Using QR Codes on PDF Templates
How to include QR codes within PDF Templates + a specific use case: The Swiss QR Bill When generating PDF templates, you can include some specific HTML in order to render a QR code, returning data of your choice. The PDF Template Online Repository has an example of how this is implemented. From your PDF […]
Splunk Integration
In this guide we will cover: – What is the Splunk Integration? – Configuring and Integrating Splunk alerts – Viewing Alerts from Splunk What is the Splunk Integration? The Splunk integration allows alerts in Splunk to automatically log tickets in Halo each time the alert is triggered, allowing technicians to be alerted to and manage […]
Holiday Management
In this guide we will cover: – Setting Holiday Allowance – Booking Holidays – Holiday Types – Approving Holidays Admin Guides: Holiday Management Setting Holiday Allowance Your Agents' holidays can be managed, allowing you to establish a "holiday allowance" per Agent and incorporate approvals for holiday requests. Within Configuration > Teams & Agents, you will […]
Add Attachments to Child Tickets from Parent Tickets
In this guide we will cover: – Copy Attachments from Parent to Child Tickets Copy Attachments from Parent to Child Tickets If you would like to copy attachments from a parent to a child ticket you can use the setting at the ticket type level displayed below Configuration > Tickets > Ticket Types > Details: […]
Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
In this guide we will cover: – Setting up Anonymous Ticket Logging Setting up Anonymous Ticket Logging You can allow users to log requests anonymously (without authentication to the portal) for certain ticket types in the following way. The form can be accessed via a link or can be embedded on a website by adding […]
SolarWinds Orion Integration
In this guide we will cover: – What SolarWinds Orion Integration? – Prerequisites – Configuring the Integration – Receiving Alerts – Updating Alerts in SolarWinds Orion Related Guides: Halo Integrator What SolarWinds Orion Integration? SolarWinds Orion can be integrated with Halo to create alert tickets that can be assigned to a certain agent and team, […]
Creating Quotations
In this guide we will cover: – Raising a Quotation – Raising from an Opportunity – Raising Stand-Alone Quotations – Cloning a Quotation – Building the Quotation – Product Bundles/Groups – Editing the Quotation – Etilize Integration – Sending the Quotation Admin Guides: Quotations Raising a Quotation Quotations can either be raised as a stand-alone […]
SCOM Integration
In this guide we will cover: – What is the SCOM Integration? – Enabling the Integration – SCOM Configuration – Halo Configuration – Resolving Alerts in SCOM Related Guides: Email Rules SCCM Integration What is the SCOM Integration? SCOM can be integrated with Halo to create and resolve alerts. Enabling the Integration To enable the […]
Appointments
In this guide we will cover: – Creating Appointments – Appointment System Uses On Actions – Appointment Creation Screen – Creating a MS Teams Meeting from a Halo Appointment – Internal Appointments Admin Guides: Appointment Types Exchange Calendars Calendars/ Appointments General Settings Related Guides: Calendars and Appointments Halo provides the ability to have agents create appointments […]
Milestones
In this guide we will cover: – Milestones Tab – Options When Adding Milestones – Dependencies – Locked Tasks and Filtering by Milestone – Configuring a Column Profile for Milestones – Updating Milestones via Project Management General Settings – Link the Child to a Milestone When Creating a Child Ticket from a Project – Adding […]