Pulling Report Data into a PDF template

In this guide we will cover: – Adding a Report to a PDF Template – Filtering reports for a specific entity PDF templates are used to apply set formatting to various entities in Halo. The following entities can also have reporting data added to their template: Tickets Quotations Sales Orders Purchase Orders Invoices  Agreements  Assets […]

Additional Agents

In this guide we will cover: – What are Additional Agents?  – Configuring Additional Agents – Updating Additional Agents – Adding Additional Agents to a Column Profile – Notifications – Adding Additional Agents to an Appointment What are Additional Agents?  If there are multiple agents working on a ticket, the agents that are not assigned but […]

Searching Entities

In this guide we will cover: – Global Searching – Entity Specific Searching – Searchable Parameters per Entity – Filter and Sort Results – Self-Service Portal Searching – Advanced Searching – Searching Configuration Settings Global Searching When looking for something in your instance the global search bar can be utilised to quickly find the specific […]

Email Hashtags

In this guide we will cover: – What is an Email Hashtag? – Adding Hashtags to Emails – Available Hashtags What is an Email Hashtag? Email hashtags allow your agents to add certain behaviours when they email in, without having to log in. Adding Hashtags to Emails Email hashtags can be enabled per mailbox in […]

Calendars and Appointments

In this guide we will cover: – Using the Calendar – Viewing Entries in the calendar – Creating Appointments – Appointment creation Screen The calendar module in Halo can be used to view, track and manage agent appointments, holidays, tasks, change requests, projects and scheduled tickets. Agents will each have their own calendar, but can […]

Configuring PDF Templates

Guide to using HTML PDF templates This guide details the function of PDF templates as well as editing the default PDF templates and the creation of custom PDF templates. PDF templates are used when printing or generating PDFs for various entities. This allows those entities to be exported in a document-friendly format for distribution to […]

Parent and Child Tickets

In this guide we will cover: – What are Parent and Child Tickets? – Identifying a Parent or Child Ticket – Linking Tickets Manually – Creating Child Tickets Automatically – Actions between Parent and Child Tickets – Child Ticket Behaviour when Merging Parent Tickets – Adding Child Tickets into the Column Profile Admin Guides: General […]

Add an external agent to Halo and restrict their access

This article will cover how to add an agent to your Halo instance and restrict their access to Halo, this is useful for any external agents who might need to use the system to update tickets for their organisations but shouldn't have access to the wider system as a whole. The first step in this […]