Maintenance Windows

In this guide we will cover: – What are Maintenance Windows  – Enabling Maintenance Windows  – Environments  – Calendar view  Related guides:  Change Management  What are Maintenance Windows Maintenance Windows are a scheduled 'Window' of time for changes and updates to occur without causing as great of an impact.  Note: This feature is dependent on […]

Allow Suppliers to use the Portal

In this guide we will cover: – Why allow Supplier Contacts to access the Portal? – Creating Supplier Users – Viewing Tickets in the Portal – Viewing Documents and the Knowledge base in the portal Why allow Supplier Contacts to access the Portal? Supplier contacts in Halo can be allowed access to the end user […]

HaloAPI Full Documentation

In addition to a simplified API documentation that can be found at <Your Halo URL>/apidoc/info, there is a full documentation of all endpoints available at usehalo.com/swagger.

Project Management Overview

In this guide we will cover: – What is a Project? – Ways of Creating Projects – Example Overview of a Project What is a Project? Projects are used to track progress on larger objectives that require several smaller steps to be completed. A project consists of a main objective and its associated sub-tasks, known […]

Optional Services

In this guide we will cover: – What are Optional Services? – Displaying Optional Services in the Service Catalogue   – Optional Services Visibility  Admin Guides:  Services Related Guides: Allow Users to Self-Issue Items The Service Catalogue Service Catalogue The Service Catalogue – Advanced Configuration What are Optional Services? Optional services allow your users to pick additional […]

Progressive Web Application

In this guide we will cover:– What is the Progressive Web Application – Agent Application Progressive Web App  – Portal Web Progressive App (v2.218+) What is the Progressive Web Application The progressive web app allows you to install Halo on your desktop for easy access. Opening the app will take you straight to your Halo, […]

Handling Attachments/Files in Runbooks

In this guide we will cover: – Sending Attachments to Halo – Obtain Halo attachment ID – Sending a File in Halo to another Service/Tool – Receiving (GET) Attachments – Upload Attachments to Halo Entities (Update Attachment API action) – Obtain a Downloadable Link for a File in your Halo instance (Get Attachment link API […]

AI Acknowledgement Emails

In this guide we will cover: – Using AI to Generate Acknowledgement Emails – Adding an AI response to a template Related Guides: Boost Ticket Processing using AI Using AI to Generate Acknowledgement Emails AI can be used to send out acknowledgement emails when a ticket is logged. From v2.216 you can set this per […]

Project Setup Wizard

In this guide we will cover: – What is the Project Setup Wizard? – Creating Projects – Creating Project Tasks What is the Project Setup Wizard? Available as of v2.214.1+, the Project Setup Wizard is a tab available on Quotations and Sales Orders to directly create a custom project setup based on products that have […]

Advanced Agent Restriction

In this guide we will cover: – What are Departments? – What are Teams? – What are Roles? – Restricting Administrator Access – Restricting Reporting on Tickets – Build Permissions without Administrator Access Admin Guides: Agents  Departments Roles  Teams Related Guides: Access Control  Departments Roles Teams This guide outlines how Agents, including those with the […]