Google reCAPTCHA Integration
In this guide we will cover: – What is the Google reCAPTCHA Integration? – Connecting to reCAPTCHA – Adding to Anonymous Ticket Logging – Adding to Feedback Forms Related Guides: Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL One-Click Feedback What is the Google reCAPTCHA Integration? […]
Email Start Tag being Auto-Filled with your email address (Keeper Browser Extension)
In this guide we will cover: – How to resolve email Start Tag being Auto-Filled with your email address when using the Keeper browser extension When using the Keeper browser extension your email start tag may be overridden due to it being auto-filled by the browser extension Keeper. This behaviour is produced by the Keeper […]
KashFlow Integration
In this guide we will cover: – What is the KashFlow Integration? – Enabling the KashFlow Module – Connecting to KashFlow – Tax Rates – Customers – Products – Suppliers – Syncing to KashFlow What is the KashFlow Integration? The KashFlow integration can be used to sync invoices, with the customers, products, and suppliers associated […]
ITQuoter Integration
In this guide we will cover: – What is the ITQuoter Integration? – Configuring ITQuoter What is the ITQuoter Integration? The ITQuoter integration allows you to configure actions that create a quote in ITQuoter. It will also provide a shortcut to view quotes that have been made by ITQuoter. Configuring ITQuoter First head to Configuration […]
Acronis Integration
Acronis have provided the following PDF for the configuration of this integration. For any questions, please direct these to Acronis support. Acronis Documentation
AuthRocket Integration
In this guide we will cover: – What is the AuthRocket Integration?– Enabling the AuthRocket Module – Connecting to AuthRocket – Using the Runbook What is the AuthRocket Integration? The AuthRocket integration can be used to import users from AuthRocket into Halo using a scheduled runbook. Enabling the AuthRocket Module In Configuration > Integrations > […]
Risk Scoring
In this guide we will cover: – Enable Risk Scoring – Risk Scoring Using a Single Select – Risk Scoring Using a Calculation – Risk Scoring Using Impact and Risk Fields Related Guides: Change Management Custom Fields Risk scoring works by calculating a score based on custom fields on a ticket, and can be a […]
Bills
In this guide we will cover: – What are Bills? – Creating a Bill – Generating a Bill PDF Related Guides: Xero Integration What are Bills? Bills are essentially a purchase order invoice within Halo. They allow you to create an invoice in relation to a purchase order for any payments you are expecting to […]
Ticket Suggestions- without the use of AI
In this guide we will cover: – What are ticket suggestions? – The Logic behind ticket suggestions – How to configure ticket suggestions without the use of AI – Using ticket suggestions What are ticket suggestions? Ticket suggestions in Halo can be used to advise your agents on values that should be applied to a […]
Admin Mode
In this guide we will cover: – What is Admin Mode? – How to Configure Admin mode – Using Admin mode – Notify the agent when admin mode is activated on their account What is Admin Mode? Admin mode allows you to restrict administrator accounts so they are not granted admin privileges immediately upon login, […]