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, […]
Searching Entities in Halo
Where different entities can be searched, what one should expect to be returned & related configuration options Entity Specific Searching Within each module in Halo, you will find a 'search bar' in the top LHS or the module in question: This search box will return a filtered list of the module-specific entity, based on your […]
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.HaloPSA.com, for example). However, this can be changed to use your own domain […]
