Sales Views

Configuration > Sales > Views Field Type Description Default View Single Select The selection made here will dictate the default View that any Agents viewing the Opportunities screen will use. This can be overridden on a per-Agent or per-Team basis.  Default List Single Select Should "My Lists" be chosen as the Default View, then the […]

Customer Relationships

Configuration > Users > Customer Relationships Related Guides: Customer Relationships Details Field Type Description Sequence Integer Sets the order the values will appear in lists and dropdowns. Name Free Text Name of the Customer Relationship Popup Note Memo This is the message box where you can input the note that relates to the customers this […]

Creating an Agreement/Recurring Invoice for a customer

In this guide we will cover: – Creating the Agreement – Creating the Recurring Invoice – Creating Invoices – Editing the Agreement View – Expiry Reminders Note: Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably.  This guide covers contracts/agreement functionality for customers using HaloPSA. For customers using HaloITSM check out […]

Updating On-Prem instance URL

To update your web app URL, make sure you have the HTTPS certificate for the URL you wish to move to installed on your web server and available in IIS. Configure a DNS record configured on your domain to direct traffic going to your new URL, to your web server. Configure a HTTPS binding on […]

LogicMonitor Integration

In this guide we will cover: – What is the LogicMonitor Integration? – Connecting to LogicMonitor – Asset Import – Alert Processing – Halo Integrator What is the LogicMonitor Integration? LogicMonitor can be integrated with Halo to import and manage assets, as well as create alert tickets matched to the asset. Connecting to LogicMonitor Create […]

ALSO Integration

In this guide we will cover: – What is the ALSO Integration? – Connecting to ALSO  – Importing Customers – Importing Subscriptions – Importing on a Schedule Related Guides: Licences/Subscriptions Overview What is the ALSO Integration? Halo can integrate with ALSO to import customers and their subscriptions from ALSO into Halo. Customers and subscriptions can […]

Embed XML Attachments to Invoice PDFs

In this guide we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF eInvoicing Commencing January 1st 2025, the European Union will begin to implement eInvoicing. Compliance for this will be optional for 1 year. Commencing January 1st 2026, eInvoicing will be made mandatory for all customers in the […]

Qualification Matching

Configuration > Teams & Agents > Qualification Matching Related Guides: Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching) Details Field Type Description Qualification Name Free Text The name of the Qualification. Weighting Integer The weighting of the Qualification determines the position of the Agent in the assignable list, should a certain […]

StreamOne Ion Integration

In this guide we will cover: – What is the StreamOne Ion Integration? – OAuth Credentials – Configuring the Integration – Customers – Subscriptions Related Guides: Licences/Subscriptions Overview What is the StreamOne Ion Integration? The StreamOne Ion integration can be used to import your customers and subscriptions as well as update customers licenses on a […]

Updating Workflow Step Based on the Stage that is Clicked

In this guide we will cover: – Setting up Chevron view – Editing the Workflow – Using on a Ticket Within the Details tab of the workflow, you can add in the step you would like to move to if the chevron view is enabled and a stage of the workflow progress visual is clicked […]