Lookups
In this guide we will cover: – What is a lookup? – How to create a lookup – Worked Example – Filtering results with variables What are Lookups? Lookups use SQL scripts to populate fields with information that already exists in your database. For example you could have user's contact details fields populate automatically on […]
Parent and Child Tickets
In this guide we will cover: – What are Parent and Child Tickets? – Identifying a Parent or Child Ticket – Linking Tickets Manually – Creating Child Tickets Automatically – Actions between Parent and Child Tickets – Child Ticket Behaviour when Merging Parent Tickets – Adding Child Tickets into the Column Profile Admin Guides: General […]
Scheduled Tickets
In this guide we will cover: – What are Scheduled tickets? – Creating Scheduled tickets – Adding From Client Level What are Scheduled Tickets? Using Scheduled Tickets can inform your Agents of recurring events and monitoring to be done. This will generate a Ticket at a set time with a given interval (such as every […]
Merging Tickets
In this guide we will cover: – What is Merging? – Merging Two Tickets – Unmerging Tickets What is Merging? Halo allows the merging of two tickets into one another. When tickets are merged, all actions on one ticket are moved onto another. This can be done for a variety of reasons, often this is […]
SLAs and Priorities
Using your SLAs and priorities to maintain customer relationships is one of the most powerful parts of Halo. When combined with the use of a dashboard and notifications the SLA or Service Level Agreement between you and a client or customer is a contract between yourselves of the timescales you agree to handle and complete […]
Creating a Form
Creating a form using custom fields, field groups and dynamic field visibility. Related Articles: Custom Fields Dynamic Field Visibility Creating a form for either your end users or your agents to fill in is simple; this is done in the ticket type settings. This guide will run through an example of this. This will combine […]