Create a Contract from a Sales Order
In this guide we will cover: – How to create a contract/agreement from a sales order For ease of processing, you can configure items in Halo such that a contract/agreement can be created off the back of the sales order for the contract. This is useful when using Halo to quote for contracted services as […]
Statistics Table Reporting
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 […]
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 […]
Tax Code Types
In this guide we will cover: – Types of Tax Code – What Each Type Sets This guide will cover each Tax Code that can be set within the system, where it is set, and when it is used. Tax Codes Where is it set? Related to an Integration? When is it used? Item tax […]
Operations Assistant for Agents & Team Leaders
In this guide we will cover: – Chat Profiles for Agents – Agent App Virtual Agents – Virtual Analyst Use – Default Agent App Virtual Agents – Chat Improvements Chat Profiles for Agents Chat Profiles are available within the Agent Application, which allows the Virtual Agent feature to be utilised by Agents for quick actions […]
Common SQL Tables and Joins
In this guide we will cover: – Common SQL Tables and What Each Contains – Example Joins Between Them This guide will cover some commonly referenced SQL tables and the information that can be pulled from each. A majority of the tables listed here are also within the following schemas. ITSM Schema PSA Schema CRM […]
Optimising Reports to Improve Efficiency
In this guide we will cover: – Selective Data Retrieval – Join Recommendations – Subquery Alternatives – Minimising Use of Wildcard Characters Larger or more complex reports can potentially have slower loading times. This guide outlines a few key points to consider when writing reports to help combat this. Selective Data Retrieval Using a SELECT […]
Redacting Card and Social Security Numbers (SSN)
In this guide we will cover: – Redacting Card Numbers – Redacting Social Security Numbers (v2.206.1+) – Context Aware Redaction Rules (v2.206.1+) Card numbers and Social Security Numbers (SSN) can be redacted from new tickets or actions, either partially or wholly. Redacting Card Numbers In Configuration > Users > General Settings > Data Compliance Settings, […]