Creating Invoices
In this guide we will cover: – Ad-Hoc Invoicing – Invoicing from an Opportunity/Ticket – Invoicing from a Recurring Invoice – Automated Quantity Billing – Labour Billing There are multiple different methods to invoice customers within Halo, and this guide will walk-through how each works. Ad-Hoc Invoicing Note: This is the simplest method of doing […]
Supplier Agreements/Contracts
In this guide we will cover: – What are Supplier Agreements/Contracts in Halo? – How to create a Supplier contract – How to use a Supplier contract – Supplier Contract Expiry Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably. This guide covers supplier contracts in Halo, if you are looking […]
FAQ List Access Control
In this guide we will cover: – Access Control on Existing FAQ Lists – Granting Access Control on FAQ Lists – Viewing FAQ Lists Access Control on Existing FAQ Lists Access control has been added to FAQ lists within the Knowledge Base in v2.190.1+. For existing FAQ lists that were created before this version, these […]
Webhook and Integration Runbook Access Control
In this Guide we will cover: – What is Webhook and Integration Runbook Access Control? -Giving Access Control What is Webhook and Integration Runbook Access Control? From v2.190+ access control can be set against integration runbooks and webhooks to allow certain agents configuration access to selected webhooks and runbooks. This allows you to grant configuration […]
System Notifications
In this guide we will cover: – Types of System Notifications – How to Enable Them Halo has some pre-configured system uses for sending out notifications, which can be enabled or disabled within various areas of our system. This guide will cover a list of these, and how to set these up. Account Manager Account […]
Style Profiles for Knowledge Base Articles
In this guide we will cover: -What are Style Profiles? -How to Create Style Profiles -Assigning Style Profiles to Articles -Creating Style profiles- Worked examples Associated Administrator Guide: Knowledge Base Related Guides: Knowledge Base This functionality is available as of v2.188+ What are Style Profiles? Style profiles allow you to create a set of style […]
Customising the Navigation Menu in Halo
In this guide we will cover: – Ticket/ Navigation Areas – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Creating a Custom URL Navigation Module – Setting the Module in the List – Opening in a New Tab Associated Admin Guides: Areas Advanced Settings […]
Importing Quotation Lines via XLS
In this guide we will cover: – Creating an XLS Profile – Enabling Quotation Line Imports – Importing New Lines – Updating Existing Lines As of v2.188.1+, quotation lines can be imported and updated from an XLS file. Creating an XLS Profile First, we will need to create an XLS profile, which essentially maps the […]
Automatic HTML Additions to Reporting
In this guide we will cover: – Example of Automatic Additions – List of Column Names Automatic HTML additions can be added to reports to apply hyperlinks within certain columns. Example of Automatic Additions Halo supports the addition of hyperlinks on rows without the need for writing custom HTML for the report. The links are […]
Using HaloDBLookupService to run custom integration methods on internally facing APIs
In version 2.184+ there is a new connection option for Custom Integrations to connect to internally facing APIs: This connection method allows you to host a proxy application called "HaloDBLookupService" on your own network which can access your internally facing APIs. The Halo API then connects to this Service using requests signed by a common […]