Vorboss Integration
In this guide we will cover: – What is the Vorboss Integration? – Enabling the Integration – Connecting to Vorboss – Using the Integration What is the Vorboss Integration? Vorboss can be integrated with Halo to browse Vorboss services by postcode, and place orders. Enabling the Integration The Vorboss integration can be found in the […]
Project Hierarchies
In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]
Have all Projects created from Sales Orders be created under a Parent Project template
In this guide we will cover: – Default project behaviour – Have all projects created from Sales Orders be created under a Parent Project – Billing when using Sales Order Parent Project Templates Default Project behaviour Projects in Halo can be created automatically from a Sales Order line, for information on how this works and […]
Email Templates and their System Use
In this guide we will cover: – Email templates and when they are used – Variables Admin Guides: Email Templates Related Guides: Email Templates Email templates and when they are used Email templates in Halo are used to create pre-formatted emails. These templates can be found in Configuration > Email > Email Templates. Each template […]
Qualys Integration
In this guide we will cover – How to connect to the Qualys integration – How to import assets using the Qualys integration Connecting to Qualys First ensure the module is enabled. Head to configuration > integrations, use the '+' symbol to enable the integration. Fig 1. Enable module Now click into the module to […]
Tiered Pricing
In this guide we will cover: – What is Tiered Pricing? – Setting Tiered Pricing on an Item – Quotation/Sales Order/Invoice Process – Tiered Pricing on Recurring Invoices Admin Guides: General Settings (Billing) Items & Stock Control Related Guides: Creating Quotations Sales Orders What is Tiered Pricing? Tiered pricing allows the price of the item […]
Filtering responses via the ‘datesearch’ query parameter
In this guide we will cover: – Using the 'datesearch' Query Parameter – Relevant Endpoints – Example Using the 'datesearch' Query Parameter When querying the API, the response can return a filtered list of entities based on a date range. This can be done via the application of 3 query parameters: datesearch, start_date and end_date. […]
Heimdal Integration
The security software provider Heimdal has created an integration with Halo. This allows you to sync alerts to Halo creating a ticket, which there is a guide for here: Heimdal Documentation.
Release Notes
In this guide we will cover: – Finding the Release Notes Area – Mobile Specific Releases – Searching for Release Notes – Version Explanations – Release Cycle Finding the Release Notes Area In the top right hand corner, find the question mark icon. Fig 1. Help area Click the Show Release Details link shown in […]
Starting a Workflow from an Action
In this guide we will cover: – Setting a Workflow on an Action – Use on a Ticket Admin Guides: Actions Workflows Setting a Workflow on an Action In Configuration > Tickets > Actions, you can select the action you wish to apply this to. Under the Details tab of the action, there is a […]