Progressive Web Application
In this guide we will cover:– What is the Progressive Web Application – Agent Application Progressive Web App – Portal Web Progressive App 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, meaning […]
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 […]
Custom Table Import via Email and CSV – Scheduled Imports
In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. 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 […]
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 […]
Self-Service Portal Customisation
In this guide we will cover: – Portal Customisation – Setting Portal Access – Home Screen – Tickets on the Portal Portal Customisation The Self-Service Portal can be customised in Configuration > Self-Service Portal. This guide will step you through each of the settings on this screen. These settings are used to change how your […]