Creating and Using Quick Actions

Creating and Using Quick Actions Related Articles: Actions $-variables In Halo you can create quick actions for your agents to inform the user or supplier of something and populate this with database information.  This can be used to inform a user that their account is now set up and the login credentials, update the end-user […]

Emailing Users

In this guide we will cover: – Creating an Email User Action – Using the Email User Action – Standalone Emails – Replying to a Specific Action Admin Guides: Actions Email (General Settings)  General Settings (Tickets) Related Guides: Actions $-Variables (Dollar Sign Variables) Creating an Email User Action It is likely your instance will have […]

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 […]