Site Contacts

In this guide we will cover: – Creating a Site Contact – Site Contact Types – Setting Site Contact Access Level – Logging Tickets on Behalf of Others within the Site – Notifications for Site Contacts Admin Guides: Site Contact Types Related Guides: Customer, Site and User Records  Sites Site contacts can be assigned to […]

Supplier Contacts/Users

In this guide we will cover: – Creating Supplier Users – Importing Supplier Users – Logging to Supplier Users – Supplier Portal Access (v2.186.1+) Admin Guides: Suppliers Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Suppliers in Halo Supplier users can be used as contacts of a ticket, and can be given access to tickets they […]

Automating Procurement

In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]

Use AI to analyse Report Data

In this guide we will cover: – Enabling AI Report Analysis – Analysing a Report – Reporting on Summaries AI programs can be used to analyse data contained within reports, and provide a summary that shows at the top of the report. This summary can be reported on as well. Enabling AI Report Analysis (v2.179.1+) […]

Multi-Currency

In this guide we will cover: – What is Multi-Currency in Halo? – Setting up multi-currency  – Updating conversion rates automatically – Determine what currency will be used (currency overrides)  – Viewing currency conversions on quotes/orders/invoices – Syncing invoices to Xero when using multi-currency What is Multi-Currency in Halo? Multi-currency in Halo allows you to […]

Linking Products to Assets

In this guide we will cover: – Setting a Linked Asset Type for Serialised Assets – Creating Serialised Assets Admin Guides: Items & Stock Control Related Guides: Receiving Stock for Serialised Products & Delivering to the Customer Products/items can be linked to serialised assets for sales orders, and after consignment will show against the customer's […]

Agent Access to Services

In this guide we will cover: – Choosing the Restriction Method – Configuring each Restriction Method Admin Guides: Services Related Guides: Access Control  Service Catalogue Whilst administrators can see all services and categories by default (via "Owner" access"), access for non-administrators can be set in a few different ways.  Choosing the Restriction Method Go to […]

Connected Instances

In this guide we will cover: – Creating an Application – Linking a Connected Instance – Creating a Linked Ticket List – Using a Linked Ticket List Connected instances can be used to allow agents from two separate Halo instances to work on the same ticket list. In this example, we are joining a PSA […]

Sensitive Tickets

In this guide we will cover: – What are sensitive tickets? – How to mark a ticket as sensitive – Who can see sensitive tickets? – Reporting on sensitive Tickets What are Sensitive Tickets? Any ticket in Halo can be marked as being 'sensitive', doing this will restrict who can see this ticket, both in […]

Change Advise Boards (CABs)

In this guide we will cover: – Creating a CAB – Importing CAB Members via Entra – Microsoft Teams Notifications – CAB Roles – Adding a CAB to an Approval Process Admin Guides: Approval Processes Related Guides:  Approval Process Approvers Approval Processes Overview Internal Quote Approvals A Change Advise Board is a set group of […]