Documentation to assist with the setup and configuration of the HaloITSM platform
Customising your Ticket View
There are a variety of ways in which it is possible to customise your own view of tickets in Halo.
First, click into a ticket area (e.g. Incidents). In the left hand pane, click on the heading below the search bar. You will then be given a variety of viewing options, simply click on your choice.
Any custom lists are listed under "My Lists".
Next to the left hand pane, there is a drop down which will allow you to change your filter profile, Simply click the current filter profile to change this. If you wish to make a new filter profile or change an existing one, these are configured under Configuration > Tickets > Views.
Changing your Column Profile
In the top right hand corner, hover over the 3 dots button. Click edit columns to change the column profile or switch to "Tile View".
This brings up the list of all available column profiles and you have the option to edit a profile, use a current profile, or create a new one. Clicking edit allows you to permanently change columns or simply change them temporarily for single use without saving them.
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through
- Syncing Exchange Calendars