Grouping Tickets by Ticket Type to Improve Ticket List View
Ticket Dashboards
In this guide we will cover: – Overview and Benefits – Creating your Dashboards – Creating Widgets – Dashboard Configuration Overview and Benefits Ticket Dashboards are an alternative way to view your ticket lists and various other important areas of Halo, such as custom tables and in-depth details of tickets. Ticket dashboards are like global […]
Agent and User Impersonation
In this guide we will cover: – How to impersonate agents and users in Halo Agent and user impersonation can be enabled in advanced settings: Fig 1. Allow user/agent impersonation This will add a button to the agent and user details screens to allow admins to impersonate them by temporarily logging in as them, allowing […]
Search Tools in Halo
Using the search pane and the quick search box. Related articles: Custom Fields Adding Users Your Ticket Screen There are multiple search tools within Halo. Firstly, the filter pane quick search box (1). Secondly, the search pane accessible in the top banner (2). Quick Search Box Typing a ticket ID number in this search box […]
Customising your Ticket View
How to change your view of the tickets in Halo using columns, lists and views. Related Articles: Agents, Teams and Roles Configuring Views Statuses The ticket screen explained There are a variety of ways in which it is possible to customise your own view of tickets in Halo. Changing View First, click into a ticket […]
Navigating the Software
Explaining the ticket screen. Related Articles: Filter Profiles Views and column profiles The below image is your global ticket view, for any screen you have that contains tickets (be it opportunities, sales, ticket, projects or otherwise) it will look similar to this. There are many elements that can be hidden by agent, team or role. […]
Searching Entities in Halo
Where different entities can be searched, what one should expect to be returned & related configuration options Entity Specific Searching Within each module in Halo, you will find a 'search bar' in the top LHS or the module in question: This search box will return a filtered list of the module-specific entity, based on your […]
Tile and Kanban HTML $ Variables
Here is a list of the $ variables you can use for the Tile HTML and Kanban HTML in the views modules of tickets and sales. (Configuration > Tickets > Views > Column Profiles or Configuration > Sales > Views > Column Profiles) "flagged", […]
