Column Profiles
In this guide we will cover: – Available Entities and Defaults – Creating a Column Profile – Sorting Tickets – Display Types (Kanban, Tile, Gantt) – Column profiles and Child Tickets – Using Dashboard Column Profiles – Access Control – Billing Column Profiles – Filtering via the Column Profile Admin Guides: Ticket Types Views Self […]
Automatic Logout Issues
In this guide we will cover: – Steps to Stop Automatic Logouts Sometimes you may find that certain agents are getting logged out of Halo on a repeated basis, often at a certain time or after a certain event. This guide will cover common places to check, explaining the logic throughout. If you have any […]
Report Builder
In this guide we will cover: – Opening the Query Builder – Adding Fields – Adding Conditions – Generating the Report – Adding Filters – Saving the Report – Using the Report – Customising Fields (Sorting, Grouping, Count, Compare to previous period) – Using the Query Builder to create SQL Admin Guides: General Settings (Reporting) […]
Account Managers
In this guide we will cover: – Setting Account Manager Types – Functionality Available per Account Manager Type Related Guides: Cc and Bcc Email Configuration Setting Account Manager Types Multiple types of Account Manager field can be set against a client's profile. Within the "Details" tab, open the "Assigning and Account Manager" dropdown to see […]
Device42 Integration
In this guide we will cover: – What is the Device42 Integration? – Enabling the Module – Connecting to Device42 – Client Import – Device Imports – Webhooks What is the Device42 Integration? Device42 can be integrated with Halo to import and manage Clients and Devices, and update these when they are created or updated […]
Start to Finish: Service Desk Basics
In this guide we will cover: – What is the Service Desk Area? – Creating a Ticket Area – Creating Ticket Types – Creating Statuses – Setting SLAs and Workdays – Creating Actions – Creating a Workflow – Logging a Ticket Related Guides: Start to Finish: Service Requests What is the Service Desk Area? The […]
Assetbots Integration
In this guide we will cover: – What is the Assetbots Integration? – Connecting to Assetbots – Sites – Match Assets to Users – Asset Imports – Import Assets and Sites Automatically This integration is available from v2.234+ What is the Assetbots Integration? The Assetbots integration allows you to import sites and assets from Assetbots […]
Service Search – Order Service Search by Relevance
A new setting can be found in Configuration > Self Service Portal; Assume the following scenario for Service Search Type from Configuration > Services; This new Search method requires all search terms to appear, in any combination in one or more of the following fields; Searching for a Service; Service Title (Agent Facing Title) Service […]
Customising how your Tickets Look
In this guide we will cover: – Ticket Layout Overview – Customise if and how the Workflow Stages of the Ticket Appear – Customise How to Progress Feed Looks/is Organised – Customise how the SLA Timer displays – Customise when the Sidebar shows and the Information that shows here – Customise the Information that is […]
Connecting Claude to Halo’s MCP Server
In this guide we will cover: – What is the Halo MCP Server Connection? – Enabling the MCP Endpoint – Creating an API Application – Adding the Connector to Claude – Using the Connection Configuration Settings: AI Related Guides: Halo MCP Server Connection Note: The endpoint required for this functionality is available as of v2.236+. […]