Creating Tickets

In this guide we will cover: – Creating Tickets via Email – Creating Tickets via the Self Service Portal – Creating Tickets Manually This article shows the 3 primary ways you can create tickets. Email – Tickets raised via Email, this is done via a polled mailbox which raises tickets. This can be configured under (Configuration > […]

Adding and Returning Stock Overview

In this guide we will cover: – How to bring products into stock and create assets – Consigning items – Returning assets (that are linked to item) to stock – Returning assets (not linked to an item) to stock Admin Guides:   Items and Stock Control This guide will cover how to bring/return items into stock […]

Adding Iframes to Custom Tabs

In this guide we will cover: – How to create a custom tab containing an Iframe  – How to display a report in this custom tab, and filter the report Adding an Iframe to a custom tab is used to embed another website into the custom tab. This means you can see/navigate another webpage within […]

Actions in Halo

Actions in Halo and their extensive customisation. Related Articles; Workflows Ticket types Working on a ticket requires Actions, these are the lifeblood of any production, resolution or implementation workflow. Actions within a ticket are located on the top bar on the inner window, there is no limit to the number of actions allowed for a […]

Mobile App

In this guide we will cover: – Enabling Mobile App Access – Downloading the App – Access and Action Tickets – View Teams and their Agents/Tickets – View and Scan Assets – Receive Push Notifications – View Customers and Access Instance Related Guides: Actions Asset Management  Custom Fields Teams  Working on Tickets The mobile app […]

Opportunity Configuration

Having a good understanding of the configuration options available in Configuration > Tickets will help you when it comes to understanding opportunity configuration. Both "Configuration>Tickets" & "Configuration>Sales" include the below options: Opportunity (Ticket) Types – In their respective configuration area, these options allow you to modify, or create, the types of opportunities (tickets) that you want […]

Creating Projects from Products

In this guide we will cover: – Linking a Product to a Project Template – Creating a Project from a Sales Order Admin Guides: General Settings (Project Management) Ticket Templates  Linking a Product to a Project Template You can create a project from a sales order in a few easy steps. First head to Configuration […]

Linking Assets to Knowledge Base Articles

In this guide we will cover: – Ways to link an article to an asset – Create/link a knowledge base article from a ticket Ways to link an Asset to an Article The first way to link an asset to an article is from the article. Edit an article and scroll to the bottom, the […]

Project Task Creation Rules Based on a Multi-Select Field

In this guide we will cover: – Setting Rules on Child Ticket Creation – Applying it to a Ticket/Project Admin Guides: Custom Fields Templates Related Guides: Custom Fields Parent and Child Tickets Ticket Templates Setting Rules on Child Ticket Creation In Configuration > Tickets > Templates, you can create a ticket template as normal to […]

Reviewing Articles

In this guide we will cover: – Enabling Article Reviews – Reviewing an Article – Filtering for Articles That Need Review – Notifications for Articles That Need Review – Automated Tickets for Articles That Need Review Article reviews can be used to set a review date for articles, allowing you to edit them on a […]