HaloITSM Guides

Searching Entities in Halo

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 search criteria.

Some custom fields are searchable - if you have created a custom field & have the below option enabled:

Then you can search for records based on the contents of said custom field.

Searchable parameters per module:

Entity/Module	Searchable Fields
Agreements	Agreement Reference Customer Site (If Site is selected against the Agreement) Note Status Contract Type Fixed/Prepay
Items	Name Internal Reference External Reference Long Description SKU Item ID Accounts ID Product Category
Quotations	Quote Reference Title End-User of Quote Site Client
Sales Orders	Sales Order ID Title End-User Site Client