Sales Mailboxes
Configuration > Sales > Sales Mailboxes Related Guides: Sales Mailboxes – Azure Sales Mailboxes – Google Details Field Type Description Name Free Text The name of the Mailbox as it will appear in lists. Mailbox Connection Type Single Select The connection type used for the mailbox, Azure or Google. Import Sent Items as well as […]
User Roles
Configuration > Users > User Roles Related Guides: Users Details Field Type Description Role Name Free Text The name of the User Role which will display in lists and details tabs. User that have this Role Multiple Select Presents a list of all Users, which can be selected to receive the role you have created. […]
Purchase Orders
Configuration > Purchase Orders Related Guides: Purchase Orders Field Type Description Item Code for Miscellaneous Items for POs Single Select The product selected here will be the product code used when adding ad-hoc products to Purchase Orders. Use the Purchase Order ID to generate the Reference Number Checkbox When this setting is checked on, the […]
Approval Processes
Configuration > Tickets > Approval Processes Related Guides: Approvals Approval Process Approvers Field Type Description Setup Processes Button This button opens up the menu for setting up Approval Processes. The fields in here are described below. Process Rules Button This button opens up the menu for setting up Approval Process Rules. The fields in here […]
Charge Types
Configuration > Billing > Charge Types Related Guides: Charge Types Details Field Type Description Charge Rate Name Free Text The name of the Charge Rate returned throughout the UI. Use Single Select Two possible options: Labour & Travel. 'Use Travel Charge Rates' must be enabled to return the 'travel' option. Labour rates should be used […]
Quotations General Settings
Configuration > Quotations > General Settings Configuration > Sales > Quotations > General Settings Related Guides: Creating Quotations Field Type Description Use Gross margin instead of markup Checkbox When selected & setting the cost/Gross Margin of a product on a Quote, the price will be calculated as per the Gross Margin formula. When not selected, […]
A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman
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TeamViewer Integration
In this guide we will cover: – What is the TeamViewer Integration? – Creating the TeamViewer Fields – Configuring a Site – Configuring an Asset – Use on a Ticket What is the TeamViewer Integration? The TeamViewer integration can be used to link to remote in with codes assigned to Halo sites and assets. Upon […]
Open AI Integration
In this guide we will cover: – What is the OpenAI Integration? – Connecting to OpenAI – Common Uses for OpenAI What is the OpenAI Integration? The native integration with OpenAI can be used to write responses on tickets or improve on response agent's have written themselves. It can also be integrated into your live […]
Quotations
This guide outlines the core features available for Quotations. Related articles: Sales Orders Purchase Orders Configuring PDF Templates Quotations Quotations are the start of sales processing and allow you to quickly create, preview and send clear and highly customisable PDF quotation documents. To use quotations, make sure you have the sales module enabled in the […]