Using Category Group as Ticket Rule Criteria

In this guide we will cover: – What is a Category Group? – Creating Category Groups – Creating a Ticket Rule Related Guides: Ticket Categories What is a Category Group? A category group is a way of grouping category values with common themes, and this can then be used to trigger ticket rules. Creating Category […]

One-Click Feedback

In this guide we will cover: – Ticket Closed Email Template – Edit link option for image within Email Template – Setting bounds for feedback variables – Functionality for an End-User Clicking on an Image – Feedback Configuration options – Preventing false feedback (from email link scanners) – Reporting on Feedback  One-Click Feedback is a […]

Sage 50 UK Integration

In this guide we will cover: – What is the Sage 50 UK Integration? – Downloading the Application – Setting up the Integration What is the Sage 50 UK Integration? The Sage 50 integration allows UK-based Sage accounts to connect to Halo and sync Customers, Products and Invoices.  Downloading the Application The Sage 50 UK […]

Zabbix Integration (Alerting)

In this guide we will cover: – What is the Zabbix Integration? – Connecting Halo to Zabbix – Determine how Assets/Hosts are Imported – Import Hosts Manually – Alerting – Import/Update Assets (Hosts) on a Recurring Schedule What is the Zabbix Integration? The Zabbix integration can be used to import Hosts (and their inventory) from […]

Time Tracking

In this guide we will cover: – Logging Time on an Action – Adding Quick Time – Deleting Time Entries – Viewing Your Timesheets – Triggering Rules from Time Taken – Charge Type field on Quick Time Configuration Setting Guides: Time Management Fig 1. Time Management Configuration Module. Time tracking is a function to monitor how […]

Connectwise RMM Integration Guide

In this guide we will cover: – What is the ConnectWise RMM Integration? – Connecting Halo to ConnectWise – Site Imports – Asset Imports – Alerting – Syncing Data What is the ConnectWise RMM Integration? The ConnectWise RMM Integration can be used to connect your Halo instance to your ConnectWise asset management tool; allowing you […]

Halo Accounts Integrator Setup

In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK – The Account Integrator has been updated to be compatible with Sage UK v32 (2026). Sage 50 Canada QuickBooks Desktop (All regions) The Halo Accounts Integrator must […]

Distributing Tickets (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching)

                                                                                  In this guide we will cover: – Default Ticket Type Assignment Options – Global Ticket Settings – Options Shown on New Ticket Screen/New Actions – Agent Statuses, Ticket Statuses and Teams – Qualification Matching – Load Balance per Ticket Type – Load Balance per Agent – Load Balance per Team – Load Balance Re-Opened Qualified […]

My Account

"My Account" is the hub which allows you find all information around you, your preferences and your account from any page within your instance.   To access "My Account", you can navigate via any page by clicking the "Profile Icon" in the top right of the page, then clicking "My Account". This will open up the […]

Atera RMM Integration

In this guide we will cover: – What is the Atera RMM Integration? – Connecting to Atera – Importing Customers – Import Assets – Import Assets and Customer data automatically – Alerting What is the Atera RMM Integration?  This integration allows you to import customer and devices (assets) from Atera RMM into Halo, as well […]