Tax Code Types

In this guide we will cover: – Types of Tax Code – What Each Type Sets This guide will cover each Tax Code that can be set within the system, where it is set, and when it is used. Tax Codes Where is it set? Related to an Integration? When is it used? Item tax […]

Common SQL Tables and Joins

In this guide we will cover: – Common SQL Tables and What Each Contains – Example Joins Between Them This guide will cover some commonly referenced SQL tables and the information that can be pulled from each. A majority of the tables listed here are also within the following schemas. ITSM Schema PSA Schema CRM […]

Optimising Reports to Improve Efficiency

In this guide we will cover: – Selective Data Retrieval – Join Recommendations – Subquery Alternatives – Minimising Use of Wildcard Characters – Use of $-filters Larger or more complex reports can potentially have slower loading times. This guide outlines a few key points to consider when writing reports to help combat this. Selective Data […]

Redacting Card and Social Security Numbers (SSN)

In this guide we will cover: – Redacting Card Numbers – Redacting Social Security Numbers – Context Aware Redaction Rules Card numbers and Social Security Numbers (SSN) can be redacted from new tickets or actions, either partially or wholly.  Redacting Card Numbers In Configuration > Users > General Settings > Data Compliance Settings, a dropdown […]

Agent Cost Tracking and Profitability Reporting

In this guide we will cover: – What is Agent Cost tracking? – Setting Agent Costs – Profitability Reports What is Agent Cost tracking? The reporting suite in Halo can be utilised to create profitability reports based on real time data. This allows you to track the profitability of different areas of your business, including […]

SQL Imports – Licences and Subscriptions

In this guide we will cover: – How to complete a SQL Import to import Licences and Subscriptions into Halo This guide covers SQL imports specifically for the use of importing licences and subscriptions into Halo. For a general overview of SQL imports we recommend reading our guide SQL Imports.  How to complete a SQL […]

Ticket Sources

In this guide we will cover: – What is a Ticket Source? – Adding to Columns and Lists – Ticket Rule Criteria – Setting Source by Actions – Notifications – Excluding/Ordering Ticket Sources What is a Ticket Source? Ticket source is a field that is automatically set to display where a ticket has been created […]

Mail Processing FAQs

In this guide we will cover: – Frequently asked questions about how emails are processed in Halo This guide will cover a list of frequently asked questions about how mailboxes work within Halo. If you have additional questions following reading the below, please contact support to assist you. How are emails processed by a mailbox […]

Avalara Integration

In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice – Excluding Customers What is the Avalara Integration? The Avalara integration allows you to complete a two way sync of customers between your Halo and Avalara instance. You can also […]

Tanium Integration

In this guide we will cover: – Connecting to Tanium – Determine Asset Site – Asset Imports – Import Assets automatically on a schedule – Alerting What is the Tanium integration? The Tanium integration with Halo can be used to import sites and assets from Tanium into Halo. Assets can be set to import automatically […]