Westcoast Cloud Integration

In this guide we will cover: – What is the Westcoast Cloud Integration? – Connecting to Westcoast Cloud  – Importing Customers – Importing Subscriptions – Importing on a Schedule Related Guides: Also Integration  Licences/Subscriptions Overview What is the Westcoast Cloud Integration? Halo can integrate with Westcoast Cloud to import customers and their subscriptions from Westcoast […]

Automating Product Changes and Updating Recurring Invoices

In this guide we will cover: – Enabling Recurring Invoice Product Changes – Updating Product Names – Previous Value Matching – Force Changes without Value Matching – Bundled Product Updates Admin Guides: Items & Stock Control Recurring Invoices Related Guides: Recurring Invoices Enabling Recurring Invoice Product Changes  In Configuration > Items and Stock Control > […]

Workflow To-Do Automation

In this guide we will cover: – All To-Do list items completed – To-Do list group completed Admin Guides: Workflows Related Guides: To-Do Lists To-Do lists and To-Do list groups can be used as a trigger to move to another workflow step. In Configuration > Tickets > Workflows, select the workflow you wish to add […]

Device Change History

In this guide we will cover: – Tracking Device Change History – Filtering Device Change History – Changing to Tile View – Reporting on Device Changes – Optimising Device Change history Admin Guides: General Settings (Asset Management) Related Guides: Asset Management Linking Assets  The Asset Catalogue Tracking Device Change History Within your "Assets" area, you […]

Filter Profiles

In this guide we will cover: – Filter Profiles – Configuring Filter Profiles (For Configuring Sales ticket filter profiles go to Configuration > Sales > Views) – Specifying Filter Criteria – Show Tickets which have not yet been reviewed for Billing Admin Guides:  Views Billing General Settings Filter Profiles Filter Profiles are ways to filter […]

SnelStart Integration

In this guide we will cover: – What is the SnelStart Integration? – Linking SnelStart to Halo – Tax Rates – Ledgers – Customers – Products – Invoicing and Syncing Configuration Settings Guides: Accounts Codes  General Settings (Billing)  Tax Rates What is the SnelStart Integration? SnelStart can be integrated with Halo to import tax rates, […]

Approval Process for a Users Department Manager

In this guide we will cover: – Head of the Users default Department – Create an Approval Process for The Users Manager to Approve Head of the Users default Department Should the End-User be part of a Department, the member of that Department that is marked as the Head of Department will be used as the […]

Remove Your Company Details from the Self-Service Portal

In this guide we will cover: – New Method (Recommended) – Old Method (Deprecated as of v2.145) By default your organisation details will appear in the footer of your self-service portal. These include your organisation address, phone number, email address and (as of v2.178+) website. All these organisation details are set under configuration > organisations. […]

Customer Relationships

In this article we will cover the functionality behind the 'Relationship' field against a customer. If you are looking for information on customer relationship management functionality check out the following: Pop-Up Notes For Customers & Contacts  Using CRM Notes Against each of your customers' profiles in Halo you will find a field called 'Relationship'.  Fig […]

The Ready For Purchasing Area

In this guide we will cover: – Creating Purchase Orders from Ready For Purchasing – Creating Purchase Orders When No Supplier Is Set – Improvements to Ready For Purchasing (v2.238+) Sales Order lines requiring a Purchase Order will now appear in a separate area of the Quotes & Orders menu. You will also be able […]