Barcode Scanning
In this guide we will cover: – Enabling Barcode Scanning – Scanning Barcodes via the Web App – Creating Barcodes for Existing Assets – Scanning Barcodes via the Mobile App Related Guides: Asset Management Mobile App Barcode scanning functionality can be enabled to create new Assets from existing barcodes, or barcodes can be generated by […]
Reporting Access Control
In this guide we will cover: – Access Control on Existing Report Groups – Variations of Access Control – Granting Access Control on Reports Related Guides: Access Control Access Control on Existing Report Groups Access Control has been added to various areas of Reporting in v2.208.1+. Three methods of restricting Report access through this method […]
Custom HTML Banner on the Self-Service Portal
In this guide we will cover: – Adding a Custom Banner to the Self-Service Portal – Using Sticky Banners (v2.208.1+) Adding a Custom Banner to the Self-Service Portal In Configuration > Self-Service Portal, scroll to the "Home Screen" section and enable "Display custom HTML". Further options will then show underneath to choose the position(s) of […]
Office 365/Azure Mailbox Setup
In this guide we will cover: – Pre-Requisites – Supported Mailboxes – Initial Setup – Authentication Method – Credential Types – Processing Method – Configuring an Azure Application – Creating Credentials – Connecting to the Mailbox – Imports – Logging – Common Errors In this guide we will cover Office 365/Azure mailboxes in Halo, including […]
Armis Integration
In this guide we will cover: – What is the Armis Integration? – Connecting to Armis – Sites – Assets – Syncing What is the Armis Integration? Armis can be integrated with Halo to import and manage Sites and Assets, and sync these on a recurring schedule to ensure details stay up-to-date. Connecting to Armis […]
Statistics Tables
In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting Note: The features outlined in this guide are available as of v2.208.1+. What is a Statistics Table? Statistics tables are type of Custom Table which allow you […]
How to Use Custom CSS and HTML on Halo Reports
In this guide we will cover: – How to customise the appearance of Report tables using HTML – Pin Scrollbar to the bottom of the page v2.208+ HTML can be applied to reports in Halo to customise how they appear/are formatted. This allows you to completely customise how your reports look. How to customise the appearance […]
Nixtla TimeGPT Integration
In this guide we will cover: – What is the Nixtla TimeGPT Integration? – Connecting to Nixtla TimeGPT – Configuring Forecasting Related Guides: Ticket Volumes and Forecasting What is the Nixtla TimeGPT Integration? Nixtla TimeGPT can be integrated with Halo to provide future forecasts based on previous Ticket Volumes. Connecting to Nixtla TimeGPT Within Nixtla […]
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 (v2.202.1+) Related Guides: Nixtla TimeGPT Integration Note: Forecasting via Nixtla TimeGPT is available from v2.188.1+, but built-in functionality is available as of v2.208.1. […]
User Out of Office Detection
In this guide we will cover: – What is user OOO detection – Setting up user out of office detection – Out of Office and SLAs What is user Out of Office Detection? User out-of-office detection, allows users to set the dates that they are out of office (OOO). Then, if an agent emails a […]