Importing Data
In this guide we will cover: – Spreadsheet templates for imports – How to complete an import – Importing Data to Specific Fields – Finding Errors When Importing Spreadsheet templates for imports How to import data into the relevant areas of your system. Importing data via a spreadsheet allows you to create […]
Searching Entities
In this guide we will cover: – Global Searching – Entity Specific Searching – Searchable Parameters per Entity – Filter and Sort Results – Self-Service Portal Searching – Advanced Searching – Searching Configuration Settings Global Searching When looking for something in your instance the global search bar can be utilised to quickly find the specific […]
Changing your Halo URL
This article outlines the procedure to follow when you are looking to change your Halo Agent Application, or Self-Service Portal URL. When you first get a trial of Halo, your URL will be a subdomain of one of our core product domains (https://MyCompany.Halo.com, for example). However, this can be changed to use your own domain […]