TeamViewer Integration

In this guide we will cover: – What is the TeamViewer Integration? – Creating the TeamViewer Fields – Configuring a Site – Configuring an Asset – Use on a Ticket What is the TeamViewer Integration? The TeamViewer integration can be used to link to remote in with codes assigned to Halo sites and assets. Upon […]

Actions

Configuration > Tickets > Actions Configuration > Sales > Actions Check out the guides for more information on Actions, the same guides can be found on the HaloPSA Academy: Actions HaloPSA Academy – Actions Actions – System Uses If certain Actions are not appearing on your Tickets as you expect, check the following things to […]

Google Mail Setup (Setting up Google Application)

In this guide we will cover: – Setting up a Google Mail App – Create Credentials – Setting up Halo Setting up a Google Mail App Prior to setup it is important to note in order to connect your Google mailbox to Halo the mailbox will need a dedicated (Google) licence (unlike M365). This is […]

Followers and Following Tickets

In this guide we will cover: – What is following a ticket – How Agents can follow a ticket – How End Users can follow a ticket  What is following a ticket? Following a ticket BCCs your agent email address onto any email correspondence from the ticket. This was originally created to ensure that when […]

Open AI Integration

In this guide we will cover: – What is the OpenAI Integration? – Connecting to OpenAI – Common Uses for OpenAI What is the OpenAI Integration? The native integration with OpenAI can be used to write responses on tickets or improve on response agent's have written themselves. It can also be integrated into your live […]

Quotations

This guide outlines the core features available for Quotations. Related articles: Sales Orders Purchase Orders Configuring PDF Templates Quotations Quotations are the start of sales processing and allow you to quickly create, preview and send clear and highly customisable PDF quotation documents. To use quotations, make sure you have the sales module enabled in the […]

Datto RMM Integration

In this guide we will cover: – What is the Datto RMM Integration? – Connecting to Datto RMM – Configuring Asset Imports – Import assets and Customers/Sites automatically on a schedule – Remote into Assets from Halo – Alerting What is the Datto RMM Integration? Halo can be integrated with Datto RMM to have devices […]

Advanced Settings

Configuration > Advanced Settings   Field Type Description Application Colour Single Select Determines the default application colour. This will be the colour given to i.e. the navigation bar (which is displayed on the left hand side of Halo) and the configuration modules. Can be overridden per agent via their preferences, if permitted. To change this […]

Ticket Area Breakdown

A breakdown of each option in a ticket area.  The Halo Ticket screen is likely to be the most used page within Halo. So, we’ve designed it for the way that teams want to work. Fig 1. The Ticket Screen 1. Agent – This is a technician in a team, the small green circle attached to […]

Notifications

In this guide we will cover: – Notification Configuration – Notification Types in Detail – Adding Agents to an Agent Notification – List of Notification Triggers – Setting up a Personal Notification – Agent Level Settings – Access Control – Incomplete Timesheet Notifications – Notification Acknowledgements – Notifications on a Workflow Step – Do Not […]