Ticket Volumes and Forecasting

In this guide we will cover: – What is Ticket Forecasting? – Ticket Volume History – Configuring Forecasting – Running Forecasts – Reporting on Forecast Output – Adding Forecasts to Existing Reports Related Guides: Nixtla TimeGPT Integration What is Ticket Forecasting? Ticket Forecasting uses historic Ticket Volume data to allow predictions of future inbound Ticket […]

Google Business Integration

In this guide we will cover: – What is the Google Business Integration? – Setting up the Integration – Import Reviews and Questions – Respond to reviews/questions from Google – Receiving Updates to tickets from Google Business What is the Google Business Integration? The Google Business integration allows you to import responses and reviews received […]

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 […]

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 […]

Using HaloDBLookupService to run custom integration methods on internally facing APIs

In version 2.184+ there is a new connection option for Custom Integrations to connect to internally facing APIs: This connection method allows you to host a proxy application called "HaloDBLookupService" on your own network which can access your internally facing APIs. The Halo API then connects to this Service using requests signed by a common […]