Halo Asset Discovery (Lansweeper Cloud)
In this guide we will cover: – What is Halo Asset Discovery? – Requirements of the Integration – Connecting to Halo Asset Discovery – Adding Mappings – Optional Configuration – Importing Assets – Connecting to the Halo Integrator What is Halo Asset Discovery? Halo Asset Discovery is the hosted cloud version of Lansweeper, allowing import […]
Custom Buttons
How to add and change custom buttons. Related Articles: Clients and Customers Custom Tables Ticket Types Creating a form Custom Fields – Adding to Your Records Custom buttons can be used to add a host of functionality to various areas in Halo whilst being very simple to configure. You might use custom buttons to: Build […]
Linking Assets
In this guide we will cover: – Linking Assets to a Ticket – Linking Assets to a Site – Linking Asset Relationships – Asset Relationships You can link Assets to Users, Tickets, Sites, or other Parent/Child Assets. You can do all of this in any of the respective areas, for example, it is possible to […]
Asset Management
In this guide we will cover:– Key Asset management elements – Creating Assets via barcode scanning – Merging Assets Related Guides: Custom Fields Asset Catalogue Key Asset Management Elements The "Asset Management" section of the configuration console is the key to effectively sorting and managing your asset. This has 4 sections: General Settings Asset Groups […]
Asset Import – CSV/XLS/Spreadsheet Method
In this guide we will cover: – How to Import Assets using CSV/XLS/Spreadsheet Method – Importing Asset fields and Custom Asset fields – Finding Errors When Importing – Limiting Rows Admin Guides: Asset General Settings How to Import Assets using CSV/XLS/Spreadsheet Method This guide covers how to import assets using the Assets Sample Spreadsheet. This […]
Asset Resource Booking
In this guide we will cover: – Asset Resource Booking Configuration – Ticket Type Configuration Asset Resource Booking Configuration Activate the Resource Booking module in Configuration > Asset Management. Fig 1. Enabling the Module Now head to Configuration > Asset Management > Asset Types, and choose the Asset type you want to allow booking […]
Software Licensing
Guide to enabling and using Software License management in Halo Halo provides the ability to easily manage software licenses among your assets and across all of your customers. Enabling Software Licensing First, head to Configuration > Teams & Agents > Roles > Select your role, e.g. "Administrator" > Permissions, and make sure that you have […]
Stock Control
Stock control is useful for keeping track of where your stock is located, how much is in stock and transferring stock between locations. You are also able to consign stock using Sales Orders, Invoices or when issuing an item on a ticket. Enabling Stock Tracking To enable stock tracking you will need to go to […]