Suppliers in Halo

In this lesson we will cover: – Enabling Suppliers – Suppliers Area – Creating Suppliers – Column Profiles and Lists – Tickets with Suppliers – Associating a Supplier (Items, Contracts, Assets, Documents, Purchase Orders) Admin Guides: Email (General Settings) Suppliers Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Enabling Suppliers Enable the module (Configuration > Suppliers) […]

Access Restrictions on Suppliers

In this lesson we will cover: – How to set supplier permission type. – How to set access control on suppliers. Associated Admin Guide:  Suppliers Setting supplier permission types. Within Halo you can limit the supplier access given to agents by configuring the access control per supplier. This is useful if you would only like […]

Sending Requests Across 2 Instances

In this lesson we will cover:  – Setting up the Suppliers Module – Configuring the API Access It is possible to send requests across two instances when the HaloCRM -> HaloITSM integration is not being used. You will be able to log tickets from one instance to another, and then the instance the ticket was […]