Branding in Halo
In this guide we will cover: -What can be branded in Halo? – How to Brand Email Templates – How to Brand the Self-service Portal What can be branded in Halo? User facing entities in Halo can be branded to, reflect the organisation or team that is providing the service to the user, or they […]
Syncing Tickets Between Instances
In this guide we will cover: – Connecting instances – Determine how Tickets and actions are synced (mappings) – Action Configuration – How to Pass tickets and updates between Instances – Worked Example – Troubleshooting The functionality outlined in this guide is available as of v2.184+ of Halo. For functionality prior to this version see […]
Self-Service Portal Restrictions
In this guide we will cover: – Menu Button Restrictions – Ticket Restrictions – Action Restrictions – Service Restrictions – Asset Restrictions – Knowledge Base Restrictions – Multi-Tenancy Restrictions Admin Guides: Self Service Portal Related Guides: Actions Asset Management Knowledge Base Self-Service Portal Customisation Service Catalogue This guide will cover various methods of restricting access […]
Database Reporting Functions
In this guide we will cover: – What is a Database Function? – List of Database Functions – Example Report What is a Database Function? A database function is a section of text that runs a built-in SQL query when used in another query. This can be used to format a report without making your […]
Customer Areas
In this guide we will cover: – What are Customer Areas? – Creating a Customer Area – Restricting Customer Areas – Hiding the Default Customer Area Admin Guides: Areas Related Guides: Customer, Site and User Records Ticket/Client Areas What are Customer Areas? Available as of v2.184.1+, customer areas behave in a similar way to ticket […]
Translating Email Templates
In this guide we will cover: – Configuring translations for email templates To enable this functionality you must enable the setting "Allow multi-language email templates" in Configuration > Email (or Configuration > Email > General Settings if on v2.190.1+). Fig 1. Allow multi-language email templates. With this enabled you can set individual email templates to […]
Product Bundles
In this guide we will cover: – What are Product Bundles? – Creating Product Bundles – Creating Product Bundle Categories – Using a Product Bundle – Updating the Bundle Price Automatically – Customising the Template Admin Guides: Categorisation Items & Stock Control Related Guides: Automating Product Changes and Updating Recurring Invoices Ticket Categories What are […]
Dynamically Updating Email Lists in Halo
In this guide we will cover: – The use case of dynamic email lists – Configuring dynamic email lists – Adding and removing from your lists within a ticket Dynamic Email lists can be used to change the recipients of the emails in your ticket. For example when using the "Email User" action (found in […]
Asset Custom Buttons
In this guide we will cover: – What is a Custom Button?– Creating an Asset Custom Button – Restricting Visibility (v2.182.1+) Admin Guides: Custom Buttons Related Guides: Custom Buttons What is a Custom Button? Custom buttons are a way of adding your own functionality into areas of Halo. They can be used to open a […]
Batch Updating Asset Fields
In this guide we will cover: – Batch Updating Asset Fields Admin Guides: Asset Fields Related Guides: Asset Fields Custom Fields Batch Updating Asset Fields Asset fields can be batch updated together when viewing a list of assets. This is useful for keeping assets up to date as their technology changes, for instance which software […]
