Column Profiles
In this guide we will cover: – Available Entities and Defaults – Creating a Column Profile – Sorting Tickets – Display Types (Kanban, Tile, Gantt) – Column profiles and Child Tickets – Using Dashboard Column Profiles – Access Control – Billing Column Profiles – Filtering via the Column Profile Admin Guides: Ticket Types Views Self […]
Automatic Logout Issues
In this guide we will cover: – Steps to Stop Automatic Logouts Sometimes you may find that certain agents are getting logged out of Halo on a repeated basis, often at a certain time or after a certain event. This guide will cover common places to check, explaining the logic throughout. If you have any […]
Report Builder
In this guide we will cover: – Opening the Query Builder – Adding Fields – Adding Conditions – Generating the Report – Adding Filters – Saving the Report – Using the Report – Customising Fields (Sorting, Grouping, Count, Compare to previous period) – Using the Query Builder to create SQL Admin Guides: General Settings (Reporting) […]
Account Managers
In this guide we will cover: – Setting Account Manager Types – Functionality Available per Account Manager Type Related Guides: Cc and Bcc Email Configuration Setting Account Manager Types Multiple types of Account Manager field can be set against a client's profile. Within the "Details" tab, open the "Assigning and Account Manager" dropdown to see […]
Device42 Integration
In this guide we will cover: – What is the Device42 Integration? – Enabling the Module – Connecting to Device42 – Client Import – Device Imports – Webhooks What is the Device42 Integration? Device42 can be integrated with Halo to import and manage Clients and Devices, and update these when they are created or updated […]
Start to Finish: Service Desk Basics
In this guide we will cover: – What is the Service Desk Area? – Creating a Ticket Area – Creating Ticket Types – Creating Statuses – Setting SLAs and Workdays – Creating Actions – Creating a Workflow – Logging a Ticket Related Guides: Start to Finish: Service Requests What is the Service Desk Area? The […]
WatchGuard Integration
WatchGuard have built an integration with Halo to import product license allocation, usage data, device data and alerts into Halo. This allows you to automate billing based on usage and licence allocation. This also allow you to have alerts in WatchGuard raise tickets in Halo. For information on setting this integration up see WatchGuard's guide here. […]
Assetbots Integration
In this guide we will cover: – What is the Assetbots Integration? – Connecting to Assetbots – Sites – Match Assets to Users – Asset Imports – Import Assets and Sites Automatically This integration is available from v2.234+ What is the Assetbots Integration? The Assetbots integration allows you to import sites and assets from Assetbots […]
Customising how your Tickets Look
In this guide we will cover: – Ticket Layout Overview – Customise if and how the Workflow Stages of the Ticket Appear – Customise How to Progress Feed Looks/is Organised – Customise how the SLA Timer displays – Customise when the Sidebar shows and the Information that shows here – Customise the Information that is […]
Connecting Claude to Halo’s MCP Server
In this guide we will cover: – What is the Halo MCP Server Connection? – Enabling the MCP Endpoint – Creating an API Application – Adding the Connector to Claude – Using the Connection Configuration Settings: AI Related Guides: Halo MCP Server Connection Note: The endpoint required for this functionality is available as of v2.236+. […]