Navigation Buttons that Link to a Custom URL

In this guide we will cover: – Creating a Custom URL Navigation Button – Setting the Button – Opening in a New Tab Within Halo, you can use custom tabs with external websites attached, that can be stored in the main navigation menu on the left hand side of your Halo screen. Creating a Custom […]

Password Custom Fields and Storing Passwords for Customers

Custom tables allow you to store protected passwords for your customers, users and agents for different applications and services. This is a useful way of keeping track of your clients' important details while keeping them secure in Halo's encrypted database. Configuration of Password Custom Fields A Custom Field can be created under the Configuration > […]

Custom Fields

In this guide we will cover: – What are custom fields? – Creating a new Custom Field – Displaying Custom Fields  – Setting Validation for date fields – Access Control – Using Variables in Custom Fields Admin Guides: Custom Fields What are custom fields? Custom fields can be used to collect and store additional information […]

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 in Halo, including:  Tickets Customers Locations Users Assets Contracts Actions Items Suppliers Supplier Contracts Agents Organisations This guide will take you through […]

Dynamic SQL Lookup Fields – Customer Specific Lookup

In this guide we will cover: – How to complete custom specific lookups for dynamic fields If you are looking to create customer specific lookups (such as a lookup of a customer’s sites) you can use the $-userid field in the dynamic SQL query. If you structure the query in a certain way this will […]

Dynamic SQL – Custom Fields

Using Dynamic SQL on custom fields and how it can elevate your performance. How It Works Dynamic SQL custom fields, unlike static lists, generate data from the database and auto-populates the selection choices in each field.  These SQL scripts require an 'ID' and a 'Display' field. Every entity within your Halo instance will have two […]

Lookups

In this guide we will cover: – What is a lookup? – How to create a lookup What are Lookups? Lookups use SQL scripts to populate fields with information that already exists in your database. For example you could have user's contact details fields populate automatically on a ticket once their first and last name […]