Troubleshooting API Errors

In this guide we will cover: – What are API errors  – How to obtain and interpret API errors in Halo – HTTP Status Codes – Error Examples in Halo In this guide we will cover what each of the HTTP status codes and API error codes means in the context of Halo and how […]

Barcode Scanning

In this guide we will cover: – Enabling Barcode Scanning – Scanning Barcodes via the Web App – Creating Barcodes for Existing Assets – Scanning Barcodes via the Mobile App Related Guides: Asset Management Mobile App Barcode scanning functionality can be enabled to create new Assets from existing barcodes, or barcodes can be generated by […]

Reporting Access Control

In this guide we will cover: – Access Control on Existing Report Groups – Variations of Access Control – Granting Access Control on Reports Related Guides: Access Control Access Control on Existing Report Groups Three methods of restricting Report access through this method are available in Configuration > Reporting > General Settings. The below setting […]

Custom HTML Banner on the Self-Service Portal

In this guide we will cover: – Adding a Custom Banner to the Self-Service Portal – Using Sticky Banners Adding a Custom Banner to the Self-Service Portal In Configuration > Self-Service Portal, scroll to the "Home Screen" section and enable "Display custom HTML". Further options will then show underneath to choose the position(s) of the […]

Office 365/Azure Mailbox Setup

In this guide we will cover: – Pre-Requisites – Supported Mailboxes – Initial Setup – Authentication Method – Credential Types – Processing Method – Configuring an Azure Application – Creating Credentials – Connecting to the Mailbox – Imports – Logging – Common Errors In this guide we will cover Office 365/Azure mailboxes in Halo, including […]

Create a Contract from a Sales Order

In this guide we will cover: – How to create a contract/agreement from a sales order For ease of processing, you can configure items in Halo such that a contract/agreement can be created off the back of the sales order for the contract. This is useful when using Halo to quote for contracted services as […]

Statistics Tables

In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting What is a Statistics Table? Statistics tables are type of Custom Table which allow you to take a snapshot of data based on a query which is […]

How to Use Custom CSS and HTML on Halo Reports

In this guide we will cover: – How to customise the appearance of Report tables using HTML – Pin Scrollbar to the bottom of the page HTML can be applied to reports to customise how they appear/are formatted. This allows you to completely customise how your reports look.  How to customise the appearance of Report tables […]

Ticket Volumes and Forecasting

In this guide we will cover: – What is Ticket Forecasting? – Ticket Volume History – Configuring Forecasting – Running Forecasts – Reporting on Forecast Output – Adding Forecasts to Existing Reports Related Guides: Nixtla TimeGPT Integration What is Ticket Forecasting? Ticket Forecasting uses historic Ticket Volume data to allow predictions of future inbound Ticket […]

User Out of Office Detection

In this guide we will cover: – What is user OOO detection – Setting up user out of office detection – Out of Office and SLAs – Out of Office and Approval Delegation What is user Out of Office Detection? User out-of-office detection, allows you to set the dates users are out of office (OOO). […]