Getting the Most From Your Dashboard
Below is our example dashboard. This is a great tool for displaying the information your agents need to operate efficiently, giving an overview service desk processes this week/month/year in any given department. We will set you up with a dashboard with the metrics that will assist you in the day-to-day operation of your business. We […]
Missing or Deleted Tickets
In this guide we will cover: – Why can't I access a Ticket? – Recovering Deleted Tickets – Preventing Agents from Deleting Tickets Why can't I access a Ticket? The below screen indicates a ticket that cannot be accessed. Fig 1. Inaccessible Ticket. There are a variety of reasons as to why this may be […]
Statuses
Statuses Statuses are the easiest way to track the whereabouts of a ticket is in its lifetime when open, and being worked on. As with all other parts of the program, Halo offers sensible out-the-box suggestions to be utilised from our years of experience in the help desk software industry. If editing or deleting, remember […]
Action Button Configuration
Actions are a powerful component of Halo, designed for all the ways your employees want to work. Actions allow you to create customisable buttons on your tickets and let you define what happens when you click them. This flexible functionality gives you the ability to mould Halo around your business processes. Action buttons can be […]
LapSafe Integration
In this guide we will cover: – What is the LapSafe Integration? – Enabling the LapSafe Integration – Configuring the Integration – Creating Actions – Using LapSafe in Halo What is the LapSafe Integration? The LapSafe integration can be used to organise locker bays and their corresponding codes for drop-off, collection and swaps. Codes and […]
Recurring Invoice Approvals
In this guide we will cover: – Enabling Recurring Invoice Approvals – Creating an Approval Process – Following the Approval Process Admin Guides: Approval Processes Recurring Invoices Related Guides: Approval Processes Overview Recurring Invoices Enabling Recurring Invoice Approvals In Configuration > Billing > Recurring Invoice Approvals, enable approvals with the "Enable Recurring Invoice Approvals" checkbox, […]
Vorboss Integration
In this guide we will cover: – What is the Vorboss Integration? – Enabling the Integration – Connecting to Vorboss – Using the Integration What is the Vorboss Integration? Vorboss can be integrated with Halo to browse Vorboss services by postcode, and place orders. Enabling the Integration The Vorboss integration can be found in the […]
Project Hierarchies
In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]
Have all Projects created from Sales Orders be created under a Parent Project template
In this guide we will cover: – Default project behaviour – Have all projects created from Sales Orders be created under a Parent Project – Billing when using Sales Order Parent Project Templates Default Project behaviour Projects in Halo can be created automatically from a Sales Order line, for information on how this works and […]
Email Templates and their System Use
In this guide we will cover: – Email templates and when they are used – Variables Admin Guides: Email Templates Related Guides: Email Templates Email templates and when they are used Email templates in Halo are used to create pre-formatted emails. These templates can be found in Configuration > Email > Email Templates. Each template […]