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HaloITSM

 * Features
 * Solutions Submenu
   By Sector
   
   --------------------------------------------------------------------------------
   
   Submenu
   * Public Sector
     
     Reduce overheads and deliver an intuitive experience for your users.
   
   * Education
     
     Deliver an exceptional service experience to students, faculty and staff.
   
   * Financial Services
     
     Deliver secure, auditable IT Service Management throughout the
     organisation.
   
   * Healthcare
     
     Centralise and streamline your processes.
   
   * All Sectors →
   By Use
   
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   Submenu
   * IT Service Management
     
     Empower your IT team to deliver rapid, efficient ITIL-aligned service.
   
   * HR Service Management
     
     Automate, connect and improve your HR service delivery.
   
   * Facilities Service Management
     
     Manage your Facilities department with our all-in-one software for resource
     booking, maintenance, asset management and much more.
   
   * Enterprise Service Management
     
     Extend service management throughout the organisation.
   
   * Customer Service HaloCRM
     
     An intuitive platform for customer-facing teams to manage conversations
     from any channel.
   
   * Managed Service Providers HaloPSA
   Resources
   
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   Submenu
   * Compare ITSM Tools
   * Integrations
 * Resources Submenu
   Learn
   
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   Submenu
   * Case Studies
     
     Read our ITSM case studies including how SKY TV migrated from ServiceNow to
     HaloITSM to integrate and automate their daily processes.
   
   * Blog
     
     Discover the latest thought leadership and company news.
   
   * Guides
     
     Learn how to get the most out of HaloITSM.
   User Resources
   
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   Submenu
   * Community NEW
     
     Connect with peers, maximise your HaloITSM knowledge, and raise feature
     suggestions.
   
   * HaloITSM Events
     
     Join us at both virtual and in-person events across the globe to learn more
     about HaloITSM.
   
   * Roadmap
     
     Find out about all the exciting, up and coming developments in HaloITSM.
   
   * API Documentation
     
     Learn about building integrations with HaloITSM using the Halo REST API.
   
   * Compare ITSM Software
     
     We have taken the time to compare ITSM software using the Gartner Peer
     Insights metrics and put together a comparison against the other similar
     ITSM tools on the market.
   Featured Articles
   
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   Submenu
   
   
   * REPORT
     
     McLaren Racing Announces HaloITSM as an Official Technology Partner
   
   
   * HALO FEATURES
     
     HaloITSM New Features Q2 2023
   
   
   * AWARDS
     
     ITSM Trends for 2023
   * Capterra and GetApp Awards 2022
 * Partner
 * Company
 * Careers
 * Contact Us

 * Start trial
 * Schedule a demo


HALOITSM GUIDES

Documentation to assist with the setup and configuration of the HaloITSM
platform





GETTING STARTED

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SETTING UP HALOITSM (13)

 * Asset Import - CSV/XLS/Spreadsheet Method
 * Call Management in Halo
 * Creating a New Application for API Connections
 * Creating Agents and Editing Agent Details
 * Departments, Teams and Roles
 * Halo Integrator
 * Importing Data
 * Multiple New Portals with different branding for one customer [Hosted]
 * NHServer Deprecation User Guide
 * Organisation Basics
 * Organising Teams of Agents
 * Step-by-Step Configuration Walk Through
 * Suppliers


BASIC CONFIGURATION (8)

 * Application Colour and Theme
 * Configuring Agent Views
 * Configuring PDF Templates
 * Custom Fields
 * Customising your Ticket View
 * Self-Service Portal Customisation
 * The Service Catalogue
 * Using and Editing the Tile View


EMAIL CONFIGURATION (17)

 * Access to OData is disabled
 * Adding a Mailbox Without The Use of Azure or Google
 * Additional Email Settings
 * Agent Forwarding and Email Updates
 * Agent Notifications for Errors in the Halo Integrator/ Email Processing
 * Azure Mail Integration (Azure Mailbox Scan Method)
 * Azure Mail Integration (Webhook Method Included)
 * Canned Text
 * Email Rules
 * End-User Closure Confirmation
 * Forwarding an Action
 * Google Mail Using SMTP error- The SMTP server requires a secure connection or
   the client was not authenticated.
 * How to Deal with Out of Office Automatic Replies from customers
 * Microsoft's Deprecation of Basic Authentication
 * Notification Types
 * Setting Up Message Approval for Outlook
 * Variables in Email Templates


ITIL PROCESSES

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INCIDENT MANAGEMENT (10)

