Obtaining API Credentials from AT&T
Please fill out the attached form: APS_API_Connector_Questionnaire_2024.pdf and email to DL-APS_API_Services@att.com;att@halopsa.com
Co-Managed IT
In this guide we will cover: – What is Co-Managed IT? – How to set up a Co-Managed agent – How tickets can be passed between co-managed and normal agents – Restricting FAQ list and reporting access – Worked Example What is Co-Managed IT? Co-Managed IT allows for collaborative IT management, in which a businesses' […]
Tracking Sales Metrics
In this guide we will cover: – Creating a Dashboard – Creating Widgets – Dashboard Configuration – Global Settings – Side Menu Dashboards – How to Set Dashboard Defaults Admin Guides: Dashboards Reporting General Settings Agents Related Guides: Reports and Scheduling Halo In-App Dashboard Creating a Dashboard In this example, we're going to create a […]
Tracking Opportunities
In this guide we will cover: – Column Profiles – Opportunity Lists – Opportunity List Groups – Kanban Pipeline Views Related Guides: Column Profiles Ticket Views Pipeline Stages Once Opportunities are logged in the system, tracking their progress and value becomes essential for any effective sales operation. This guide walks through the key features available […]
Product Price Overrides
In this guide we will cover: – How to Set Price Overrides for a Product – Examples For each Product in Halo, the price and cost can be set to change dynamically based on who is purchasing the item and/or the supplier providing it. More specifically: The supplier the item is being purchased from The […]
Virima Integration
In this guide we will cover: – What is the Virima Integration? – Connecting to Virima – Site Mappings – User Mappings – Asset Imports – Miscellaneous Settings – Syncing – How to import Assets from Virima What is the Virima Integration? The Virima integration can be used to import assets from Virima into Halo. […]
Emails with New Ticket Hyperlinks
In this guide we will cover: – Sending Specific URLs – Prefilling Form Data using URLs Sending Specific URLs When sending an email to a user that contains a hyperlink to the portal you can send them to a specific page on the portal by simply copying the URL for the specific page. For example […]
Dynamic Field/Value Visibility
In this guide we will cover: – What Is Dynamic Field Visibility? – Configuring Dynamic Field Visibility – What Is Dynamic Field Value Visibility? – Configuring Dynamic Field Value Visibility What Is Dynamic Field Visibility? Dynamic field visibility is the process of making the visibility of a whole field dependant on the value of another […]
Agent Work Hours
In this guide we will cover: – What are workdays/work hours used for? – Configuring Workdays – Assigning Work hours What are workdays/work hours used for? Workdays/work hours in Halo are used for service level agreement tracking and agent time tracking. Workdays and working hours are assigned to SLAs to determine if the SLA timer […]
Important Users/Customers
In this guide we will cover: – Marking a Customer as Important – Configuring VIP Popups – Ticket Rules with Important Customer/User – VIP Users as Site Contacts Admin Guides: General Settings (Users) Related Guides: Customer, Site and User Records Customer Relationships Setup Ticket Rules Marking a Customer as Important In the Customers area, […]