Progressive Web Application

In this guide we will cover:– What is the Progressive Web Application – Agent Application Progressive Web App  – Portal Web Progressive App (v2.218+) What is the Progressive Web Application The progressive web app allows you to install Halo on your desktop for easy access. Opening the app will take you straight to your Halo, […]

Customer Areas

In this guide we will cover: – What are Customer Areas? – Creating a Customer Area – Restricting Customer Areas – Hiding the Default Customer Area Admin Guides: Areas Related Guides: Customer, Site and User Records  Ticket/Client Areas What are Customer Areas? Customer areas behave in a similar way to ticket areas as a customised, […]

Introduction to HaloITSM

In this guide we will cover: – The basics of each part of HaloITSM along with the appropriate terminologies Admin Guides: Actions Agents Custom Fields  General Settings (Asset Management) General Settings (Tickets) Items & Stock Control Self Service Portal Services Service Level Agreements Statuses Views Related Guides: Actions  AI Report Builder Customer, Site and User Records […]

PDF Templates

In this guide we will cover: – What are PDF Templates in Halo? – How to Customise your PDF templates – Who can configure PDF Templates? – XML Ticket Templates What are PDF Templates in Halo? PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to […]

Using and Editing the Tile View

             In this guide we will cover: – Using Tile View – Setting Tile View as Default – Editing Tile View Associated Admin Guides: Views Related Guides: Ticket Views  Tile and Kanban HTML $ Variables Using Tile View "Tile View" is an alternate view for a ticket screen and can be used to present more […]

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 […]

Custom Table Import via Email and CSV – Scheduled Imports

OverviewThis guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The process allows you to update custom tables by simply emailing CSV files to your Halo instance. Prerequisites Access to Halo configuration settings A custom table already created in Halo CSV file with data matching the […]

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 […]

Customising your Ticket View

How to change your view of the tickets using columns, lists and views. Related Articles: Agents, Teams and Roles Configuring Views  Statuses The ticket screen explained   There are a variety of ways in which it is possible to customise your own view of tickets. Changing View First, click into a ticket area (e.g. Incidents). […]

Web Announcement

In this guide we will cover: – What are Web Announcements? – Setting an End Date – Overrides – Visibility  – Permissions What are Web Announcements? Web announcements are messages that are displayed to all users on the End-User Portal. They can be set as seen below. Fig 1. Web Announcement option. Setting an End […]