub integration is essentially a Webhook set up in GitHub which adds links to commits from the Change Information tab which have the body of the commit equal to the ticket ID. This Integration […]

Reporting Variables

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