Viewing Tickets in the Portal
In this guide we will cover: – Ticket Type Default – Ticket List on The Self Service Portal – Configuring Actions – Edit Actions on a ticket – Self-Service Portal Ticket Details Configuration – Column Profiles on The Self Service Portal – Change Agent Names in the Portal In this example, we will take a look […]
Report Data Sources
In this guide we will cover: – Downloading Data Sources from the Online Repository – Using Data Sources to create Reports – Editing Data Sources Admin Guides: General Settings (Reporting) Related Guides: AI Report Builder Charts and Graphs in Reports Halo In-App Dashboard Reports and Scheduling Report Builder Downloading Data Sources from the Online Repository […]
Visualising and Bulk Updating Child Ticket Data from The Project Screen
In this guide we will cover: – How to Bulk Edit Child Tickets – View Important Actions on the Project – Marking Actions as Read/Unread – Including Child Tickets on Column Profiles Within Halo, there is now the ability to bulk update child tickets form within the main project ticket. This allows you to update […]
Worked Example – Receiving & Delivering Stock with Assets Created at The Point of Consignment
In this example, we will follow a similar process to that outlined in the previous Example with one key difference. We will not be creating Assets when stock is Received, but when it is delivered. This example will be applicable when the following option is set in Configuration > Items and Stock Control. Fig 1. […]
Creating Tickets
In this guide we will cover: – Creating Tickets via Email – Creating Tickets via the Self Service Portal – Creating Tickets Manually This article shows the 3 primary ways you can create tickets. Email – Tickets raised via Email, this is done via a polled mailbox which raises tickets. This can be configured under (Configuration > […]
Adding and Returning Stock Overview
In this guide we will cover: – How to bring products into stock and create assets – Consigning items – Returning assets (that are linked to item) to stock – Returning assets (not linked to an item) to stock Admin Guides: Items and Stock Control This guide will cover how to bring/return items into stock […]
Adding Iframes to Custom Tabs
In this guide we will cover: – How to create a custom tab containing an Iframe – How to display a report in this custom tab, and filter the report Adding an Iframe to a custom tab is used to embed another website into the custom tab. This means you can see/navigate another webpage within […]
Mobile App
In this guide we will cover: – Enabling Mobile App Access – Downloading the App – Access and Action Tickets – View Teams and their Agents/Tickets – View and Scan Assets – Receive Push Notifications – View Customers and Access Instance Related Guides: Actions Asset Management Custom Fields Teams Working on Tickets The mobile app […]
Tenable Integration
In this guide we will cover: – What is the Tenable Integration? – Connecting to Tenable – Site Mappings – Asset Mappings – Miscellaneous Settings – Importing What is the Tenable Integration? The Tenable integration allows one way syncing of assets between Tenable and Halo. You can import assets from Tenable into Halo and have […]
Opportunity Configuration
Having a good understanding of the configuration options available in Configuration > Tickets will help you when it comes to understanding opportunity configuration. Both "Configuration>Tickets" & "Configuration>Sales" include the below options: Opportunity (Ticket) Types – In their respective configuration area, these options allow you to modify, or create, the types of opportunities (tickets) that you want […]