Self-Service Portal Restrictions

In this guide we will cover: – Menu Button Restrictions  – Ticket Restrictions – Action Restrictions – Service Restrictions  – Asset Restrictions – Knowledge Base Restrictions – Multi-Tenancy Restrictions Admin Guides: Self Service Portal Related Guides: Actions Asset Management Knowledge Base Self-Service Portal Customisation  Service Catalogue This guide will cover various methods of restricting access […]

Linking Purchase Orders to Projects

In this guide we will cover: – How to Link Purchase Orders to Projects You can enable the ability to link purchase orders raised for products associated with the project to the project ticket. This allows the project ticket to automatically be updated when these products are received/the purchase order has been fulfilled.  Note: This […]

Database Reporting Functions

In this guide we will cover: – What is a Database Function? – List of Database Functions – Example Report What is a Database Function? A database function is a section of text that runs a built-in SQL query when used in another query. This can be used to format a report without making your […]

Backing Up invoices with Data

In this guide we will cover: – How to add a Report to a PDF Template – Filtering reports for a specific entity – Example  When supplying various services to your customers such as security management, data backups, device management, remote support etc, the charge for these services may vary each month based on activity/usage […]

Customer Areas

In this guide we will cover: – What are Customer Areas? – Creating a Customer Area – Restricting Customer Areas – Hiding the Default Customer Area Admin Guides: Areas Related Guides: Customer, Site and User Records  Ticket/Client Areas What are Customer Areas? Customer areas behave in a similar way to ticket areas as a customised, […]

Microsoft Entra ID: Single Sign-On (B2C)

What is Single Sign on B2C?  Single sign on B2C allows your agents and users to sign in to Halo using credentials from various accounts. It also allows unknown users to sign up to access your Halo portal using credentials from existing accounts. Who can use SSO B2C? B2C SSO is typically used by organisations […]

Translating Email Templates

In this guide we will cover: – Configuring translations for email templates To enable this functionality you must enable the setting "Allow multi-language email templates" in Configuration > Email > General Settings. Fig 1. Allow multi-language email templates. The "Custom Variables" button below will take you to an area to create your own custom variables. […]

Product Bundles

In this guide we will cover: – What are Product Bundles? – Creating Product Bundles – Creating Product Bundle Categories – Using a Product Bundle – Updating the Bundle Price Automatically – Customising the Template Admin Guides: Categorisation Items & Stock Control  Related Guides: Automating Product Changes and Updating Recurring Invoices Ticket Categories What are […]

Dynamically Updating Email Lists

In this guide we will cover: – The use case of dynamic email lists – Configuring dynamic email lists – Adding and removing from your lists within a ticket Dynamic Email lists can be used to change the recipients of the emails in your ticket. For example when using the "Email User" action (found in […]

Asset Custom Buttons

In this guide we will cover: – What is a Custom Button?– Creating an Asset Custom Button  – Restricting by Agent – Restricting by Asset Type – Restricting by Access Control – Restricting by Status and Asset Field Values – Restricting by Asset Permissions (v2.230.1+) Admin Guides: Custom Buttons Related Guides: Access Control Custom Buttons […]