Contracts

How to create customer contracts in Halo. Related Articles: Importing your data Supplier Contracts Assets Client contracts are used to track a specific agreement you have with a customer in regards to the service you provide them. For example, how much you charge the customer per period and what service level agreement (SLA) you work […]

Departments and Teams

                                             In this guide we will cover: – How to create a new Department and Team Admin Guides Departments Teams Creating a new Department and Team To access Departments & Teams, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and click 'Configure My Organisation'. From […]

Adding a Mailbox Without The Use of Azure or Google

Related Articles: Multi Factor Authentication and App Passwords Agent email forwarding        This guide will walk you through the basics of setting up a mailbox in your Service Desk. It is recommended to setup an azure mailbox, using the other guide provided: Azure Mail Link – Azure Mailbox Setup   Mailboxes Out of the box […]

Importing Data

                                                                                                         In this guide we will cover: – Spreadsheet templates for imports – How to complete an import – Importing Data to Specific Fields – Finding Errors When Importing Spreadsheet templates for imports How to import data into the relevant areas of your system. Importing data via a spreadsheet allows you to create […]

Azure Mail Integration (Azure Mailbox Scan Method)

This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information. In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method Note: Incoming mail can take up to 5 minutes to […]

Email Threading

In this guide we will cover: – What is email threading? – Prerequisites for email threading – Enabling email threading – Using email threading- what to expect – Excluding Actions from the thread (v2.184+ ONLY) – Supplier Threads (v2.184+) Admin Guides: Email (General Settings) On versions prior to 2.184 any outgoing emails from a ticket […]

Holiday Management

Configuration > Teams & Agents > Holiday Management Check out the guides for more information on Holiday Management, the same guides can be found on the HaloPSA Academy: Holiday Management HaloPSA Academy – Holiday Management General Settings Field Type Description Agent Status to set when an Agent is on Holiday Single Select Agents will be […]

Chat Profiles

Configuration > Chat > Chat Profiles Guide: Live Chat Functionality/Bot Flow Details Field Type Description Name Free Text This is the name of the Chat Profile as it will appear elsewhere throughout the system. Access Single Select The choice made here will determine which Users are able to use this Chat Profile. You may choose […]

Tax Rates

Configuration>Billing>Tax Rates If Tax Rates are imported from QuickBooks Online, there can be a QuickBooks Online Tax rate and Tax Code associated with the Halo Tax Rate, these are configurable on the imported tax rate within  Configuration > Billing > Tax Rate Field Type Description Name Free Text The name of the Tax Rate, returned […]

Document Management

Configuration > Document Management The document management area may not be visible, make sure you have the right permissions and you have logged out and back into Halo, also make sure that it exists in the screen layout profile (Topic 5 of this Guide) Guide Configuring the Document Management Area Document Management for Customers, Sites […]