Site Contacts
In this guide we will cover: – Creating a Site Contact – Site Contact Types – Setting Site Contact Access Level – Logging Tickets on Behalf of Others within the Site – Notifications for Site Contacts Admin Guides: Site Contact Types Related Guides: Customer, Site and User Records Sites Site contacts can be assigned to […]
Customer Areas
In this guide we will cover: – What are Customer Areas? – Creating a Customer Area – Restricting Customer Areas – Hiding the Default Customer Area Admin Guides: Areas Related Guides: Customer, Site and User Records Ticket/Client Areas What are Customer Areas? Available as of v2.184.1+, customer areas behave in a similar way to ticket […]
Users
In this guide we will cover: – What are Users? – User Settings – Importing Users What are Users? Users in Halo are the people raising the tickets. They are the requestors rather than the people resolving the tickets (those people would be referred to as agents/technicians in "Halo terminology"). Fig 1. A user in […]
User Management
A guide to user management in Halo. Managing your users in Halo is simple. Your users are each listed under their client, then a site (also known as a location). These are the two containers which separate them. You can view the lists of users at any level. From any client/site screen or the customer […]
How To Onboard New Customers
In this guide we will cover: – Creating a New Opportunity Ticket – Configuring the Standard Items Used for Onboarding a New Customer – Creating a Quotation From The Ticket so There is a Relationship Between the Two – Creating a Sales Order – Using the Associated Actions on the Sales Order Lines Associated Guides […]
Important Users/Customers
In this guide we will cover: – Marking a Customer as Important – Configuring VIP Popups – Ticket Rules with Important Customer/User – VIP Users as Site Contacts Admin Guides: General Settings (Users) Related Guides: Customer, Site and User Records Customer Relationships Setup Ticket Rules Marking a Customer as Important In the Customers area, […]
Customer Relationships
In this article we will cover the functionality behind the 'Relationship' field against a customer. If you are looking for information on customer relationship management functionality check out the following: Pop-Up Notes For Customers & Contacts Using CRM Notes Against each of your customers' profiles in Halo you will find a field called 'Relationship'. Fig […]
Sites
In this guide we will cover: – What are Sites in Halo? – Importing Sites – Email Domain Name Matching What are Sites in Halo? Sites are usually used to represent the different physical locations a customer may have. Using HaloPSA as an example you would have the Client first, then the 3 different locations […]
Top Levels
In this guide we will cover: – Enabling Top Levels – Creating a Top Level – Importing Top Levels – Ticket Lists Filter – Notifications Criteria – Knowledge Base Access – Calendar Filter – Column Profiles – Assigning Tickets to Other Customers in the Top Level – Setting as Default View – Showing Top Level […]
Managing Multiple End User Portals
In this guide we will cover: – How to have a second end user portal set up – Customise the Branding of each portal – Customise Portal CSS – Customise Portal Language – Setting Portal Access – Distributing portal URLs using $-Variables – Restricting Portal Button Access – Restricting Portal FAQ list access – Restricting […]
