Adding Iframes to Custom Tabs

In this guide we will cover: – How to create a custom tab containing an Iframe  – How to display a report in this custom tab, and filter the report Adding an Iframe to a custom tab is used to embed another website into the custom tab. This means you can see/navigate another webpage within […]

Custom Tabs

In this guide we will cover: – The Benefits of using custom tabs – How to create a new custom tab (Worked example) Associated Administrator Guide: Custom Tabs The Benefits of using custom tabs This video By Connor from Renada, goes over the use case of using custom buttons and tabs:     Custom Tabs are […]

Iframe Custom Tabs on Assets

In this guide we will cover: – How to create a new custom tab for an Iframe – How to apply this custom tab to an asset type Using Iframes within custom asset tabs will allow you to view an external site/page from within your asset. Configuring the Custom Tab To add custom tabs to […]

Adding Dashboards to Custom Tabs

In this guide we will cover: – Creating a Custom Tab that displays a Dashboard – Filtering the dashboard to only show data for the customer/user/site it is under Associated Administrator Guide: Custom Tabs The following entities can have a custom tab against them containing a dashboard: Tickets Customers Sites Users Contract Sales Orders  Purchase Orders […]

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 […]