Sites

In this guide we will cover: – What are Sites in Halo? – Importing Sites – Email Domain Name Matching What are Sites in Halo? Sites are usually used to represent the different physical locations a customer may have. Using HaloPSA as an example you would have the Client first, then the 3 different locations […]

Top Levels

In this guide we will cover:  – Enabling Top Levels – Creating a Top Level – Importing Top Levels – Ticket Lists Filter – Notifications Criteria – Knowledge Base Access – Calendar Filter – Column Profiles – Assigning Tickets to Other Customers in the Top Level – Setting as Default View – Showing Top Level […]

Managing Multiple End User Portals

In this guide we will cover: – How to have a second end user portal set up – Customise the Branding of each portal – Customise Portal CSS – Customise Portal Language  – Setting Portal Access – Distributing portal URLs using $-Variables – Restricting Portal Button Access – Restricting Portal FAQ list access – Restricting […]

Sort Client Level Tickets Tab by Ticket Area

In this guide we will cover: – Sorting Client Level Tickets Tab by Ticket Area Sorting Client Level Tickets Tab by Ticket Area The setting 'Split Tickets tabs into Ticket areas' in Tickets > General Settings replaces the tickets tab ,when viewing customers, sites, users, assets, and services, with tabs for each configured ticket area. […]

Customers and Importing/Migrating Data

In this guide we will cover: – Customer records – Creating a New Customer – Importing Customers Customer Records This screen provides an overview of your customer records. Customers are the organisations/companies that you support and maintain services for. From here you can search your existing customer records or create new ones. You can also […]

Document Management for Customers, Sites and Users

In this guide we will cover: – How documents can be managed under customer, site and user profiles – Additional Functionality Document Versions Have users upload documents in the portal Note: This differs to managing documents within the documents module, this guide below requires configuring the document management module. For information on this see our […]

Pop-Up Notes For Customers & Contacts

It's possible to add pop-up notes against customers or contact records in Halo. This means that whenever a ticket associated to that customer/contact is loaded, the pop-up note shows to all agents.  To set-up a pop-up note, navigate to the following settings: Customers: Customers > *select customer* > settings > pop-up notes. Contacts: Contacts > […]

Microsoft Entra ID: Single Sign On (B2B)

In this guide we will cover: – SSO for Entra ID – SSO for CSP – Remembering Agent/User Logins – Bypass 2FA with SSO Related Guides: Microsoft CSP Integration  Microsoft Entra Integration (Formerly: Azure Active Directory) Single Sign-On (B2C) What is B2B Single Sign-On (SSO)?  Single Sign-On via a B2B connection allows your agents and […]

Ticket/Client Areas

In this guide we will cover: – What Ticket Areas are – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Override the Screen Layout Profile Per Customer – Split Customer Level Tickets Tab Per Ticket Area – Option to Pin the Details Tab to the […]

Search Tools in Halo

Using the search pane and the quick search box. Related articles: Custom Fields Adding Users Your Ticket Screen There are multiple search tools within Halo. Firstly, the filter pane quick search box (1). Secondly, the search pane accessible in the top banner (2). Quick Search Box Typing a ticket ID number in this search box […]