Nagios XI Integration
In this guide we will cover: – What is the Nagios XI Integration? – Connecting to Nagios XI – Receiving Alerts What is the Nagios XI Integration? Nagios XI can be integrated with Halo to create tickets for alerts sent from Nagios XI, matching these to assets to provide easy to digest information on the […]
Optimising Reports to Improve Efficiency
In this guide we will cover: – Selective Data Retrieval – Join Recommendations – Subquery Alternatives – Minimising Use of Wildcard Characters Larger or more complex reports can potentially have slower loading times. This guide outlines a few key points to consider when writing reports to help combat this. Selective Data Retrieval Using a SELECT […]
Redacting Card and Social Security Numbers (SSN)
In this guide we will cover: – Redacting Card Numbers – Redacting Social Security Numbers (v2.206.1+) – Context Aware Redaction Rules (v2.206.1+) Card numbers and Social Security Numbers (SSN) can be redacted from new tickets or actions, either partially or wholly. Redacting Card Numbers In Configuration > Users > General Settings > Data Compliance Settings, […]
Update to SAML Validation
In version 2.196.58 and above, additional validation has been added to the SAML integration to only allow login requests that have been sent to the assertion endpoint configured in the SAML integration in Halo. This additional validation will be effective from 01/08/2025. If the assertion endpoint configured in your IdP does not match the endpoint […]
Google reCAPTCHA Integration
In this guide we will cover: – What is the Google reCAPTCHA Integration? – Connecting to reCAPTCHA – Adding to Anonymous Ticket Logging – Adding to Feedback Forms Related Guides: Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL One-Click Feedback What is the Google reCAPTCHA Integration? […]
Mail Campaigns and Distribution Lists
In this guide we will cover: – What are Distribution Lists? – What are Mail Campaigns? – How They Work Together – Creating a Mail Campaign – Sending Emails Distribution lists and mail campaigns work in tandem to send email campaigns to a list of contacts. In this guide, we will go over what both […]
Email Templates and their System Use – A Basic Walkthrough
In this guide we will cover: – Navigating to Email Templates – When Email Templates are Used Admin Guides: Email Templates Related Guides: Canned Text vs Email Templates: What's The Difference? Setting Up Email Templates Note: This guide covers the base templates that are most commonly used to reference as a starting point. For a […]
Entity Relationships
In this guide we will cover: – Various entities in HaloCRM and how they relate to each other Related Guides: Creating A Knowledge Base To Reduce Enquires Navigating The Customers/Contacts Modules Ticket Statuses Using SLAs and Priorities On Halo This guide will cover how different entities within Halo are linked and work together. However, there […]
Introduction to HaloCRM
In this guide we will cover: – The basics of each part of HaloCRM along with the appropriate terminologies Admin Guides: Actions Agents General Settings (Asset Management) General Settings (Tickets) Self Service Portal Related Guides: Action Button Configuration AI Report Builder Customising Your Self-Service Portal Organisation Basics Reports and Scheduling Report Builder Ticket Statuses This guide […]
Automatic HTML Additions to Reporting
In this guide we will cover: – Example of Automatic Additions – List of Column Names Automatic HTML additions can be added to reports to apply hyperlinks within certain columns. Example of Automatic Additions Halo supports the addition of hyperlinks on rows without the need for writing custom HTML for the report. The links are […]