Allow Users to Self-Issue Items

In this guide we will cover: – How to allow users to issue their own item from the portal. – How to enable the item catalogue in the portal. – How to restrict what items users can issue. – Item Selection Services Related Guides: Issuing Products The Service Catalogue Optional Services Users may need an […]

Service Status Monitoring

In this guide we will cover: – Monitored Services – Setting up a Monitored Service (Email Alerts) – Ticket Driven Service Monitoring – Service Monitoring in the Portal – Service Monitoring and Live Chat – Notify Users/Agents when a Service Status Changes Related Guides: Service Catalogue The Service Catalogue – Advanced Configuration Monitored Services Services […]

Event Management

In this guide we will cover: – Setting up Event Management – Creating an Event Rule – Overseeing Events  Event management allows you to manage the events that are triggered by Asset Management and Alerting integrations using webhooks. Using this module you can create rules to determine which events log tickets and control the fields/configuration […]

Halo Live Chat – Embedded on Other Sites

In this guide we will cover: – Embedding Live Chat on Other Sites – Populate custom fields with data from a chat session started by the Events API of the chat Embeddable Widget Embedding Live Chat on Other Sites Within the Chat Profile configuration, set "Access" to "Self-Service Portal & External Websites". This will allow […]

Segments (Distribution Lists)

Disclaimer: Distribution Lists may be called Segments, depending on which Halo product you are using (functionality is the same between products). In this guide we will cover: – Enabling Distribution Lists – Permissions – Creating Lists – Adding Members – Setting the Mailbox – Sending Bulk Emails from a Distribution List – Viewing Past Communications – Bulk […]

Report filters in the URI parameters for report links

In this guide we will cover: – Date Filters – Text/Number Filters – Special Characters When linking to a report you can include filters as URI parameters. Date Filters When filtering on a date you can use the following parameters: reportingperiod : a number corresponding to the periods in the dropdown e.g. 0 for today […]

Fortnox Integration

In this guide we will cover: – What is the Fortnox Integration? – Enabling the Module – Fortnox Tenants – Connecting to Fortnox – Tax Rates – Product Imports – Customer Imports  – Accounts Codes Imports – Syncing to Fortnox – Errors Please note that you need a Fortnox Licence with a subscription of appropriate […]

Adding a page break (page-break) in the HTML for PDF documents (IronPDF)

https://ironpdf.com/docs/questions/html-to-pdf-page-breaks/ You can force a page break with this <div style='page-break-after: always;'> </div>   avoid breaks with this <div style='page-break-inside: avoid'>. <img src='no-break-me.png'></div> OR <style type="text/css">     table { page-break-inside:auto }     tr    { page-break-inside:avoid; page-break-after:auto }     thead { display:table-header-group }     tfoot { display:table-footer-group } </style>

QuickBooks Desktop Integration

In this guide we will cover: – What is the QuickBooks Desktop Integration? – Things to Note Before Setting Up  – Setting up the Integration  Related Guides: Halo Accounts Integrator Setup What is the QuickBooks Desktop Integration? The QuickBooks Desktop integration allows you to sync your invoices from Halo over to QuickBooks Desktop. Allowing you […]

Email Configuration (High Level)

In this guide we will cover: – How to change the Email start tag – Message Groups – Mailbox Overrides – Email Signatures  Associated Configuration setting guide: Email (General Settings) Email Start Tag When you begin using Halo, you will notice that within Configuration > Email > General Settings, there is an option to edit […]