Client "Top Level"

What Is “Top Level” in HaloPSA?

• Definition
  “Top Level” is a custom, extra organizational field in HaloPSA that lets you group Clients however you like.

• How We Use It at DTC
  We combine two pieces of information into every client’s Top Level:

  1. Industry (e.g. “Dental,” “Manufacturing,” “Retail”)
  2. State (the U.S. state where their main site resides, e.g. “PA,” “NY,” “CA”)

• Why It Matters

  • Customer Portal: Uses the Top Level’s “Region” (Industry + State) to drive dynamic, industry-specific content for each client.
  • Tax Rules: HaloPSA’s built-in Tax Rules leverage the State portion of Top Level so that invoices correctly apply each state’s unique sales-tax rules.

How to Set or Update a Client’s Top Level

1. Open the Client Record

   • Find and open the client in HaloPSA.

2. Enter Edit Mode

   • Click Edit (top-left of the client window).

3. Locate the Top Level Field

   • On the right column (usually beside the Activity Feed under Client Details), find the Top Level dropdown.
   • 
   • Tip: Depending on your screen size, this panel may appear above or below the main details.

4. Select the Correct Top Level

   • Click the dropdown and choose the value that matches Industry + State.
   • If the industry portion is already correct, you can scroll to find the entry with the matching State suffix.

5. Example

   • Client: Acme Corp
   • Current Industry: “Dental”
   • Main Site State: Pennsylvania (PA)
   • New Top Level: Dental PA

6. Save Your Changes

   • Click Save (top-left) to persist.
     

After You Set Top Level

• Invoices & Tax
  All new invoices will automatically pull in the correct state’s tax rules, ensuring compliance with each U.S. state’s taxable-item policy.

• Customer Portal Content
  Clients will see dynamic, industry-and-region-specific content based on the Top Level you selected.

Tips & Best Practices

• Standardize “Industry” Names
  Agree on a fixed list (e.g. Dental, Manufacturing) to avoid typos or duplicates.

• Keep Address Data Up to Date
  Always verify the client’s primary address before assigning the State in Top Level.

• Review Tax Rule Coverage
  If you add a new State to your Top Level list, ensure corresponding Tax Rules exist in HaloPSA.

• Train Your Team
  Make sure everyone knows this mapping:

  Industry + State → Top Level

  “Retail” + “NY” → “Retail NY”