Setting Up Datagate
Other
Customer Setup
- How to synchronize Customers and Sites with HaloPSA
- How to create Pro Rata charges for mid-month quantity adjustments
- How to Add and Edit Product Templates
- What is Global Service Items?
- How to Add and Edit Customer Service Items
- How to Assign Rate Cards and Pricebooks
Setting Up Rate Cards / Pricebook
Portal Settings
- How to Change Invoice Numbering
- How to Change Your Password
- How to configure HaloPSA integration
- How to Customize the Customer Portal
- How to Enable Extra Fields
- How to enable Two-Factor Authentication (2FA)