NHServer Deprecation User Guide

NHServer information The NHServer application runs in the background in both Halo’s hosted infrastructure (for hosted customers), and on customers own prem via a scheduled task (On-Prem instances). NHServer starts up, does a single NHServer Scan for a single customer and then shuts down. On a single scan, the main tasks NHServer fulfills are as […]

Internal Conversations

Overview an implementation of the internal conversations functionality Related guides Actions Altering Ticket Types Internal discussion on customer/user facing tickets can sometimes cause confusion and make a ticket difficult to track and follow (it usually leads to the ticket being reassigned back and forth between agents with notes added each time). Halo addresses this issue […]

Pre-Pay

This guide outlines how to apply pre-pay at the client level and globally within Halo. Related articles: Invoicing in Halo Halo provides the option to allocate Pre-Pay time against your end-users, with the option of time logged against them used from a bank of 'Pre-Pay' time.  Against each client you will find the 'Pre-Pay' tab: […]

SMS Set Up

A guide on implementing SMS functionality Halo is compatible with select third party email-to-SMS services which allows Halo to send emails to the SMS provider. To set this up, please see the below: 1) Go in to Configuration>Email and scroll down to SMS Settings2) Here you will need to fill in the domain of your […]

Sales Orders

This guide outlines the core features of the Sales Orders area. It is possible to create sales orders for your end-users to track purchases they have made. Sales orders can be created as stand-alone orders, or as part of an existing request. To enable the sales orders area please head to the configuration module and […]

Navigating the Software

Explaining the ticket screen. Related Articles: Filter Profiles Views and column profiles The below image is your global ticket view, for any screen you have that contains tickets (be it opportunities, sales, ticket, projects or otherwise) it will look similar to this. There are many elements that can be hidden by agent, team or role. […]

The Asset Catalogue

A complete guide to linking assets to tickets and users, viewing and exploring your asset catalogue. Related Articles: Asset management. Managing your Users. Clients and Sites. Viewing your Asset Catalogue Heading to the Assets page will bring up the full list of assets. These are filtered by type and group. Some examples of asset types […]

Custom Table Examples

How to add and change custom tables. Related Articles: Clients and Customers Custom Fields Ticket Types Creating a form     Custom tables can be used to store tabular data against various different entities, including:  Tickets Customers Locations Users Assets Contracts Actions Items Suppliers Supplier Contracts Agents Organisations This guide will take you through the process […]

Customer, Site and User Records

In this guide we will cover: – Customers Area – Creating a New Customer – Changing Tab Layouts – Tabs Against Customer/Sites/Users – Customer Lists Admin Guides: General Settings (Users) Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Billing Rules (Formerly Billing Plan Combinations)    Creating an Agreement/Recurring Invoice for a customer  Creating Quotations  Document Management […]

Emailing Users

In this guide we will cover: – Creating an Email User Action – Using the Email User Action – Standalone Emails – Standalone Emails – Replying to a Specific Action Admin Guides: Actions Email (General Settings)  General Settings (Tickets) Related Guides: Actions $-Variables (Dollar Sign Variables) Creating an Email User Action It is likely your […]