Dynamics 365 CRM Integration

In this guide we will cover: – What is the Dynamics 365 CRM Integration? – Registering an Azure Application – Enabling the Integration – Account and Contact Imports – Custom Table Syncs – Halo Integrator – Multi-Tenancy What is the Dynamics 365 CRM Integration? Microsoft Dynamics 365 CRM can be integrated with Halo to import […]

Forwarding an Action

A short guide to forwarding an action for outside input. You can forward any action from a ticket to an additional email address. This allows you to forward emails or actions to other Agents or Users for input. This will not email the user themselves unless you input their email. This enables input form a […]

Azure Sentinel Integration

In this guide we will cover: – What is the Azure Sentinel Integration? – Connecting Azure Sentinel to Halo  – Client Configuration – Field Mappings – Imports – Sending Tickets and Updates to Sentinel – Only Import Comments What is the Azure Sentinel Integration? The Azure Sentinel Integration allows a two way sync of incidents […]

Google Calendar Integration

In this guide we will cover: – What is the Google Calendar Integration? – Key Details – Google Configuration  – Halo Configuration – Deprecated Method What is the Google Calendar Integration? The Google Calendar integration can be used to link agent calendars within Halo to their Google calendar. This allows you to import appointment from […]

Charts and Graphs in Reports

In this guide we will cover: – Adding a Chart – Displaying Charts in Scheduled Reports – Types of Chart – Trendlines – Labels Admin Guides: General Settings (Reporting) Related Guides: AI Report Builder Halo In-App Dashboard Reports and Scheduling  Report Builder  Report Data Sources Using the graphing function can provide powerful visual insight into […]

Importing Additional Fields via CSV

In this guide we will cover: – How to find the API Name of a field – Worked Example – Including the Reference in Client Imports Halo provides a series of example import sheets that can be used to import your data from a spreadsheet. However, you may find the need to import/bulk update extra […]

Automated Tickets

In this guide we will cover: – What are Automated Tickets used for? – Configuring Automated Tickets Admin Guides: Automated Tickets Related Guides: Automated Tickets – Next Call Date What are Automated Tickets used for? Automated Tickets are created with the purpose of prompting relevant Agents of events such as: Agreements commencing/expiring. Customers Next call […]

A Quick Guide to Scheduling Reports

Related Articles: Reports screen explained Reports and Scheduling Scheduled reporting is a tool that can email reports to relevant parties on specified schedule. This can be anything from SLA stats on tickets raised/closed in a period to managerial staff all the way to a daily breakdown of agent hours and interactions in the day. To […]

Ninja RMM Integration (API V1 – Legacy)

In this guide we will cover: – Access Key – Connecting to Ninja RMM – Customer Imports – Asset Imports – Alerting – Shortcuts – Halo Integrator Related Guides: NinjaOne Integration Access Key Note: The following API key generation is for Ninja API V1 – steps for API V2 key generation coming out soon. To […]

Navigating the Software

Explaining the ticket screen. Related Articles: Filter Profiles Views and column profiles The below image is your global ticket view, for any screen you have that contains tickets (be it opportunities, sales, ticket, projects or otherwise) it will look similar to this. There are many elements that can be hidden by agent, team or role. […]