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 […]
Step-by-Step Configuration Walk Through
In this guide we will cover: – Clearing Trial Data – Language – Organisations – Agents – Teams – Customers, Sites and Users – Emails – Email Templates – Ticket Areas – Ticket Views – Ticket Types – Service Level Agreements (SLAs) – Self-Service Portal (SSP) – Assets – Notifications – Reporting Admin Guides: Agents […]
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 […]
Multiple New Portals with different branding for one customer [Hosted]
This outlines how to set up one customer to have multiple new web portals for Hosted Customers This should be requested by yourself with our Support Team, your Customer Success Manager or the Consultant currently Implementing the system. Steps required are outlined below; Provide us with a certificate for the URLs required if these do […]
Organising Teams of Agents
Teams and their use Related Articles: Ticket Templates Assigning tickets on receipt Column profiles and view customisation Teams and their use Halo Teams; a way to introduce a division of labour or divide up the specialised knowledge to speed up the solutions to your customers or internal problems. Out of the box […]
Halo Integrator
In this guide we will cover: – What is the Halo Integrator? – Do I need to Host my own Integrator? – Types of Halo Integrator – Hosted Halo Integrator – Locally Hosted Integrator – DB Halo Integrator – Configuring Halo Integrator Agent Error Notifications – Hosted Halo Integrator only What is the Halo Integrator? […]