Report filters in the URI parameters for report links

In this guide we will cover: – Date Filters – Text/Number Filters – Special Characters When linking to a report you can include filters as URI parameters. Date Filters When filtering on a date you can use the following parameters: reportingperiod : a number corresponding to the periods in the dropdown e.g. 0 for today […]

Email Configuration (High Level)

In this guide we will cover: – How to change the Email start tag – Message Groups – Mailbox Overrides – Email Signatures  Associated Configuration setting guide: Email (General Settings) Email Start Tag When you begin using Halo, you will notice that within Configuration > Email > General Settings, there is an option to edit […]

Scheduled Tickets

In this guide we will cover: –  What are Scheduled tickets? – Creating Scheduled tickets – Adding From Client Level What are Scheduled Tickets? Using Scheduled Tickets can inform your Agents of recurring events and monitoring to be done. This will generate a Ticket at a set time with a given interval (such as every […]

Azure Deltas

In this guide we will cover: – What is an Azure Delta? – What are the benefits of using Azure Deltas? – How does enabling Azure Deltas impact the functionality of Microsoft Entra ID/CSP? – How to enable Azure Deltas? – What to consider when enabling Azure Deltas? – Using Azure Deltas with the Intune […]

Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is Ingram Micro Reseller?  – Connecting to Ingram Micro Reseller  – Adding Etilize/Ingram Items to Quotations – Import Quotes from Ingram Micro into Halo – Syncing Purchase Orders in Halo to Ingram – Receive Updates on Purchase Order Changes in Ingram Micro – Creating Notifications based on Purchase […]

Azure Mail Integration (Webhook Method Included)

This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information.  This video covers the Mailbox Setup for Email Processing via Webhooks (Read the guide for full setup and how to configure error notifications per agent).                           In this guide we […]