Project Setup Wizard

In this guide we will cover: – What is the Project Setup Wizard? – Creating Projects – Creating Project Tasks What is the Project Setup Wizard? The Project Setup Wizard is a tab available on Quotations and Sales Orders to directly create a custom project setup based on products that have been added to them. […]

Peppol e-Invoicing via Tickstar

In this guide we will cover: – What is Peppol e-Invoicing via Tickstar? – Installing the Integration – Authentication Configuration – Integration Customisation – Enabling the Integration – Invoicing Syncing and Error Logs What is Peppol e-Invoicing via Tickstar? Peppol e-Invoicing via Tickstar allows you to configure the Peppol (Pan-European Public Procurement Online) e-Invoicing integration […]

API Applications with Organisation access

Enable Multi-tenancy so that you can create multiple organizations Create departments within the organizations. These departments will be assigned to your API Agents. Create an Agent and enable the setting for "Is API Agent", then assign them access to a department from the correct organization Go to the customer records that should be part of […]

Advanced Agent Restriction

In this guide we will cover: – What are Departments? – What are Teams? – What are Roles? – Restricting Administrator Access – Restricting Reporting on Tickets – Build Permissions without Administrator Access Admin Guides: Agents  Departments Roles  Teams Related Guides: Access Control  Departments Roles Teams This guide outlines how Agents, including those with the […]

Acknowledgement Email Hierarchy

In this guide we will cover: – Acknowledgement Email Flow – Setting locations – Additional Settings to Consider There are various places in Halo to set whether an acknowledgement email is sent out to a user. This allows you to automate who receives an acknowledgement email.  Acknowledgement Email – An email sent out to user(s) automatically […]

Kaseya VSA X Integration

In this guide we will cover: – What is the Kaseya VSA X Integration? – Connecting to Kaseya VSA X – Customer Imports – Asset Imports – Alert Webhooks – Syncing with the Halo Integrator Related Guides: Kaseya VSA Integration What is the Kaseya VSA X Integration? Kaseya VSA X can be integrated with Halo […]

Creating Users

In this guide we will cover: – What are Users? – Manual Creation      – Customers Area      – New Ticket Screen      – New Call Screen      – Changing End-User      – Converting from an Opportunity – Portal Registration – Email Matching – CSV/XLS Import – Integration Import – […]

Major Incident Management

In this guide we will cover: – What is a Major Incident? – Identifying a Major Incident – Logging a Major Incident Ticket – Actioning the Major Incident Ticket – Resolving and Closing the Major Incident What is a Major Incident? A Major Incident is effectively an Incident that is a very high priority issue, […]

Vector Search Databases (for AI Search)

In this guide we will cover: – What is a Vector Search Database? – Indexing – Vector Search Database Options What is a Vector Search Database? A vector search database is a database that is designed to store and search embeddings.  Embeddings – Numerical representations of data used to find items that are semantically similar. […]

Single Sign-On in Halo

In this guide we will cover: – The Single Sign-On Module – Setting up Single Sign-On – Single Sign-On Options – Matching Users – Claim Validations – User Provisioning (creation) – Adding SSO buttons to login Page – Customise Single Sign-On Buttons The functionality outlined in this guide is available as of v2.210+. If you […]