Project Billing – Milestone Billing
In this guide we will cover: – What is Milestone Billing? – Enable Milestone Billing – Bill based on the value of the milestone – Bill based on the actions completed within the milestone – Bill Milestones using products (deprecated functionality) What is Milestone Billing? Milestone billing allows you to bill project work in Halo […]
Agent Statuses
In this guide we will cover: – Making Agent Statuses – Changing Agent Statuses Manually – Changing Agent Statuses Automatically – Logging Changes – Mentioning Agents – Re-Assigning to Agents – Status for Live Chat – Agent Idle Timeout Admin Guides: Statuses Related Guides: Agents Appointments Chat Bot and Chat Profiles Distributing Tickets in Halo […]
Article Restrictions
In this guide we will cover: – Restrict User Access to FAQ Lists – Restricting Access to Individual Articles – Viewing Article Access – Remove the Agents' Ability to Edit Articles – Publishing Articles Using Unique Links Restrict User Access to FAQ Lists Restricting access to an FAQ list means selected users will not be […]
Sage Canada 2023
The link below returns a version of the Accounts Integrator that should work for Sage Canada 2023. This will not work for any previous version of Sage Canada – other account platforms should be fine. https://s3.nethelpdesk.com/ftp/HaloAccountIntegratorSageCA2023.zip
SAML 2.0
In this guide we will cover: – Key Terms – Understanding the Login Flow – Exchanging Metadata – Configuring the IdP – Debugging a SAML Issue This guide aims to help understand Halo's SAML 2.0 integration. This document focuses mainly on versions past 2.104.1 as many new features were added in this version. Some references […]
Creating a Project From a Sales Order
In this guide we will cover: – Applying templates to products – Adding additional sales order lines to a project – Adding milestones to projects – Adding budgets to projects – Linking Purchase orders to Projects In this example, we will look at how Projects can be raised directly from Sales Orders. The mechanism behind […]
How to Configure Timesheets
In this guide we will cover: – Key Settings – Add Fields to Time Logging screen – Set Warning if Time Taken on Action Exceeds a Set Amount of Time – Setting Target Hours and Holidays – Timesheet Approvals – Incomplete Timesheets Notifications Admin Guides: Time Management Related Guides: Timesheet Approvals Time Tracking What are […]
AWS Integration
In this guide we will cover: – What is the AWS Integration? – How to import instances from AWS to Halo What is the AWS Integration? The AWS integration is used to import instances from Amazon Web Services into Halo. Allowing you to manage your servers (instances) in Halo. When instances are imported these will […]
Working on Tickets
In this guide we will cover: – Actions on Tickets – Respond Button – SLA Option for Response Timer – Ticket Screen – Options For Viewing Ticket Progress Admin Guides: Actions SLA General Settings Ticket Types Tickets General Settings Ticket Views Actions on Tickets As an agent you will be working on tickets which were […]
Closure Procedures (End-User Closure Confirmation)
In this guide we will cover: – Default Closure Procedures – Enabling End-User Closure Confirmation Procedures – Closure Settings on Ticket Type – Email Templates – Configuring the Worked Example – Additional Features per Ticket Type -Closure Confirmation Procedures for Project tickets Default Closure Procedures Within Halo, the standard practice for closing tickets, is that the […]