Supplier Agreements

Configuration > Supplier Contracts Related Guides: Supplier Agreements/Contracts Field Type Description Supplier Contracts Default Column Profile Single Select The column profle selected here will be used as a default for anyone viewing the Supplier Contracts page. This can then be overriden per Agent at their convenience. Configure Column Profiles Button This will take you to […]

Setting up the “Instances” area for On-Prem Halo Instances

The Instances area in Halo allows you to see config changes to each of your Halo instances and push config changes from UAT to Production. This is available automatically in Hosted Halo, but for On-Prem Halo this works a little different and requires some manual set up. To use this feature with On-Prem Halo, each […]

PagerDuty Integration

In this guide we will cover: – What is the PagerDuty Integration? – How to set up the PagerDuty integration  What is the PagerDuty Integration? PagerDuty can be integrated with your Halo instance to have incidents sync between PagerDuty and Halo. This integration syncs two-way so updates in Halo will sync over to PagerDuty and […]

XSOAR Integration

In this guide we will cover: – What is the XSOAR Integration? – Connecting XSOAR to Halo – User Matching What is the XSOAR Integration? XSOAR can be integrated with Halo to allow for the creation of tickets in Halo from incidents in XSOAR. Connecting XSOAR to Halo The integration between Halo and XSOAR is […]

Example Pay As You Go Client

In this guide we will cover: – An Example agreement set up for a customer who has a pay as you go agreement  This is an example of the setup required for a Pay As You Go (or break-fix) customer. In this example the client will be charged per hour for labour on charge rates […]

Signing Contracts/Agreements

In this guide we will cover: – How to Use the Contract Signing Functionality – Secure Signing Admin Guides: Agreements (Contracts) Related Guides: Creating an Agreement/Recurring Invoice for a Customer Note: Within Halo the terms 'contract' and 'agreement' are used interchangeably.  How to Use the Contract Signing Functionality When a customer contract is proposed or […]

Site Fields

Configuration > Users > Site Fields Details Field Type Description Field Label Free Text The name of the Site / Asset field which will display in lists and details tabs. Sequence Integer (Site fields only) This number dictates where this field will be placed in lists. Fields with the same sequence will be sorted alphabetically. […]

SLA and OLA Notifications

In this guide we will cover: – What are SLA and OLA Notifications? – Configuring Warning Thresholds  – Setting Up Warning Notifications Admin Guides: Notifications Service Level Agreements (SLAs) Related Guides:  Notifications  Service Level Agreements (SLAs) Advanced SLA Settings   Note: OLA Notifications have been introduced as of v2.234.1+, on versions prior to this only SLA […]

AI Insights

In this guide we will cover: – What are AI insights? – Configuring AI insights – Sentiment Analysis & Emotion Detection – See AI insights when hovering over a ticket – AI Suggested Category What are AI insights? AI insights use AI to analyse a ticket to give further insights into the ticket, such as […]

Composite Reports

In this guide we will cover: – Creating and Selecting Reports – Customising SQL with $-Variables – Building the Composite Report – Appending/Prepending a PDF – Appearance Tab – Reports Table – Formatting the Composite Report – End-User Access – Scheduled Emails Composite reports in Halo allow you to present multiple reports to your clients […]