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 […]

PopUp Notes For Customers & Contacts

In this guide we will cover: – What are Popup notes? – How to create Popup notes What are Popup notes? It's possible to add popup notes against customers or contact records. This means that whenever a ticket associated to that customer/contact is loaded, the pop-up note shows to all agents. Pop-up notes can be […]

Microsoft Entra ID: Single Sign On (B2B)

In this guide we will cover: – Introduction – Configuration Options – App Registration Configuration – Halo Configuration – Grant Consent for the Application – Configure Additional SSO Behaviour  Related Guides: Microsoft CSP Integration  Microsoft Entra Integration (Formerly: Azure Active Directory) Single Sign-On (B2C) Introduction What is B2B Single Sign-On (SSO)?  Single Sign-On via a B2B […]

Ticket/Client Areas

In this guide we will cover: – What are Ticket Areas? – 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 […]

Delinea (Formerly Centrify) Integration

In this guide we will cover: – What is the Delinea Integration? – Centrify Configuration – Halo Configuration – Advanced Features What is the Delinea Integration? Halo’s integration with Delinea provides you with a single sign-on (SSO) solution for your end users and admins, allowing them to authenticate into Halo via Delinea. Centrify Configuration The […]

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 […]

Using CRM Notes

In this guide we will cover: – Using the CRM Note Functionality – Customising CRM notes – Creating CRM Notes from a Ticket – Using the "Next Call Date" Field to Create Automated Tickets – Reporting – Worked Example – Use AI to Generate CRM Notes The CRM note functionality allows you to track and […]

Google Workspace Integration

In this guide we will cover: – What is the Google Workspace Integration? – Configuring Google Workspace – Site/Agent Mappings – Advanced Mappings – New User Onboarding Ticket Creation – Licence Management – Importing Agents and Users – Asset Imports – Additional setup needed to import customer and subscription data – Halo Integrator – Google […]

Azure Deltas

In this guide we will cover: – What is an Azure Delta? – What are the benefits of using Azure Deltas? – How does enabling Azure Deltas impact the functionality of Microsoft Entra ID/CSP? – How to enable Azure Deltas? – What to consider when enabling Azure Deltas? – Using Azure Deltas with the Intune […]

Microsoft CSP Integration

In this guide we will cover: – What is the Microsoft CSP integration? – Configuring CSP – Partner Centre Connection (Single Tenant App Registration) – Authorizing Connection in Halo – GDAP Connection (Multi-Tenanted App Registration) – Tenants – Licenses & Subscriptions – Users   – Assets – Halo Integrator – Subscription Management – Single Sign-On (SSO) […]