Report Online Repository
In this guide we will cover: – What is the Online Repository? – Downloading Reports – Downloading Data Sources Related Guides: Report Builder Report Data Sources Reports and Scheduling What is the Online Repository? The Online Repository is Halo's built-in compilation of pre-made reports and data sources that are available for download and use within […]
Site24x7 Integration
In this guide we will cover: – What is the Site24x7 Integration? – Creating the Site24x7 Webhook – Creating Alert Tickets – Asset Matching What is the Site24x7 Integration? The Site24x7 integration can be used to automatically create alert tickets in Halo when services are considered down in Site24x7. Note: Site24x7 also has this guide on configuring […]
Consignment PDFs
In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]
Ticket Categories
In this guide we will cover: – What are Ticket Categories? – Making Ticket Categories – Setting Ticket Categories from an Action – Restricting Ticket Categories – Reporting on Categories – Rules Based on Ticket Category – Field Visibility Admin Guides: Categorisation Related Guides: Actions Billing Rules (Formerly Billing Plan Combinations) Customer, Site and User […]
Azure Sentinel Webhooks
This guide only covers the setup of the webhooks required. You will need to configure Azure Sentinel before you can use your webhooks. For comprehensive setup of the integration (including webhooks) checkout: Azure Sentinel Integration. In this guide we will cover: – Creating a Logic App in Microsoft Azure – Sentinel Automation Rules – Troubleshooting your […]
3CX Integration
In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]
Syncing Exchange Calendars using the Microsoft Graph API
In this guide we will cover: – What is the Exchange Integration? – How to connect to the Exchange Calendars integration – Immutable IDs and Webhooks – Importing Existing Calendar Entries – Inbound and Outbound Requests Tab – Using Exchange Calendar – Common errors What is the Exchange Integration? Halo can sync appointments with your […]
Email Rules
This guide details the different types of email rules and what they do. Associated Admin Guide Email Rules In the Halo platform, you can set email rules to specify different outcomes based on criteria for emails that come into the system. There are several different types of email rules that you can use in the […]
Using your Knowledge Base
In this guide we will cover: – Navigating to the Knowledge Base – Searching for Articles – Creating an Article – Updating Articles – Sending Article Links Admin Guides: Knowledge Base Related Guides Article Drafts FAQ Lists in the Knowledge Base Knowledge Base Articles in the User Portal Providing Access to your Knowledge Base This […]
A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman
Please refer to the attached PDF. If you are viewing this article on our website please navigate to A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman on our self-service portal to obtain the PDF.