Allow Suppliers to use the Portal
In this guide we will cover: – Why allow Supplier Contacts to access the Portal? – Creating Supplier Users – Viewing Tickets in the Portal – Viewing Documents and the Knowledge base in the portal – Allow Supplier Users to update their details from the Portal Why allow Supplier Contacts to access the Portal? Supplier […]
Optional Items on Quotations
In this guide we will cover: – What are Optional Items? – Configuring Optional Items – Adding Optional Items to PDF Templates – Choosing/Accepting Optional Items Admin Guides: Quotation Approvals Related Guides: Approving Quotes Overview Creating Quotations What are Optional Items? Lines on quotations can be marked as optional to allow the user accepting the […]
HaloAPI Full Documentation
In addition to a simplified API documentation that can be found at <Your Halo URL>/apidoc/info, there is a full documentation of all endpoints available at usehalo.com/swagger.
Merging Invoices
In this guide we will cover: – What is Invoice Merging? – Configuring which Invoices Merge – Merging/Grouping Invoice lines What is Invoice Merging? Invoice merging in Halo allows you to have invoices for different entities (Sales orders, labour, pre-pay etc.) but the same customer/site merged together automatically when they are created from the Ready […]
Connecting Copilot Studio to Halo’s MCP Server
In this guide we will cover: – What is the Halo MCP Server Connection to Copilot Studio? – Creating an Authorisation Code API Application – How to connect Halo's MCP server to Copilot Studio – Example Request to Halo's MCP Server – Invoking lead generation based on service gaps of a whitespace report Pre-requisites: You […]
Project Management Overview
In this guide we will cover: – What is a Project? – Ways of Creating Projects – Example Overview of a Project What is a Project? Projects are used to track progress on larger objectives that require several smaller steps to be completed. A project consists of a main objective and its associated sub-tasks, known […]
Optional Services
In this guide we will cover: – What are Optional Services? – Displaying Optional Services in the Service Catalogue – Optional Services Visibility Admin Guides: Services Related Guides: Allow Users to Self-Issue Items The Service Catalogue Service Catalogue The Service Catalogue – Advanced Configuration What are Optional Services? Optional services allow your users to pick additional […]
Progressive Web Application
In this guide we will cover:– What is the Progressive Web Application – Agent Application Progressive Web App – Portal Web Progressive App What is the Progressive Web Application The progressive web app allows you to install Halo on your desktop for easy access. Opening the app will take you straight to your Halo, meaning […]
Opinyin Integration
In this guide we will cover: – What is the Opinyin Integration? – Connecting to the Opinyin Service – Using the Opinyin Data in Halo Related Guides: Setting up an API Agent What is the Opinyin Integration? Opinyin Feedback Analysis is an Agentic AI solution that gathers feedback from Halo’s native surveys*, intelligently analyses and […]
Rapid7 Integration
In this guide we will cover: – What is the Rapid7 Integration? – Enabling the Rapid7 Module – Connecting to Rapid7 – Runbooks from Rapid7 What is the Rapid7 Integration? The Rapid7 integration is runbook-based and can be used for Ticket creation and alert management. Enabling the Rapid7 Module In Configuration > Integrations > Asset […]