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 (v2.204.1+) Related Guides:  Change Management Custom Fields Risk scoring works by calculating a score based on custom fields on a ticket, and can be […]

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 This functionality is available from v2.192+ What are ticket suggestions? Ticket suggestions in Halo can be used to advise your agents on values […]

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, […]

SyncroMSP Integration

In this Guide we will cover: – What is the SyncroMSP Integration? – Connecting the Integration – Importing Customers from SyncroMSP – Importing Assets from SyncroMSP – Automatically sync changes made to customers/assets – Alerting What is the SyncroMSP Integration? The SyncroMSP integration allows you to import customer and asset data from SyncroMSP into Halo. […]

Notification Templates

In this guide we will cover: – Editing Notification Templates – Using Notification Templates Admin Guides: Notification Templates Related Guides: Notifications Notification templates are used to edit the way that notifications appear if not using an email/SMS template. These are built-in to the system, and new ones cannot be created as these correspond with the […]

Navigating the Self-Service Portal (For End Users)

In this guide we will cover: – Home Page – Customising User Preferences – Logging Tickets – Viewing Tickets – Requesting Services – Viewing and Approving Quotations – Viewing Dashboards – Viewing Assets – Viewing Agreements/Contracts – Viewing Invoices – Navigating the Knowledge Base This guide will cover an outline of how users can navigate […]