Asset Views

In this guide we will cover: – Asset Lists and Key Fields – Column Profiles – Related Assets Column Profile – Changing the display name of an Asset – Viewing Assets in the Portal Admin Guides: Asset General Settings Asset Lists and Key Fields There are two main ways in which the list of assets can […]

Adding Dashboards to Custom Tabs

In this guide we will cover: – Creating a Custom Tab that displays a Dashboard – Filtering the dashboard to only show data for the customer/user/site it is under Admin Guides: Custom Tabs The following entities can have a custom tab against them containing a dashboard: Tickets Customers Sites Users Contract Sales Orders  Purchase Orders Quotes […]

GoCardless Integration

In this guide we will cover: – What is the GoCardless Integration? – Enabling the Module – Customer Imports – Viewing Payments What is the GoCardless Integration? GoCardless can be integrated with Halo to import customers, assign custom fields to them, and sync payment statuses. The GoCardless integration with Halo does not currently support payment […]

Navigation Buttons that Link to a Custom URL

In this guide we will cover: – Creating a Custom URL Navigation Button – Setting the Button – Opening in a New Tab Within Halo, you can use custom tabs with external websites attached, that can be stored in the main navigation menu on the left hand side of your Halo screen. Creating a Custom […]

Linking one Appointment to a Ticket to Link all Appointments in the Same Series

Released in Version: 2.100.1 Depending which version you are on: in the configuration for the Exchange Calendars integration, you can enable ''When linking a recurring appointment to a ticket, link all appointments in the series": Configuration > Calendars and Appointments > Exchange Calendars: If you are on a later version of Halo this could be […]

Dashboard Publishing Guide

This guide will outline how you can publish your in app Halo dashboards to external sources. By default, in app dashboards are only accessible from within Halo but there are multiple options for how you can publish them. Publishing with Authentication You can publish a dashboard that is accessed by authentication from a user account. […]

Ticket Groups

In this guide we will cover: – Use Case – Configuring Groups – Setting Agent/Role Restrictions Admin Guides:  Tickets General Settings Agents Ticket Types Use Case Ticket types can be grouped, which has a great use case for delegating ticket type access on roles. Now if there are new ticket types added to your halo, […]

Asset Fields

In this guide we will cover: – Creating Asset Fields – Creating Custom Fields for the Asset Entity  – Difference between Asset Fields and Custom Fields for Assets – Control Who has Configuration Access to Asset Fields – SQL Lookups   Admin Guides: Asset Fields Related Guides: Batch Updating Asset Fields Asset fields correspond to […]

SQL Imports

In this guide we will cover: – Setting Up a SQL Import – Halo Integrator – Importing large datasets into custom tables Setting Up a SQL Import Head to Configuration > Integrations to find the "SQL Imports" module. Hover over this to ensure it is enabled – click the "+" icon if not. Fig 1. […]

Microsoft Entra ID: Single Sign On (B2B)

In this guide we will cover: – Introduction – Configuration Options – App Registration Configuration – Halo Configuration – Grant Consent for the Application – Configure Additional SSO Behaviour  Related Guides: Microsoft CSP Integration  Microsoft Entra Integration (Formerly: Azure Active Directory) Single Sign-On (B2C) Introduction What is B2B Single Sign-On (SSO)?  Single Sign-On via a B2B […]