Agent Notifications for Errors in the Halo Integrator/Email Processing

In this guide we will cover: – How to enable notifications, per agent, when there are errors in the Halo integrator or email services Agents can receive error notifications for Outgoing and Incoming emails as well as the Halo Integrator by using these settings located at Agent > Preferences > Notifications: Fig 1. Enable notifications […]

Setting Up Message Approval for Outlook

Whether you're initiating a mailbox for the first time or implementing additional security measures, requiring message approval before sending from a mailbox is a prudent strategy. In Exchange Online, this process is known as moderation, where a designated approver, or moderator, reviews messages before they are sent. This guide outlines the steps to set up […]

Searching Entities

In this guide we will cover: – Global Searching – Entity Specific Searching – Searchable Parameters per Entity – Filter and Sort Results – Self-Service Portal Searching – Advanced Searching – Searching Configuration Settings Global Searching When looking for something in your instance the global search bar can be utilised to quickly find the specific […]

PRTG Integration

In this guide we will cover: – What is the PRTG Integration? – Configuring the PRTG Module – Asset Imports – Halo Integrator – Webhooks What is the PRTG Integration? PRTG can be integrated with Halo to create and manage alerts. Configuring the PRTG Module  To enable the PRTG integration in Halo, go to Configuration […]

Asset Resource Booking

In this guide we will cover: – Asset Resource Booking Configuration – Ticket Type Configuration Resource booking for assets is a feature of Halo that enables your end-users to book shared resources themselves, such as laptops or desk areas, via the self-service portal.  The resource booking feature also allows for end-users to book appointments with […]

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 […]

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 […]

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 […]

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 […]

Allowing your Portal to be Externally Accessible

This guide will explain how to make your end-user portal externally available. Related Guides: Self-Service Portal Customisation Making your end-user portal externally available can be a useful tool in allowing your customers to track their tickets and assets, easily see the services you offer them, and even use a knowledge base for your most frequently […]