Sort Client Level Tickets Tab by Ticket Area
In this guide we will cover: – Sorting Client Level Tickets Tab by Ticket Area Sorting Client Level Tickets Tab by Ticket Area The setting 'Split Tickets tabs into Ticket areas' in Tickets > General Settings replaces the tickets tab ,when viewing customers, sites, users, assets, and services, with tabs for each configured ticket area. […]
Customers and Importing/Migrating Data
In this guide we will cover: – Customer records – Creating a New Customer – Importing Customers Customer Records This screen provides an overview of your customer records. Customers are the organisations/companies that you support and maintain services for. From here you can search your existing customer records or create new ones. You can also […]
Document Management for Customers, Sites and Users
In this guide we will cover: – How documents can be managed under customer, site and user profiles – Additional Functionality Document Versions Have users upload documents in the portal Note: This differs to managing documents within the documents module, this guide below requires configuring the document management module. For information on this see our […]
Pop-Up Notes For Customers & Contacts
It's possible to add pop-up notes against customers or contact records in Halo. This means that whenever a ticket associated to that customer/contact is loaded, the pop-up note shows to all agents. To set-up a pop-up note, navigate to the following settings: Customers: Customers > *select customer* > settings > pop-up notes. Contacts: Contacts > […]
Ticket/Client Areas
In this guide we will cover: – What Ticket Areas are – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Override the Screen Layout Profile Per Customer – Split Customer Level Tickets Tab Per Ticket Area – Option to Pin the Details Tab to the […]
Search Tools in Halo
Using the search pane and the quick search box. Related articles: Custom Fields Adding Users Your Ticket Screen There are multiple search tools within Halo. Firstly, the filter pane quick search box (1). Secondly, the search pane accessible in the top banner (2). Quick Search Box Typing a ticket ID number in this search box […]
Customer, Site and User Records
In this guide we will cover: – Customers Area – Creating a New Customer – Changing Customer Tab Layout – Tabs Against Customer/Sites/Users – Customer Lists Admin Guides: General Settings (Users) Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Billing Rules (Formerly Billing Plan Combinations) Creating an Agreement/Recurring Invoice for a customer Creating Quotations Document […]
Using CRM Notes
In this guide we will cover: – How to use the CRM note functionality – Customising CRM notes – Creating CRM notes from a ticket – Using the 'next call date' field to create an automated ticket – Worked Example – Use AI to generate CRM notes The CRM note functionality allows you to track […]
