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HaloPSA

HaloPSA

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HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Getting Started


Setting Up HaloPSA (9)

  • Call Management in Halo
  • Creating Agents and Editing Agent Details
  • Departments, Teams and Roles
  • Importing Data
  • Organisation Basics
  • Organising Teams of Agents
  • Step-by-Step Configuration Walk Through
  • Suppliers
  • Syncing Exchange Calendars

Basic Configuration (8)

  • Application Colour and Theme
  • Configuring Agent Views
  • Configuring PDF Templates
  • Custom Fields - Adding to Your Records
  • Customising your Ticket View
  • Self-Service Portal Customisation
  • The Service Catalogue
  • Using and Editing the Tile View

Email Configuration (9)

  • Adding a New Mailbox
  • Agent Forwarding and Email Updates
  • Azure Mail Setup
  • Canned Text
  • Email Rules
  • End-User Closure Confirmation
  • Forwarding an Action
  • Notification Types
  • Variables in Email Templates

ITIL Processes


Incident Management (9)

  • Altering Ticket Types
  • Creating a Form
  • Creating and Using Quick Actions
  • Incident Management
  • Modifying and Adding Workflows
  • Scheduled Tickets
  • Ticket Templates Explained
  • Viewing a Client's Tickets
  • Viewing a Site's Tickets

Problem Management (2)

  • Problem Management
  • Service Status Monitoring

Change Management (2)

  • Approval Processes
  • Change Management

Admin Guides


Agent Configuration (2)

  • Agent Permission Settings
  • Configuring Agent Roles

Service Level Agreements (2)

  • SLAs and Priorities
  • Workdays and Working Hours

Knowledge Base (2)

  • Problem/Resolution Finder
  • Using your Knowledge Base

Asset Management (4)

  • Asset Management
  • Custom Buttons
  • Linking Assets
  • Software Licensing

Developers (2)

  • Allowing your Portal to be Externally Accessible
  • Connecting Through the API
  • SQL Schema

Project Management (1)

  • Project Management in Halo

Agent Guides


  • Calendar and Appointments
  • Configuring PDF Templates
  • Contracts
  • Custom Tables
  • Customer, Site and User Records
  • Emailing Users
  • Internal Conversations
  • Invoicing in Halo
  • Manually Creating a Ticket
  • Navigating the Software
  • Notifications
  • Parent and Child Tickets
  • Pre-Pay
  • Purchase Orders
  • Quotations
  • Sales Orders
  • The Asset Catalogue
  • Time Management in Halo
  • Using Dollar Variables in Actions

Additional Guides


Integrations (36)

  • Active Directory Integration (LDAP)
  • ADFS Integration
  • AnyDesk Integration
  • Azure Active Directory Integration
  • Azure Automation Integration
  • Azure DevOps Integration
  • Beyond Trust Integration
  • Centrify Integration
  • ConnectWise Automate Integration
  • Datto RMM Integration
  • Dynamics 365 Business Central Integration
  • Dynamics 365 CRM Integration
  • Facebook Integration
  • Google Calendar Integration
  • Google Workplace Integration
  • Halo Integrator
  • Intune Integration
  • Jira Integration
  • Lansweeper Integration
  • LogMeIn Rescue Integration
  • Microsoft Teams Integration
  • Ninja RMM Integration
  • Okta Integration
  • PagerDuty Integration
  • PowerShell Integration
  • QuickBooks Online Integration
  • Sage 200 Integration
  • Salesforce Integration
  • SCCM Integration
  • Slack Integration
  • SolarWinds N-Central Integration
  • SolarWinds RMM Integration
  • SolarWinds Take Control Integration
  • Splunk Integration
  • TeamViewer Integration
  • Xero Integration

Reporting (6)

  • A Quick Guide to Scheduling Reports
  • Charts and Graphs in Reports
  • Getting the Most From Your Dashboard
  • Keeping Track of Feedback
  • Reports and Scheduling
  • The Report Screen Explained

Language (1)

  • Languages in Halo

FAQs


  • Action Button Configuration
  • Annotating Images in Actions
  • Creating Tickets Via Email
  • Followers and Following Tickets
  • Linking a Ticket to a Parent Ticket
  • Linking Child Tickets to a Parent Ticket
  • Merging Tickets
  • Missing or Deleted Tickets
  • My Account
  • Search Tools in Halo
  • Statuses
  • Terminology
  • The Activity Feed
  • Ticket Areas
  • Understanding Halo Web-App Software Releases
  • Upgrading Halo
  • Upgrading to Version 2
  • Using "Drag and Drop"

Security


  • Multi Factor Authentication

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HaloPSA

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Key Features

  • Service Desk
  • Sales CRM
  • Billable Time Tracking
  • Reporting
  • Contract Management
  • Billing
  • Stock Management
  • Project Management

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