HaloPSA Clients

What problem does it solve?

This Skill streamlines the management of client relationships within HaloPSA, automating the creation, updating, and searching of client records, sites, and contacts.

Core Features & Use Cases

• Client Management: Create, update, and search for client organizations.
• Site & Location Management: Add and manage physical locations associated with clients.
• Contact Management: Onboard and manage individual contacts within client organizations.
• Hierarchy Setup: Establish parent-child relationships between clients for complex organizational structures.
• Use Case: Quickly onboard a new client by creating their record, adding their primary site and key contact person, and setting up their initial service contract.

Quick Start

Use the HaloPSA clients skill to create a new client named 'Example Corp' with the email 'contact@example.com'.