Statistics Tables

In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting What is a Statistics Table? Statistics tables are type of Custom Table which allow you to take a snapshot of data based on a query which is […]

Custom Tables

In this guide we will cover: – What are Custom Tables? – Creating Custom Tables – Displaying Custom Tables – Custom Fields on Custom Tables – Auditing Custom Tables – Access Control Admin Guides: Custom Tables What are Custom Tables? Custom tables allow you to store information against various entities in table format, this can […]

Custom Table Import via Email and CSV – Scheduled Imports

In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The […]

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 […]