Halo Tab Customisation
In this guide we will cover: – Enabling Multiple Tab Functionality – Open in a New Tab – Using Multiple Tabs Note: The following functionality is available as of v2.186.1+. The multiple tab functionality makes it easy to seamlessly switch between different areas of your instance without losing your place, and keeps important tabs open […]
Customising the Agent Application
In this guide we will cover: – Switching to the New UI – Tickets General Configuration – Ticket Type Configuration – Action Configuration – SLA Configuration – Agent Configuration – Custom Tables Configuration – Dashboard Configuration – Advanced Settings Configuration Admin Guides: Actions Advanced Settings Agents Dashboards Service Level Agreements Ticket Types Related Guides: Altering […]
Configuring Agent Views
How to edit the Views, Lists, Filter and Columns profiles. Related articles: Tile View Changing your ticket view Halo agents can change their ticket views in a variety of ways. This is done by employing the use of lists, column profiles and filter profiles. There are edited in the "Views" section of the configuration console […]
Step-by-Step Configuration Walk Through
In this guide we will cover: – Clearing Trial Data – Language – Organisations – Agents – Teams – Customers, Sites and Users – Emails – Email Templates – Ticket Areas – Ticket Views – Ticket Types – Service Level Agreements (SLAs) – Self-Service Portal (SSP) – Assets – Notifications – Reporting Admin Guides: Agents […]
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 […]
Report Colour Palette Based on Brand Colour
In this guide we will cover: – Changing Report Colour Palette from Application Colour Changing Report Colour Palette from Application Colour You can change the Report Chart Default Colour Palette in Configuration > Reporting > General Settings: Fig 1. Report Chart Default Colour Palette in Configuration > Reporting > General Settings By default, this setting […]
Application Colour and Theme
You can customise the colour, logo and page size for your Halo. This can be done globally throughout the system, or you can allow each agent to also change their colour. This gives you a Halo look all of your own! Agent Settings Click on your profile picture in the top right (or initials icon […]
How to change the colour of ‘How can we help you today?’ on the Portal
In order to change the colour of the title in the portal, we have to change the custom CSS in Configuration > Self-Service Portal > *Click into the Custom CSS Button* A modal window will appear which has the editable CSS: Add the below "color" line into the custom CSS for the search title: .portal […]
Languages in Halo
In this guide we will cover: – Changing Language per Agent – Setting a Default Language – Customise Language – Add Translations Shortcut Admin Guides: Language Changing Language per Agent You can change your own language under your agent profile. Go to the top right corner and click your profile picture > My Account > […]
Configuring PDF Templates
Guide to using HTML PDF templates This guide details the function of PDF templates as well as editing the default PDF templates and the creation of custom PDF templates. PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to be exported in a document-friendly format for […]
