Custom HTML Banner on the Self-Service Portal

In this guide we will cover: – Adding a Custom Banner to the Self-Service Portal – Using Sticky Banners (v2.208.1+) Adding a Custom Banner to the Self-Service Portal In Configuration > Self-Service Portal, scroll to the "Home Screen" section and enable "Display custom HTML". Further options will then show underneath to choose the position(s) of […]

Office 365/Azure Mailbox Setup

In this guide we will cover: – Pre-Requisites – Supported Mailboxes – Initial Setup – Authentication Method – Credential Types – Processing Method – Configuring an Azure Application – Creating Credentials – Connecting to the Mailbox – Imports – Logging – Common Errors In this guide we will cover Office 365/Azure mailboxes in Halo, including […]

Armis Integration

In this guide we will cover: – What is the Armis Integration? – Connecting to Armis – Sites – Assets – Syncing What is the Armis Integration? Armis can be integrated with Halo to import and manage Sites and Assets, and sync these on a recurring schedule to ensure details stay up-to-date. Connecting to Armis […]

Create a Contract from a Sales Order

In this guide we will cover: – How to create a contract/agreement from a sales order For ease of processing, you can configure items in Halo such that a contract/agreement can be created off the back of the sales order for the contract. This is useful when using Halo to quote for contracted services as […]

Statistics Tables

In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting Note: The features outlined in this guide are available as of v2.208.1+. What is a Statistics Table? Statistics tables are type of Custom Table which allow you […]

How to Use Custom CSS and HTML on Halo Reports

In this guide we will cover: – How to customise the appearance of Report tables using HTML – Pin Scrollbar to the bottom of the page v2.208+ HTML can be applied to reports in Halo to customise how they appear/are formatted. This allows you to completely customise how your reports look.  How to customise the appearance […]

Nixtla TimeGPT Integration

In this guide we will cover: – What is the Nixtla TimeGPT Integration? – Connecting to Nixtla TimeGPT – Configuring Forecasting Related Guides: Ticket Volumes and Forecasting What is the Nixtla TimeGPT Integration? Nixtla TimeGPT can be integrated with Halo to provide future forecasts based on previous Ticket Volumes. Connecting to Nixtla TimeGPT Within Nixtla […]

Ticket Volumes and Forecasting

In this guide we will cover: – What is Ticket Forecasting? – Ticket Volume History – Configuring Forecasting – Running Forecasts – Reporting on Forecast Output – Adding Forecasts to Existing Reports Related Guides: Nixtla TimeGPT Integration What is Ticket Forecasting? Ticket Forecasting uses historic Ticket Volume data to allow predictions of future inbound Ticket […]

Google Business Integration

In this guide we will cover: – What is the Google Business Integration? – Setting up the Integration – Import Reviews and Questions – Respond to reviews/questions from Google – Receiving Updates to tickets from Google Business What is the Google Business Integration? The Google Business integration allows you to import responses and reviews received […]

User Out of Office Detection

In this guide we will cover: – What is user OOO detection – Setting up user out of office detection – Out of Office and SLAs – Out of Office and Approval Delegation What is user Out of Office Detection? User out-of-office detection, allows you to set the dates users are out of office (OOO). […]