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 Using Tile View "Tile View" is an alternate view for a ticket screen and can be used to present more readable or just more data than […]
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
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 lesson we will cover: – What are custom fields? – Creating a new Custom Field – Displaying Custom Fields – Setting Validation for date fields Associated Admin Guide: Custom Fields What are custom fields? Custom fields can be used to collect and store additional information in any area of your Halo. In the […]
Customising your Ticket View
How to change your view of the tickets in Halo 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 in Halo. Changing View First, click into a ticket […]
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 […]
Configuring PDF Templates
Guide to using HTML PDF templates This guide details the function of PDF templates as well as editing the default PDF templates and the creation of custom PDF templates. PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to be exported in a document-friendly format for […]
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. Web Portal URL Your portal URL will be […]