 * Altering Ticket Types
 * Creating a Form
 * Creating and Using Quick Actions
 * Incident Management
 * Modifying and Adding Workflows
 * Scheduled Tickets
 * Ticket Templates
 * To-Do Lists
 * Viewing a Client's Tickets
 * Viewing a Site's Tickets


PROBLEM MANAGEMENT (1)

 * Problem Management


CHANGE MANAGEMENT (3)

 * Approval Processes
 * Change Management
 * Software Releases


ADMIN GUIDES

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AGENT CONFIGURATION (8)

 * Add Attachments to Child Tickets from Parent Tickets
 * Agent and User Impersonation
 * Agent Permission Settings
 * Agent Resource Booking
 * Azure action
 * Configuring Agent Roles
 * Creating a New Application for API Connections
 * Lookups


SERVICE LEVEL AGREEMENTS (4)

 * Advanced SLA Settings
 * Service/Application Availability Management
 * SLAs and Priorities
 * Workdays and Working Hours


KNOWLEDGE BASE (4)

 * Article Drafts
 * Problem/Resolution Finder
 * Transfer Configuration Between Development and Production Environments
 * Using your Knowledge Base


ASSET MANAGEMENT (9)

 * Asset Import - CSV/XLS/Spreadsheet Method
 * Asset Management
 * Asset Resource Booking
 * Custom Buttons
 * Halo Asset Discovery (Lansweeper Cloud)
 * Linking Assets
 * Receiving Stock for Serialised Products & Delivering to the Customer
 * Software Licensing
 * Stock Control


DEVELOPERS (8)

 * Allowing your Portal to be Externally Accessible
 * Connecting Through the API
 * Halo Chat Widget Properties and Examples (v2.172+)
 * Logging to a Database instead of the File Structure
 * Performing Ticket Approvals via API
 * Setting up an API Agent
 * Setting up NHServer as a Scheduled Task
 * Virtual Agent and Azure AI Search
 * SQL Schema


PROJECT MANAGEMENT (6)

 * Customising Invoice lines for a Project
 * How to setup Project Milestones
 * Milestones
 * Project Billing- Budget types vs Charge types
 * Project Management in Halo
 * Project Templates


AGENT GUIDES

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 * Add an external agent to Halo and restrict their access
 * Additional Agents
 * Agent Analyst for Technician Operations & Team Leaders
 * Billing - Contract Multiplier
 * Calendars and Appointments
 * Configuring PDF Templates
 * Contracts
 * Custom Table Examples
 * Customer, Site and User Records
 * Email Hashtags
 * Emailing Users
 * General Settings
 * Internal Conversations
 * Invoicing in Halo Explained
 * Manually Creating a Ticket
 * Navigating the Software
 * NHServer Deprecation User Guide
 * Notifications
 * Parent and Child Tickets
 * Pre-Pay
 * Pulling Report Data into a PDF template
 * Purchase Orders
 * Quotations
 * Sales Orders in Halo
 * Search All Actions on Search Bar
 * Searching Entities in Halo
 * SMS Set Up
 * The Asset Catalogue
 * Time Tracking
 * Transfer Configuration Between Development and Production Environments
 * Using Dollar Variables in Actions





ADDITIONAL GUIDES

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INTEGRATIONS (50)

 * 3CX Integration Methods
 * 8x8 Integration
 * Active Directory Integration (LDAP)
 * Addigy Integration
 * Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing
 * ADFS Integration
 * Adobe Acrobat Sign Integration
 * AI Azure Translator
 * AI Emotion Detection
 * AnyDesk Integration
 * Atera RMM Integration
 * Auvik Integration
 * Avalara Integration
 * Azure AI Search
 * Azure Automation Integration
 * Azure Deltas
 * Azure DevOps Integration
 * Azure Key Vault Integration
 * Azure Monitor Integration
 * Azure OpenAI and OpenAI Integrations (Improve Agent Responses)
 * Azure Sentinel Integration
 * Beyond Trust Integration
 * Bvoip Integration
 * Call Pop-Up for Microsoft Teams
 * Centrify Integration
 * ChatGPT Integration
 * Cloud Blue (Ingram Micro) Integration
 * Confluence Integration
 * ConnectWise Automate Integration
 * Connectwise Control Integration
 * Connectwise RMM Integration Guide
 * Creating a New Application for API Connections
 * Custom Integrations/Runbooks
 * Datadog integration
 * Datagate Integration
 * Dataimporter (Data Importer) for custom tables via csv
 * Datto Commerce Integration
 * Datto RMM Integration
 * Deferred Revenue for Pre-Pay
 * Domotz Integration
 * Dynamics 365 CRM Integration
 * Dynamics Business Central Integration
 * Dynatrace Integration
 * Embedding The Self-Service Portal within MS Teams with SSO
 * Embedding your Halo Self-Service Portal into Microsoft Teams
 * Enabling Microsoft Entra and/ or CSP with Single Sign on For Agents and Users
 * Etilize Integration
 * Exact Online Integration
 * Facebook Integration
 * Fortnox Integration


