Restricting Asset Access

In this guide we will cover: – How to restrict agent access to assets – How to restrict agents access to certain asset fields The type of asset permissions you use will depend on the setting 'Asset Permission Type', found in Configuration > Asset Management > General Settings.   Fig 1. Asset Permission type Use […]

Runbook: Update Status of Child Tickets

In this guide we will cover: – Creating a Runbook to Update Child Statuses Creating a Runbook to Update Child Statuses One of the useful functions of runbooks is updating the child tickets that are attached to the parent, it can be done through an iterative runbook using a Halo API Action. The finished Runbook […]

Planning and Forecasting

In this guide we will cover: – Planning Screen – Forecasting      – Automatic Estimate Forecasting (v2.214.1+) – Percentage Thresholds Admin Guides: Time Management Ticket Types Before starting the rest of this configuration, ensure the "Time Management" module is enabled in Configuration by hovering over this and clicking the "+" icon, then check the […]

Budgets

In this guide we will cover: – How to create budget types – How to add budgets to Projects – Linking Budget Types to Project tasks – Budgets tab on Projects – Templates – Only use Billable Time in Budget Calculations Admin Guides: Budgets Ticket Types Tracking Project Completion Budgets are used to internally track time/money […]

Mailchimp Integration

In this guide we will cover: – Enabling Mail Campaigns – Connecting to Mailchimp – Importing Data – Creating a Campaign This integration will allow you to import the following data from Mailchimp: Audiences as Distribution Lists Audience Members as Users, and add the Users to the relevant Distribution List(s) Segments as Distribution Lists Segment […]

Change Management

In this guide we will cover: – Change Management Explained – Types of Change – Change Management Tab – Approval Processes – Approval Step on a Workflow – Change Freeze Periods  – Asset Dependencies – Change Calendar – Date Dependencies Admin Guides:  Change Management  Change Management When a change request ticket is raised, this should be […]

Actions: System Uses

In this guide we will cover: – Setting a System Use – System Uses and their Functions Admin Guide: Actions Setting a System Use System uses are configured functionality for certain actions within Halo. This system use can be set on an action in the "Details" tab on the "System Use" dropdown. Fig 1. System […]

Web Announcement

In this guide we will cover: – What are Web Announcements? – Setting an End Date – Overrides – Visibility  – Permissions What are Web Announcements? Web announcements are messages that are displayed to all users on the End-User Portal. They can be set as seen below. Fig 1. Web Announcement option. Setting an End […]

Twilio for WhatsApp Business Integration

In this guide we will cover: – What is the Twilio for WhatsApp Business Integration? – Enabling the Module – Configuration Options – Configure Incoming Messages  – Configure Outgoing Messages – Receiving Messages – Restrict access to a WhatsApp Account – Message Attachments – Transcribing Voice Notes – Enable Halo Integrator What is the Twilio […]

Zoom Integration

In this guide we will cover: – What is the Zoom Integration? – Enabling the Zoom Module – Configuring the Integration What is the Zoom Integration? The Zoom integration can be used for call management in your Halo instance and can open the Halo call screen when answered on Zoom. Note: Zoom Phone is required […]