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.
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. […]
Country/Region Codes
Configuration > Users > Country/Region Codes Main View (List) Field Type Description Name Header Name of the Country Code. Alpha-2 Code Header The (usually) two-character code for representing this Country. Alpha-3 Code Header The (usually) three-character code for representing this Country. Numeric Code Header The number code (this can be any length and can include […]
Customer Relationships
To setup customer relationships you must add to the "Relationships" multi-select option which appears on the details tab of a customer. Any pre-configured relationships that are in this list, will be configured from: configuration > users > user relationships. Keep the entity of type "Customer Relationships" when adding them. Guide Relationship Setup Options Field Type […]
Site Fields
Configuration > Users > Site Fields Main Screen (List) Field Type Description Type Single Select This will present a choice between the lists of fields that you can view; Sites or Asset. Name Header The name of the Customer Type Top Bar Field Type Description Edit Button Allows the ability to edit the details of […]
Users General Settings
Configuration > Users > General Settings Field Type Description Label for the Customer/Site/User management area Free Text Determines the name/label for the 'Customers' module, presented on the main navigation menu. Show an additional level ("Top Level") for grouping Customers. Checkbox When checked, customers may be placed into groups called 'Top Levels' (similar to how sites […]
Site Contact Types
Configuration > Users > Site Contact Types Site Contact Type Details Field Type Description Name Free Text The name of the Site Contact Type which will display in lists and details tabs.