REPORTING (19)

 * A Quick Guide to Scheduling Reports
 * Adding a page break (page-break) in the HTML for PDF documents (IronPDF)
 * Adding Dashboards to Custom Tabs
 * AI Report Builder
 * Charts and Graphs in Reports
 * Configuring Custom Appearances in Reports (using HTML)
 * Consignment PDF's
 * Creating a Report From an Action
 * Dashboard Publishing Guide
 * Direct SQL Connection Deprecation
 * Halo In-App Dashboard
 * How to Restrict Users Access to Reports
 * Keeping Track of Feedback
 * Report Builder
 * Report filters in the URI parameters for report links
 * Reports and Scheduling
 * Restricting Agent Reporting Access
 * SDI Reports
 * The Report Screen Explained


LANGUAGE (2)

 * Changing the Self-service portal language
 * Languages in Halo


FAQS

--------------------------------------------------------------------------------

 * A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the
   API Using JSON in PostMan
 * Accessibility Statement
 * Action Button Configuration
 * Advanced Settings
 * Allow users to self-issue items
 * Annotating Images in Actions
 * Anonymous logging for certain ticket types, can be embedded on website or
   accessed via a specific URL
 * Appointments
 * Approval Delegation
 * Approval Process Approvers
 * Asset Fields
 * Asset Template Creation
 * Asset Types/Groups
 * Asset Views
 * Attachments Tab Table View on Tickets
 * Automated Tickets
 * Automated Tickets - Next Call Date
 * Automating Percentage Increase of Invoices
 * Automating Prices in Recurring Invoices
 * Automating Procurement
 * Awaiting Review/Ticket Review Processing
 * Billing Rules (Formerly Billing Plan Combinations)
 * Billing Templates
 * Bulk Applying Billing Rules
 * Changing your Halo URL
 * Charge Type Overrides Explained
 * Charge Types
 * Chat Bot and Chat Profiles
 * Client Custom Field Agent Restrictions
 * Concurrent Licensing and Agent App Session Improvements
 * Config Change Tracking and Transfer of Configuration from UAT to Production
   environments
 * Configuring HaloPSA for a Co-Managed Support Setup
 * Consignment PDF's
 * CORS Policy on Halo API
 * Creating a Report From an Action
 * Creating Quotations
 * Creating Tickets Via Email
 * Database Lookup example- Attaching the User's Role to a Ticket.
 * Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round
   Robin, Qualification Matching)
 * Document Management Area
 * Document Management for Customers, Sites and Users
 * Dynamic SQL - Custom Fields
 * Email Configuration(High Level)
 * Embed XML Attachments to Invoice PDFs
 * Embedding A Form Onto Your Website
 * Enable HTTP strict transport security (HSTS)
 * Enabling Secure Cookies in the Web Application
 * Event Management
 * Example All You Can Eat Agreement Client
 * Example Combination Client





SECURITY

--------------------------------------------------------------------------------

 * Rolling back versions v2.45 and above to versions below v2.45
 * Setting up Two Factor Authentication





FOOTER


COMPANY

 * Contact Us
 * Careers
 * Channel Partners
 * Technology Partners
 * Events
 * CSR Policy
 * Global Impact
 * Referral Program
 * Accessibility Statement


HALOITSM

 * Features
 * Integrations
 * Community
 * Blog
 * Onboarding Process
 * Guides
 * Roadmap


KEY FEATURES

 * Incident Management
 * Problem Management
 * Change Control
 * Configuration Management
 * Service Catalogue
 * Knowledge Management


COMPARE ITSM

 * ServiceNow Alternative
 * FreshService Alternative
 * TOPdesk Alternative
 * Cherwell Alternative
 * Axios Alternative
 * Hornbill Alternative
 * Ivanti Alternative
 * TeamDynamix Alternative
 * ManageEngine Alternative
 * Spiceworks Alternative


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