PDF Templates
Configuration > Reporting > PDF Templates Details Field Type Description Name Free Text Name of the report Type Entity Chosen After clicking into the PDF Templates module, there will be a dropdown in the top left to decide which entity the PDF template will be created for. The entity chosen will then be the type […]
Accounts Codes
Configuration > Billing > Accounts Codes Note: If you are using the QuickBooks Online integration, the accounts code module will not be available. This is because you will not need to create accounts codes in Halo as these will be pulled directly from QuickBooks Online. Accounts Codes Field Type Description Name Free Text The name […]
Customer Types
Configuration > Users > Customer Types Here, you can configure the options that are available in the 'Customer Type' dropdown field against a customer profile. Customer Type Details Field Type Description Name Free Text The name of the Customer Type which will display in lists and details tabs.
Sales Mailboxes
This type of mailbox can only be connected using Azure or Google, as it requires an API connection to be configured. The Sales Mailbox configuration allows you to integrate your Sales Mailboxes into Halo in order to update Opportunities based on inbound emails to these addresses. You'll find a step-by-step procedure to follow in order […]
User Roles
Configuration > Users > User Roles Check out the guides for more information on Users, the same guides can be found on the HaloPSA Academy: Users HaloPSA Academy – Users Approval Process for a Users Department Manager Top Bar Field Type Description Edit Button Allows the ability to edit the details of this User Role. […]
Purchase Orders
Configuration > Purchase Orders Check out the guides for more information on Purchase Orders, the same guides can be found on the HaloPSA Academy: Purchase Orders HaloPSA Academy – Purchase Orders Ad-Hoc Items on Quotes and Orders Etilize Integration Field Type Description Item Code for Miscellaneous Items for POs Single Select The product selected here […]
Approval Processes
Configuration > Tickets > Approval Processes Associated 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 Check out the guides for more information on billing, the same guides can be found on the HaloPSA Academy: Charge Types Travel HaloPSA Academy – Charge Types Details Field Type Description Charge Rate Name Free Text The name of the Charge Rate returned throughout the UI. Use Single Select […]
Quotations
Configuration > Quotations Configuration > Sales > Quotations Check out the Academy Guides on our Support Portal for more information on Quotations, the same guides can be found on the HaloPSA Academy: Creating Quotations HaloPSA Academy – Creating Quotations Ad-Hoc Items on Quotes and Orders Approving Quotes Etilize Integration Quotation PDFs Quotation Status Viewing Quotes […]
A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman
Please refer to the attached PDF. If you are viewing this article on our website please navigate to A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman on our self-service portal to obtain the PDF.