Sales Mailboxes
This type of mailbox can only be connected using Azure or Google, as it requires an API connection to be configured. This is due to the mailbox type using the NHServer and the Halo Integrator. The Sales Mailbox configuration allows you to integrate your Sales Mailboxes into Halo in order to update Opportunities based on […]
Actions
Configuration > Tickets > Actions Configuration > Sales > Actions Check out the Academy Guides on our Support Portal for more information on Teams, the same guides can be found on the HaloPSA Academy: Actions HaloPSA Academy – Actions Actions – System Uses If certain Actions are not appearing on your Tickets as you expect, […]
Statuses
Configuration > Tickets > Statuses Configuration > Sales > Statuses Check out the Academy Guides on our Support Portal for more information on Statuses, the same guides can be found on the HaloPSA Academy: Statuses HaloPSA Academy – Statuses Table View Field Type Description Name Header This is the name of the Ticket Status, and […]
Sales Views
Configuration > Sales > Views Field Type Description Default View Single Select The selection made here will dictate the default View that any Agents viewing the Opportunities screen will use. This can be overriden on a per-Agent or per-Team basis. Default List Single Select Should "My Lists" be chosen as the Defaut View, then the […]
Canned Text
Configuration > Tickets > Canned Text Configuration > Sales > Canned Text Associated Guides: Canned Text Viewing Quotes(Topic 5 covers Quote Canned Text) Overview Screen Field Type Description Import Canned Text via Spreadsheet Button This will open up the menu for importing Canned Text content via an XLS import. This will require the upload of a […]
Opportunity Types
Configuration > Sales > Opportunity Types The types listed in this menu are simply Ticket Types with their Use set to Opportunities. Therefore they have the same configuration as Ticket Types; Table View Field Type Description Sequence Header This is the sequence value of the Ticket Type, and will dictate where it appears in lists. […]
Rules
Configuration > Tickets > Rules Configuration > Sales > Rules Check out the Academy Guides on our Support Portal for more information on Ticket Rules, the same guides can be found on the HaloPSA Academy: Ticket Rules HaloPSA Academy – Ticket Rules Table View (Not Configuration Screen) Field Type Description Precendence Integer This value will dictate […]
General Settings
Configuration > Sales > General Settings Field Type Description Default Ticket Type for New Opportunities Single Select The Opportunity Ticket Type selected here will be used as a default when creating new Opportunities. This can still be changed upon creation manually. Default Customer/Site for New Opportunities Single Select The Site selected here will be the […]
Categorisation
Configuration > Tickets > Categorisation Configuration > Sales > Categorisation Check out the Academy Guides on our Support Portal for more information on Categorisation, the same guides can be found on the HaloPSA Academy: Project Billing(Topics 1 and 2) HaloPSA Academy – Project Billing(Topics 1 and 2) Using Category Group as Ticket Rule Criteria Field Type […]
Templates
Configuration > Tickets > Templates Check out the Academy Guides on our Support Portal for more information on Ticket Templates, the same guides can be found on the HaloPSA Academy: Ticket Templates HaloPSA Academy – Ticket Templates Creating a Project Template Project Templates HaloPSA Academy – Project Templates Details Field Type Description Name Free Text This […]
