Introduction to HaloITSM
In this guide we will cover: – The basics of each part of HaloITSM along with the appropriate terminologies Admin Guides: Actions Agents Custom Fields General Settings (Asset Management) General Settings (Tickets) Items & Stock Control Self Service Portal Services Service Level Agreements Statuses Views Related Guides: Actions AI Report Builder Customer, Site and User Records […]
Azure Consumption Billing (via Halo CSP Integration)
In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites: You must be on v2.176 or above of Halo A Tier 1/Direct […]
Consignment PDFs
In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]
3CX Integration
In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]
Billing Templates
Configuration > Billing > Billing Templates Related Guides: Billing Templates Bulk Applying Billing Templates Billing Template Creation Settings Field Type Description Name Free Text The name of the billing template Billing Rules Table Decide which charge rates etc should be attached to certain ticket types. This feature also allows you to decide what assets and […]
Asset Fields
Configuration > Asset Management > Asset Fields Related Guides: Asset Fields Top Bar Action Type Description Add to all Asset Types Yes/ No This is an action button found on asset fields that are already created. This will add the field to all Asset Types. Add to selected Asset Types Yes/ No This is an […]
Email General Settings
Configuration > Email > General Settings Incoming Email Field Type Description Mailbox Setup Button This opens up the Mailbox Setup interface. Here you can link mailboxes to your instance for either sending or recieving emails through your instance. Email Rules Button This opens up the Email Rules interface. Here you can set up rules that […]
On-Prem Upgrade – NHserver
To resolve issues or gain new functionality related to backend functions of Halo it is sometimes required to upgrade the version of NHServer that is in use. Download https://s3.haloservicedesk.com/NHServer.zip This application is an older method of email ingress/egress and is due for deprecation Q3 2024 Upgrade Steps Go into the task scheduler, and end the […]
Asset Statuses
Configuration > Asset Management > Asset Statuses Related Guides: Asset Management Asset Statuses Creation Variables Field Type Description Name Free Text The name of the status Automatically make the Asset inactive when this status is chosen Checkbox Decide whether or not to make the asset inactive as soon as this status is chosen.
Agents
Configuration > Teams & Agents > Agents Related Guides: Agents Top Bar Field Type Description Edit / Save Button Enables edit mode, and saves changes made. Resend email confirmation Button Sends another email to the Agent's email address for them to verify their account with. Change Profile Picture Button Presents a menu for uploading a […]