Customising the Agent Application
In this guide we will cover: – Switching to the New UI – Tickets General Configuration – Ticket Type Configuration – Action Configuration – SLA Configuration – Agent Configuration – Custom Tables Configuration – Dashboard Configuration – Advanced Settings Configuration – Branding Ticket Areas – Customising the Help menu Admin Guides: Actions Advanced Settings Agents […]
Azure Consumption Billing (via Halo CSP Integration)
In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites: You must be on v2.176 or above of Halo A Tier 1/Direct […]
Disallowing New Tickets via Email
In this guide we will cover: – Disallowing Tickets via Email Globally – Disallowing Tickets via Email per Mailbox Admin Guides: Mailbox Setup Disallowing Tickets via Email Globally In Configuration > Email > General Settings > Incoming Email, there are two options for disallowing tickets via email. The first is "Don't allow new Tickets via […]
Service Catalogue
In this guide we will cover: – Service Catalogue – Service Access – Service Details – Field List – Monitored Services (Service Status Monitoring) – Maintaining your Service Catalogue – Favourite Services – Send Bulk communications to all subscribers of a service – Checking User Access – Allow Non-Administrator Agents to Create and Configure Services […]
PDF Templates
In this guide we will cover: – What are PDF Templates in Halo? – How to Customise your PDF templates – Who can configure PDF Templates? – XML Ticket Templates What are PDF Templates in Halo? PDF templates are used when printing or generating PDFs for various entities within Halo. This allows those entities to […]
Specifying Decimal Format in PDFs
In this guide we will cover: – Setting a Default Decimal Separator – Editing the Default on a PDF Template – Set how Many Decimal places are used on billing PDFs Note: This is a useful feature for our EU customers following EN16931 validation that requires ".", but may have conflicting regulations in their home […]
Stock Locations and Bins
In this guide we will cover: – What are stock locations and Bins? – Creating stock locations and Bins – Moving/transferring stock What are stock locations and Bins? Stock locations and bins are the areas in which your stock is stored. Sites in Halo can be set to be a stock location, this location may […]
Access Control
In this guide we will cover: – What is Access Control? – Setting Access Control – How Access is Shown – Reassigning Access Control What is Access Control? Access control is a method of administrator agents allowing non-administrator agents the ability to view, or view and edit, areas within the configuration. This allows agents to […]
Report Online Repository
In this guide we will cover: – What is the Online Repository? – Downloading Reports – Downloading Data Sources Related Guides: Report Builder Report Data Sources Reports and Scheduling What is the Online Repository? The Online Repository is Halo's built-in compilation of pre-made reports and data sources that are available for download and use within […]
Site24x7 Integration
In this guide we will cover: – What is the Site24x7 Integration? – Creating the Site24x7 Webhook – Creating Alert Tickets – Asset Matching What is the Site24x7 Integration? The Site24x7 integration can be used to automatically create alert tickets in Halo when services are considered down in Site24x7. Note: Site24x7 also has this guide on configuring […]