Embedding A Form Onto Your Website

Using the web-widget feature on HaloCRM to your website.  The web widget functionality can be used to embed any HaloCRM form onto your website.  If you're wanting to do this, simply head to the Configuration > Channels > Web Widget. From here, you'll be presented with a pre-written block of code as seen below: You […]

Ticket Dashboards

In this guide we will cover: – Overview and Benefits – Creating your Dashboards – Creating Widgets – Dashboard Configuration Overview and Benefits Ticket Dashboards are an alternative way to view your ticket lists and various other important areas of Halo, such as custom tables and in-depth details of tickets. Ticket dashboards are like global […]

Upgrading to Version 2

This guide details how to upgrade your web-app from version 1 to version 2. Version 2 requires an upgrade from .Net Core 2.0 to .Net Core 3.1. It also switches from Out of Process hosting (Kestrel Server) to In Process hosting (IIS). Follow these steps to upgrade the application from versions older than 2.x to […]

Annotating Images in Actions

How to annotate an image within a rich text field. Adding captions to images can be a great way of creating an easy-to-understand response or resolution for an end-user. This is available in all rich text boxes. Adding a Caption Add the image to your email by copy/pasting inline with the text or dragging into […]

Leveraging AI in Halo

Overview This knowledge base article is designed to help users harness the full potential of artificial intelligence (AI) within Halo. Whether you are new to AI or looking to optimize your current use, this guide provides essential tips, best practices, and insights to enhance your experience and achieve superior results. What You Will Learn Understanding […]

Terminology

A rundown of ITIL and Halo Terminology. A quick guide to Halo terminology, to help understand what we offer in our product. After each Halo term, we offer others you may be more familiar with, and/or explanations, which this area would be used for. Tickets – Requests, jobs, calls, work orders, records, dockets, Unique Reference […]

Date Format

Halo is displaying in the wrong date format for the region you are in. For example, it is displaying the dates as MM/DD/YYYY when based in the UK. In this guide we will cover: – How to set how date format displays How to set how date format displays Halo uses your browser's time zone […]

NHServer Deprecation User Guide

NHServer information The NHServer application runs in the background in both Halo’s hosted infrastructure (for hosted customers), and on customers own prem via a scheduled task (On-Prem instances). NHServer starts up, does a single NHServer Scan for a single customer and then shuts down. On a single scan, the main tasks NHServer fulfills are as […]

Importing Additional Fields via CSV

In this guide we will cover: – How to find the API Name of a field – Worked Example – Including the Reference in Client Imports Halo provides a series of example import sheets that can be used to import your data from a spreadsheet. However, you may find the need to import/bulk update extra […]

Automated Tickets

In this guide we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Admin Guides: Automated Tickets Related Guides: Automated Tickets – Next Call Date What are Automated Tickets used for? Automated Tickets are created with the purpose of prompting relevant Agents of events such as: Agreements commencing/expiring. Customers Next call […]