Access Restrictions on Suppliers
In this guide we will cover: – How to set supplier permission type. – How to set access control on suppliers. Admin Guides: Suppliers Setting supplier permission types. Within Halo you can limit the supplier access given to agents by configuring the access control per supplier. This is useful if you would only like certain […]
Setting Up An API Agent
In this guide we will cover: – Setting up an API Agent – Use of an API Agent API agent accounts do not take up licences, are free of charge and are used for accessing the Halo Integrator and API connections. Setting up an API Agent To set up an API agent account, go to […]
Creating Projects
In this guide we will cover: – Creating a Project From The Projects Area – Creating a Project From An Opportunity – Creating a Project From a Sales Order – Applying Budgets to Projects via Sales Orders – To-Do Lists – To-Do List Groups – Date Dependencies Admin Guides: Ticket Areas Actions Budgets To-Do Lists […]
Date Formatting on Email Templates Using $-variables
By default when using $-variables to populate dates (e.g. date occurred), it will use the following format DD/MM/YYYY HH:MM tt. 21/09/2023 15:50 PM. Please note that capitalisation of letter within the brackets is case sensitive and if used differently to above will affect the outcome of the format. You can use {} […]
How To Bulk Update Tickets, Drag and Drop Tickets Into Different Queues, An Explanation of Ticket Symbols
ServiceNow Integration
In this guide we will cover: – What is the ServiceNow Integration? – Connecting to ServiceNow – Creating tickets in ServiceNow – Updating Records in ServiceNow through Halo – Syncing back to Halo What is the ServiceNow Integration? The ServiceNow integration allows you to connect a ServiceNow account to each of your Customers and Suppliers. […]
Changing the Self-Service Portal Language
In this guide we will cover – Setting the General Language for the Self Service Portal – Changing the Language of the Self Service Portal for each Customer Site Related guides: Languages in Halo Setting the General Language for the Self Service Portal The default language your Halo uses is set under Configuration > Language, […]
Canned Text vs Email Templates: What’s The Difference?
Canned text are text templates that can be used in actions. Agents can add canned text to an action by pressing the plus icon. They can also start typing the first few words of canned text and it will appear as a suggestion, which they can select to autocomplete their typing. Once the action that […]
Hudu Integration
Hudu Documentation