The Report Screen Explained

The core elements of the report screen detailed. Related Articles: Scheduling reports Adding new reports System and Custom Fields The reporting feature is a very powerful tool which allows you to explore your Halo database in full. With this it is possible to view metrics specific to your service desk, interpret this information and subsequently […]

Custom Buttons

How to add and change custom buttons. Related Articles: Clients and Customers Custom Tables Ticket Types Creating a form Custom Fields – Adding to Your Records Custom buttons can be used to add a host of functionality to various areas in Halo whilst being very simple to configure. You might use custom buttons to: Build […]

Creating API Applications

In this guide we will cover: – API Details – Application Configuration Related Guides: Halo Integrator This guide outlines the configuration of Halo applications which can be used to connect applications to your instance of Halo via the API. API Details Navigate to Configuration > Integrations > Halo API to see the related configuration page. […]

Creating and Using Quick Actions

Creating and Using Quick Actions Related Articles: Actions $-variables You can create quick actions for your agents to inform the user or supplier of something and populate this with database information.  This can be used to inform a user that their account is now set up and the login credentials, update the end-user of the […]

Creating and Updating Tickets via Email

In this guide we will cover: – How are Tickets Created via Email? – How are Tickets updated via Email? How are Tickets Created via Email? Tickets are logged via email when an email is sent into a mailbox that is connected to your Halo.  If an email is received into a mailbox, and this […]

Beyond Trust Integration

In this guide we will cover: – What is the Beyond Trust Integration? – Enabling the Module – Remote Support Configuration – Connecting to Beyond Trust – Teams and Agents – Remote Session Data/Webhooks – Sending Invites – Linking Sessions – Custom Button to Open the Device Automatically What is the Beyond Trust Integration? Beyond […]

Azure Automation Integration

In this guide we will cover: – What is the Azure Automation Integration? – Creating the Webhook – Sending the Webhook – Advanced Configuration What is the Azure Automation Integration? Azure Automate can be integrated with Halo to automate service requests like mailbox creation, access granting and new users. Creating the Webhook This integration uses […]

Configuring Agent Roles

Setting up a new role for your agents. Related Articles: Agent Permissions Settings In the configuration head to Teams and Agents, click into roles to see all of the available roles for your Agents. Roles for your Agents As your agent numbers grow you will find more use for the roles. These can control agent […]

Lansweeper Integration

In this guide we will cover: – What is the Lansweeper Integration? – Pre-Requisites – Enabling the Module – SQL Details – Key Fields – Field Mappings – Advanced Configuration – Halo Integrator What is the Lansweeper Integration? On-prem Lansweeper instances can be integrated with Halo to import and manage assets. Pre-Requisites Your Lansweeper database […]

Problem Management

Related Articles; Workflows  Actions Statuses Problem/Resolution Finder The purpose of problem management practice is to reduce the likelihood and impact of incidents by identifying actual and potential causes of incidents, and managing workarounds and known errors. Using Halo for Problem Management Navigating to the problems tab will show you a list of current problems that have […]