Halo Asset Discovery (Lansweeper Cloud)
This guide explains how to connect Lansweeper's Web Application with Halo's Asset Discovery integration. While demonstrated in trial instances, the setup for a connection between two production instances follows identical steps. Requirements: Purchase of Halo Asset Discovery via an agreement between your organization and Halo Service Solutions or a previous purchase of Lansweeper. Lansweeper's Hosted […]
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
A guide to linking assets to tickets, users, sites and other assets. Related Articles: Asset Management Assets – The Basics In this lesson we will cover: – How to Link an Asset to a Ticket – How to Link an Asset to a User or a Site – How to Link to a User/Parent/Child Asset […]
Asset Management
Asset groups, types and fields. Related Articles: Custom Fields Asset Catalogue 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 Types Asset Fields Fig 1. The Asset Configuration Area in the View Panel Taking each one in […]
Asset Import – CSV/XLS/Spreadsheet Method
In this lesson we will cover: – How to Import Assets using CSV/XLS/Spreadsheet Method – Importing Asset fields and Custom Asset fields – Finding Errors When Importing Associated Administrator Guide: General Settings – Assets How to Import Assets using CSV/XLS/Spreadsheet Method This guide covers how to import assets using the Assets Sample Spreadsheet. This spreadsheet […]
Asset Resource Booking
Activate the Resource Booking module from Config > Asset Management. This will open up a new tab on the Asset Type details screen for resource booking, which will allow you to activate resource booking for an Asset type and contains all settings relevant to resource booking. Resource booking hours will allow you to choose a […]
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 in Halo 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 in Halo. Enabling Stock Tracking To enable stock tracking you will […]
