Supplier Agreements/Contracts
In this guide we will cover: – What are Supplier Agreements/Contracts in Halo? – How to create a Supplier contract – How to use a Supplier contract – Supplier Contract Expiry Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably. This guide covers supplier contracts in Halo, if you are looking […]
FAQ List Access Control
In this guide we will cover: – Access Control on Existing FAQ Lists – Granting Access Control on FAQ Lists – Viewing FAQ Lists Access Control on Existing FAQ Lists Access control has been added to FAQ lists within the Knowledge Base in v2.190.1+. For existing FAQ lists that were created before this version, these […]
Webhook and Integration Runbook Access Control
In this Guide we will cover: – What is Webhook and Integration Runbook Access Control? -Giving Access Control What is Webhook and Integration Runbook Access Control? From v2.190+ access control can be set against integration runbooks and webhooks to allow certain agents configuration access to selected webhooks and runbooks. This allows you to grant configuration […]
System Notifications
In this guide we will cover: – Types of System Notifications – How to Enable Them Halo has some pre-configured system uses for sending out notifications, which can be enabled or disabled within various areas of our system. This guide will cover a list of these, and how to set these up. Account Manager Account […]
Style Profiles for Knowledge Base Articles
In this guide we will cover: -What are Style Profiles? -How to Create Style Profiles -Assigning Style Profiles to Articles -Creating Style profiles- Worked examples Associated Administrator Guide: Knowledge Base Related Guides: Knowledge Base This functionality is available as of v2.188+ What are Style Profiles? Style profiles allow you to create a set of style […]
Customising the Navigation Menu in Halo
In this guide we will cover: – Ticket/ Navigation Areas – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Creating a Custom URL Navigation Module – Setting the Module in the List – Opening in a New Tab Associated Admin Guides: Areas Advanced Settings […]
Importing Quotation Lines via XLS
In this guide we will cover: – Creating an XLS Profile – Enabling Quotation Line Imports – Importing New Lines – Updating Existing Lines As of v2.188.1+, quotation lines can be imported and updated from an XLS file. Creating an XLS Profile First, we will need to create an XLS profile, which essentially maps the […]
Automatic HTML Additions to Reporting
In this guide we will cover: – Example of Automatic Additions – List of Column Names Automatic HTML additions can be added to reports to apply hyperlinks within certain columns. Example of Automatic Additions Halo supports the addition of hyperlinks on rows without the need for writing custom HTML for the report. The links are […]
Execute Automation Runbooks from the Chatbot
In this guide we will cover: – Introduction – How to trigger a Runbook from the chatbot – Use Chat Data in a Runbook – Keep the User updated on Runbook progress – Auditing the Runbook – Restrict the chat progress based on Runbook Result message Related Guides: Chat Bot and Chat Profiles Virtual Agents […]
Custom Field Value Storage
In this guide we will cover: – Enabling the New Value Storage Method – Selecting a Storage Method – Differences Between the Two Enabling the New Value Storage Method The new value storage method can be enabled within Configuration > Advanced Settings > Performance section, by enabling the following checkbox. Note: This method will only […]
