Email Hashtags

In this guide we will cover: – What is an Email Hashtag? – Adding Hashtags to Emails – Available Hashtags What is an Email Hashtag? Email hashtags allow your agents to add certain behaviours when they email in, without having to log in. Adding Hashtags to Emails Email hashtags can be enabled per mailbox in […]

Google Workspace Integration

In this guide we will cover: – What is the Google Workspace Integration? – Configuring Google Workspace – Site/Agent Mappings – Advanced Mappings – New User Onboarding Ticket Creation – Licence Management – Importing Agents and Users – Asset Imports – Additional setup needed to import customer and subscription data – Halo Integrator – Google […]

Connecting Through the API

In this guide we will cover: – Importing Data – Authentication – Resources and Data – Common Issues Documentation on the Halo API can be found by going to your Halo URL and adding "/apidoc" to the end, or a full list of endpoints can be found here. We allow the exporting and importing of […]

Organising Teams of Agents

Teams and their use Related Articles: Ticket Templates Assigning tickets on receipt Column profiles and view customisation       Teams and their use Halo Teams; a way to introduce a division of labour or divide up the specialised knowledge to speed up the solutions to your customers or internal problems. Out of the box […]

Calendars and Appointments

In this guide we will cover: – Using the Calendar – Viewing Entries in the calendar – Creating Appointments – Appointment creation Screen The calendar module in Halo can be used to view, track and manage agent appointments, holidays, tasks, change requests, projects and scheduled tickets. Agents will each have their own calendar, but can […]

N-Able N-Central Integration

In this guide we will cover: – What is the N-Able N-Central Integration? – Connecting to N-Able N-Central  – Import customers and sites from N-Central – Import assets from N-Central – Shortcut to Open Devices in N-Central  – Alert management – Miscellaneous settings – Import assets sites and customers on a scheduled basis  – Monitoring […]

Assets Vs Items

In this guide we will cover: – The difference between assets and items/products in Halo Assets Vs Items An Asset can be thought of as an individual instance of an Item/Product, whereas a product is a collection of assets that have not yet been serialised/individualised. Items/Products (the term 'Item' & 'Product' are interchangeable) are the […]

Journeys

In this guide we will cover: – What are Journeys? – The Journey Actions – Tracking Open Journeys What are Journeys?  Journeys are used to track time on site, including the travel time. A journey can be started within a ticket using the 'start journey button'. Once the journey is started a time will begin […]

Dynamic SQL Lookup Fields – Customer Specific Lookup

In this guide we will cover: – How to complete custom specific lookups for dynamic fields If you are looking to create customer specific lookups (such as a lookup of a customer’s sites) you can use the $-userid field in the dynamic SQL query. If you structure the query in a certain way this will […]

Tile and Kanban HTML $ Variables

Here is a list of the $ variables you can use for the Tile HTML and Kanban HTML in the views modules of tickets and sales. (Configuration > Tickets > Views > Column Profiles or Configuration > Sales > Views > Column Profiles)             "flagged",           […]