Generating Agreement References

In this guide we will cover: – Auto-Generating Agreement References – Agreement Type Prefixes – Setting Next Contract Reference – Manual Overrides – Generate Agreement Reference Per Client Related Guides: Creating Agreements and Contracts Agreements (Contracts) When creating a new agreement, the reference field is always mandatory as it is the identifier for the agreement […]

Ticket/Action Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Tickets using CSV/XLS/Spreadsheet Method – How to Import Actions using CSV/XLS/Spreadsheet Method – Finding additional fields to Import  – Limiting Rows Configuration Settings Guides: Tickets General Settings How to Import Tickets using CSV/XLS/Spreadsheet Method  This guide covers how to import Tickets using an XLS Template. This […]

Client, Sites & Users Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Clients & Sites using CSV/XLS/Spreadsheet Method – How to Import Users using CSV/XLS/Spreadsheet Method – Finding additional fields to Import  – Limiting Rows Configuration Settings Guides: Users General Settings How to Import Clients & Sites using CSV/XLS/Spreadsheet Method This guide covers how to import Clients […]

Contents of Knowledge Base Guides

In this guide we will cover: – Summary – Knowledge Base Guides Summary The Knowledge Base is a feature used to publish Articles visible to Agents and/or Users to assist with common questions or issues.  Knowledge Base Guides An Introduction to the Knowledge Base The Knowledge Base stores Articles in your instance. These Articles can […]

Iru Integration (Kandji)

In this guide we will cover: – What is the Iru Integration? – Enabling the Iru Module – Connecting to Iru – Sites – Assets – Halo Integrator What is the Iru Integration? The Iru integration can be used to import assets against Halo sites, and sync them on a recurring basis. Enabling the Iru […]

Remote Support

In this guide we will cover: – What is Remote Support  – Setting up Remote Support – Inviting Users What is Remote Support Remote Support is a tool which allows Agents to view and take control an Asset remotely. In order to use Remote Support in Halo, you must be connected to a Remote Support […]

Coralogix Integration

In this guide we will cover: – What is the Coralogix Integration? – Enabling the Coralogix Integration – Creating an Alert Webhook in Coralogix – Customising the Runbook What is the Coralogix Integration? The Coralogix integration creates a ticket in Halo when an alert is triggered in Coralogix, and when the alert is resolved in […]

Start to Finish: Self-Service Portal

In this guide we will cover: – What is the Self-Service Portal? – Changing your URL – Adding Branding – Customising Menu Buttons – Linking the Service Catalogue – Giving Users Permissions Configuration Settings: Self Service Portal Related Guides: Navigating the Self-Service Portal (For End Users) Start to Finish: Service Requests What is the Self-Service […]

Process Street Integration

In this guide we will cover: – What is the Process Street Integration  – Enabling the Module – Connecting to Process Street Enabling the Module In Configuration > Integrations > Incident Management, hover over "Process Street" and press the plus (+) icon to enable the Module.  Fig 1. Enabling the Module Connecting to Process Street Click into […]

Ticket Category Defaults and Overrides

In this guide we will cover: – Hierarchy Used for Category Defaults – Defaults Locations – Additional Overrides to Consider Hierarchy Used for Category Defaults The category that will be set will be determined by the following hierarchy: – Action – Client – Ticket Type Defaults Locations Action In Configuration > Tickets > Actions, go […]