Custom Table Import via Email and CSV – Scheduled Imports

In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The […]

Super Ops RMM Integration

Halo has an integration with SuperOps RMM. The guide below goes through how to connect with Halo and how to sync asset types, etc and there is also a video attached to the written guide. Integrating HaloPSA with SuperOps.ai.

Adding in a Project Plan

In this guide we will cover: – How to show the Project Plan tab – Editing the Templates and Rules Project Plan tab Fig 1. Project Plan Configuration > Tickets > Ticket Types > *Click into the Project Ticket Type* > *Click into the Forms Tab* (The setup of templates and creation rules will be […]

Bulk Sending Emails

In this guide we will cover: – Bulk Email with the User List – Bulk Email to Users subscribed to a Monitored Service – Bulk Email from an Action Related Guides: Segments (Distribution Lists) Bulk Email with the User List – now Customer Segments (Distribution Lists) Previously you could use the user list to send a […]

Problem and Change Management Using Fully Configured Workflows

In this guide we will cover: – Raising Problems – Dynamic Visibility of the Service Status Note – The Problem/Resolution Finder – Workflow Progression when the Cause is Identified – Workflow Progression when the Cause is Not Identified – Suggested Articles on the Ticket Creation Screen of the Portal Associated Guides: Workflows Change Management Ticket […]

Example All You Can Eat Agreement Client

In this guide we will cover: – An Example on how to set up an agreement for a customer who has an all you can eat agreement In this example we will run through the setup for a customer who has an all you can eat agreement. This means that they can use the service […]

News Articles

In this guide we will cover: – Enabling and configuring News articles – News Article Drafts – Showing Recently Created Articles on the Self Service Portal – Publishing Articles Using Unique Links Enabling and configuring News articles Within the knowledge base area of Halo you can create news articles. News articles can be limited by […]

Pre-Pay

In this guide we will cover: – Where and how to set up Pre-Pay for a customer – Use Pre Pay Amount instead of Pre Pay Hours – Recalculating Billing for Pre-Pay hours – Manually adjusting the amount of Pre-pay hours an action uses Admin Guides: Pre-Pay Where and how to set up Pre-Pay for […]

Dynamic Custom Fields

In this guide we will cover: – Creating Dynamic Fields using a SQL Lookup  – Worked Example -SQL – Using Variables in Dynamic SQL Lookup Queries – Formatting as a Tree Dropdown – Default to the First Returned Value – Creating Dynamic Fields using a Custom Integration Method Custom fields of type "Single Selection" or […]

SQL For Auditing Passwords

The below SQL is for auditing of passwords, the same report can be found in the online repository by searching for "Password Audits" select  apfid [ID] , nhd_user.username [Name] , apfdate [Date]  , CASE when apfobjecttype=1 then 'Asset' when apfobjecttype=2 then 'Site' when apfobjecttype=3 then 'Custom Field' when apfobjecttype=4 then 'Supplier' end as [Field Type] , CASE WHEN apfobjecttype = 1 THEN (SELECT dinvno FROM device WHERE did = apfobjectid)        WHEN apfobjecttype = 2 THEN (SELECT sdesc FROM site WHERE ssitenum = apfobjectid)        WHEN apfobjecttype = 3 AND (SELECT fiusage FROM fieldinfo WHERE fiid = apffieldid) = 1 THEN concat('Ticket – ', (SELECT faultid FROM faults WHERE faultid = apfobjectid))       […]