Remote Support

In this guide we will cover: – What is Remote Support  – Setting up Remote Support – Inviting Users What is Remote Support Remote Support is a tool which allows Agents to view and take control an Asset remotely. In order to use Remote Support in Halo, you must be connected to a Remote Support […]

Asset Meters

In this guide we will cover: – What are Asset Meters? – Setting up Asset Meters – Taking Meter Readings – How to bill for Asset Meters    What are Asset Meters? Meter billing in Halo allows you to bill customers for a product/service based on their usage of it, with the price changing dynamically […]

Barcode Scanning

In this guide we will cover: – Enabling Barcode Scanning – Scanning Barcodes via the Web App – Creating Barcodes for Existing Assets – Scanning Barcodes via the Mobile App Related Guides: Asset Management Mobile App Barcode scanning functionality can be enabled to create new Assets from existing barcodes, or barcodes can be generated by […]

Licences/Subscriptions Overview

In this guide we will cover: – The Difference Between Licences and Subscriptions – Adding Licences/Subscriptions to Customers – Linking Licences/Subscriptions to Assets – Assigning Licences/Subscriptions to Users – Automatic Billing Quantities  – Viewing Change History – Adding Attachments – Handling Licence & Subscription End Dates Related Guides: Custom SQL Query for Licence/Subscription Count on […]

Asset Custom Buttons

In this guide we will cover: – What is a Custom Button?– Creating an Asset Custom Button  – Restricting by Agent – Restricting by Asset Type – Restricting by Access Control – Restricting by Status and Asset Field Values – Restricting by Asset Permissions Admin Guides: Custom Buttons Related Guides: Access Control Custom Buttons What […]

Asset Management

In this guide we will cover: – Viewing Assets – Asset Overview – Configuring Assets – Asset Fields and Custom Fields Configuration Settings Guides: Asset Fields Asset Groups Asset Relationships Asset Statuses Asset Templates Asset Types General Settings (Asset Management) Related Guides: Access Control  Restricting Asset Access Barcode Scanning  Linking Assets Asset Fields Asset Import […]

Device Change History

In this guide we will cover: – Tracking Device Change History – Filtering Device Change History – Changing to Tile View – Reporting on Device Changes – Optimising Device Change history Admin Guides: General Settings (Asset Management) Related Guides: Asset Management Linking Assets  The Asset Catalogue Tracking Device Change History Within your "Assets" area, you […]

Asset Template Creation

In this guide we will cover: – What is an Asset template? – How to create and use an asset template What is an Asset template? Asset templates can be used as a base when creating new assets. Information about the asset can be saved to an asset template, then when creating a new asset […]

Iframe Custom Tabs on Assets

In this guide we will cover: – Configuring the Custom Tab – Adding the Custom Tab to an Asset Type Configuring the Custom Tab Using Iframes within custom tabs will allow you to view a specified URL from within your asset. To add custom tabs to your assets you must navigate to Configuration > Custom […]

Asset Types/Groups

In this guide we will cover: – How to create an asset group – Assets vs Items – How to create a new asset Type Configuration settings Guides: Asset Types Asset Groups  Configuring asset types and groups will allow you to more readily view an organised list of your devices and will also allow you […]