Live Chat in Halo

In this guide we will cover: – What is Live Chat in Halo? – Starting Live chat – The Chat Area – Translating Live Chat – Waiting for Live Chat Agents  – Abandoned Live Chats – Reporting on Live Chat – Allowing Attachments in the Live Chat – Virtual Agents – Triggering Webhooks From Chat Admin […]

Licences/Subscriptions Overview

In this guide we will cover: – The Difference Between Licences and Subscriptions – Adding Licences/Subscriptions to Customers – Linking Licences/Subscriptions to Assets – Assigning Licences/Subscriptions to Users – Automatic Billing Quantities  – Viewing Change History – Adding Attachments – Handling Licence & Subscription End Dates Related Guides: Custom SQL Query for Licence/Subscription Count on […]

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 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 are […]

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 – Adding Summaries to Report PDFs AI 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 or added […]

Multi-Currency

In this guide we will cover: – What is Multi-Currency? – Setting up multi-currency  – Updating conversion rates automatically – Have Invoices Inherit the Conversion rate from the Sales Order or Recurring Invoice – Determine what currency will be used (currency overrides)  – Viewing currency conversions on quotes/orders/invoices – Purchase Currency – Sales Currency – […]

Linking Products to Assets

In this guide we will cover: – Setting a Linked Asset Type for Serialised Assets – Setting a Default product for an Asset type – 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 […]

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 – Email identification 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 […]