Rules
Configuration > Tickets > Rules Configuration > Sales > Rules Check out the guides 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 the order in which these […]
Change Management
Configuration > Tickets > Change Management Check out the guides for more information on Change Management, the same guides can be found on the HaloPSA Academy: Change Management HaloPSA Academy – Change Management Problem and Change Management Using Fully Configured Workflows Field Type Description Show the Change Management tab on the Ticket Details screen for Change […]
Scheduled Tickets
Configuration > Tickets > Scheduled Tickets Check out the guides for more information on Scheduled Tickets, the same guides can be found on the HaloPSA Academy: Scheduled Tickets HaloPSA Academy – Scheduled Tickets Schedule Field Type Description Name Free Text This will be the name of this Scheduled Ticket as it appears elsewhere in the system. […]
Automated Tickets
Configuration > Tickets > Automated Tickets Check out the guides for more information on Automated Tickets, the same guides can be found on the HaloPSA Academy: Automated Tickets HaloPSA Academy – Automated Tickets Automated Tickets (Next Call Date as Criteria) Details Field Type Description Name Free Text This will be the name of the Automated Ticket […]
Categorisation
Configuration > Tickets > Categorisation Configuration > Sales > Categorisation Check out the guides 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 Description Use treeview dropdown […]
Surveys
Configuration > Tickets > Surveys Check out the guides for more information on Surveys, the same guides can be found on the HaloPSA Academy: Surveys HaloPSA Academy – Surveys One-Click Feedback Field Type Description Show Feedback in the Closure details on the Ticket Details screen When checked, closed tickets that are given feedback will have a […]
Areas
Configuration > Tickets > Areas Check out the guides for more information on Areas and Tabs, the same guides can be found on the HaloPSA Academy: Ticket/Client Areas HaloPSA Academy – Ticket/ Client Areas Split The Tickets Tab By Ticket Type Table View Field Type Description Sequence Header This is the sequence value of that […]
Templates
Configuration > Tickets > Templates Check out the guides 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 will be the name of […]
Time Management
Configuration > Tickets > Time Management Configuration > Time Management Configuration > Sales > Time Management Check out the guides for more information on Time Management, the same guides can be found on the HaloPSA Academy: Time Tracking HaloPSA Academy – Time Tracking Timesheet Approvals How to Configure Timesheets General Settings Field Type Description Track Non […]
Service Level Agreements
Configuration > Service Level Agreements > Service Level Agreements Check out the guides for more information on Service Level Agreements, the same guides can be found on the HaloPSA Academy: SLAs HaloPSA Academy – SLAs Topic 4 of this guide covers SLA notifications Details Field Type Description Service Level Agreement Name Free Text This will […]
