SFTP guide – including SSH Key pair generation and Public key transfer
A short guide on generating and using SSH keys for use with Halo SFTP Generating SSH keys Why? To use any Halo SFTP Service you will need to generate an SSH Key pair, the private part of this pair will be retained by you and will act as a password when connecting. The public key […]
Workflows
Configuration > Tickets > Workflows Configuration > Sales > Workflows Related Guides: Workflows Operational Level Agreements Flow Chart Tab – Diagram This screen will display the "Flow Chart" for this workflow. This will detail everything from the start through to the end step(s), and will provide a visual aid to describe how certain processes will […]
Teams
Configuration > Teams & Agents > Teams Related Guides: Teams Details Field Type Description Team Name Free Text Name of team. Department Single Select The department that this team is a member of. Team Leader(s) (Read-Only from Details Tab) Lists the Agents that have been marked as Team Leaders for the given Team. Team leaders […]
Ticket Types
Configuration > Tickets > Ticket Types Related Guides: Altering Ticket Types Table View Field Type Description Sequence Header This is the sequence value of the Ticket Type, and will dictate where it appears in lists. Higher sequences will appear lower on the list. If two or more Lists share the same Sequence value, they will […]
Custom Tables
Configuration > Custom Objects > Custom Tables Related Guides: Custom Tables Details Field Type Description Table name Text The name stored in the database Table label Text The name displayed on the custom table main page Note Text The description of the custom table. Displayed on the list of custom tables. Link to another entity […]