Departments and Teams
In this guide we will cover: – How to create a new Department and Team in Halo Associated Admin Guides Departments Teams Creating a new Department and Team To access Departments & Teams in Halo, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and […]
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 The best place to start before completing any imports, […]
Creating Agents and Editing Agent Details
Instructions on modifying Agents Related Articles: Departments, Teams and Roles Permissions Areas To create a new agent manually, head to Configuration > Teams and Agents > Agents and press "New". Alternatively you can allow agents to create their own accounts using the Invite button and filling in the popup. When creating your […]
Call Management in Halo
In this guide we will cover: – What is Call Management Used for? – Logging a Call Manually – Adding and Creating Scripts – Integrating with Calling Software Associated Administrator Guides: General Settings Call Scripts What is Call Management Used for? Primarily this feature is used when you have Agents answering the […]
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 premises via a scheduled task (on-premise 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 […]
Creating a New Application for API Connections
In this guide we will cover: – API Details – Application Configuration Related Guides: Halo Integrator This guide outlines the configuration of Halo applications which can be used to connect applications to your instance of Halo via the API. API Details Navigate to Configuration > Integrations > Halo API to see the related configuration page. […]
Organisation Basics
How to configure your basic organisation features within Halo. To setup your organisation, you must go to the configuration console and select the "Organisation" module: You will see the option here to enable multi-tenancy, but to start with we'll just use a single organisation. Click 'Configure My Organisation' to access the details. The first section […]
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 […]
Asset Import – CSV/XLS/Spreadsheet Method
In this guide we will cover: – How to Import Assets using CSV/XLS/Spreadsheet Method – Importing Asset fields and Custom Asset fields – Finding Errors When Importing Associated Administrator Guide: General Settings – Assets How to Import Assets using CSV/XLS/Spreadsheet Method This guide covers how to import assets using the Assets Sample Spreadsheet. This spreadsheet […]
