Attachment Storage Locations and Endpoints
This article will explain the attachment storage location options and how to target the attachment endpoints in Halo. In this guide we will cover: – Attachment Settings – Client Side Uploads – API Endpoints for Attachments Attachment Settings Halo has now introduced a storage location within the advanced settings module (Configuration > Advanced Settings). This […]
Using Dollar ($) Variables Parameters
Dollar variable parameters allow further control over the output of the dollar variable. These are explained below. Date/Time variables Example – $_DATECLOSED{YYYY-MM-DD HH:mm} Money variables Example – $_INVOICETOTAL{THOUSAND:,|DECIMAL:.} This would output with the specified Thousand and Decimal separators – in this case , and . would be used. String/Text variables Example – $_SUBJECT{MAXLENGTH:100|OVERFLOW:….} This would limit the output […]
Advanced Settings
Configuration > Advanced Settings Field Type Description Application Colour Single Select Determines the default application colour. This will be the colour given to i.e. the navigation bar (which is displayed on the left hand side of Halo) and the configuration modules. Can be overridden per agent via their preferences, if permitted. To change this as […]
Custom Table Import via Email and CSV – Scheduled Imports
OverviewThis guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The process allows you to update custom tables by simply emailing CSV files to your Halo instance. Prerequisites Access to Halo configuration settings A custom table already created in Halo CSV file with data matching the […]
Security & Performance
Configuration > Security & Performance If security and performance does not show on your instance as a module, head to: {yourhalourl.com}/config/security Field Type Description Admin notifications Single Select The choice made here will determine if and where Halo Admins are notified about Security & Performance issues. Required Password Strength Single Select Provides a choice of […]
