8×8 Integration

In this guide we will cover: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]

LogMeIn Rescue Integration

In this guide we will cover: – What is the LogMeIn Rescue Integration? – Configuring the Integration – Channels – Sending Invites – Linking Sessions – Webhooks to send remote session data back into Halo What is the LogMeIn Rescue Integration? The LogMeIn Rescue integration can be used to remotely access devices. Users can request […]

Using “Drag and Drop”

How to use the "Drag and Drop" functionality throughout the Halo web-app. Drag and Drop The drag and drop functionality makes re-assigning tickets quick and easy. When viewing a ticket screen such as the one below, click and hold the left mouse whilst moving to drag and drop the ticket over an agent's name or […]

The Activity Feed

Using and viewing the activity feed. Related Articles: The Home Screen Actions Agent settings The activity feed can be a useful management tool, as it gives easy visibilty of actions you have other agents have performed recently. The feed can be accessed from the home screen below your desired graph or from the navigation button […]

Jamf Integration

In this guide we will cover: – What is the Jamf Integration? – Enabling the Jamf Integration – Connecting the Jamf Integration – Settings – Site Mappings – Asset Type Mappings – Assets  – Mobiles – Imports – Importing Assets Note: The Jamf Integration is compatible with Jamf Classic and Jamf Pro. It is currently […]

Ticket Dashboards

In this guide we will cover: – Overview and Benefits – Creating your Dashboards – Creating Widgets – Dashboard Configuration Overview and Benefits Ticket Dashboards are an alternative way to view your ticket lists and various other important areas of Halo, such as custom tables and in-depth details of tickets. Ticket dashboards are like global […]

Project Templates

In this guide we will cover: – How to create a new Project Template – How to add To-Do Lists and Tasks to a Project Template – How to add Child Tickets (Project Tasks) to a Project Template – Adding Creation Rules to Child Templates – Setting The Child Template to a Read Only State […]

GoToAssist Remote Integration

In this guide we will cover: – What is the GoToAssist Integration? – Integration Setup – Using the Integration What is the GoToAssist Integration? The GoToAssist integration allows you to start a remote support session from a Ticket within Halo and then pull back information from the session to the ticket as an Action. The […]

IT Glue Integration

In this guide we will cover: – What is the IT Glue Integration? -Connecting Halo to IT Glue – Importing Customers – Importing Assets – Scheduling imports with the Halo Integrator – Syncing to IT Glue What is the IT Glue Integration? The IT Glue integration allows you to import customers, assets and users from […]

Cloud Blue (Ingram Micro/Exertis) Integration

In this guide we will cover: – What is the Cloud Blue/Ingram Integration? – Enabling the Module – Configuring the Module – Client Imports – Subscription Imports Related Guides: Licences/Subscriptions Overview What is the Cloud Blue/Ingram Integration? Integrating Ingram Micro with Halo will allow for Clients and their associated subscription counts to be imported into […]