<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Enabling Multiple Tab Functionality</strong></p><p><strong>- Choose which Halo Area Tabs Open in</strong></p><p><strong>- Set Links and pop-outs to Open in a New Halo Tab</strong></p><p><strong>- Using Multiple Tabs</strong></p><p><br></p><p><br></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2436" target="_blank" rel="noopener noreferrer"><strong>Customising the Agent Application</strong></a></li></ul><p><br></p><p>The multiple tab functionality makes it easy to seamlessly switch between different areas of your instance without losing your place, and keeps important tabs open without cluttering your own browser.</p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling Multiple Tab Functionality</span></strong></p><p>The multiple tab functionality can be enabled in two areas.</p><p><br></p><p><strong><span style="font-size: 12pt;">Prerequisites </span></strong></p><p>There are three prerequisites for the tab functionality to show. First, you must switch to the 2025 UI in Configuration > Advanced Settings > Appearance.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIwZDA3MjFmLWI2M2ItNGNhZC1iYWIzLTljMTg4OTdmNWQ3OCJ9.HxPiGXUkcGaej5AADXc-FOq9gF0MH_IxaQu_Q9OZ9Ec" class="fr-fic fr-fil fr-dib" width="143" height="77"></p><p><strong><span style="font-size: 10pt;">Fig 1. 2025 UI style</span></strong></p><p><br></p><p>Second, the tree menu display must use the undocked format.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdkZjVkM2JhLTJmN2QtNDVjOC1hMjNiLTY5MmM4MjYzOGExNSJ9._pQf-EzOgBmb5gFL0Jov9ZrdUoK7R_cIcLoeNYbiAuc" class="fr-fic fr-fil fr-dib" width="417" height="84"></p><p><strong><span style="font-size: 10pt;">Fig 2. Tree menu display set to undocked format</span></strong></p><p><br></p><p>Third, your browser window width must be above 1000px.</p><p><br></p><p><strong><span style="font-size: 12pt;">Enable Globally</span></strong></p><p>Just underneath the tree menu display is the global setting for all agents (Configuration > Advanced Settings > Appearance). Change the "Halo Tab Display" field to show multiple tabs per browser tab.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVjM2JkN2NjLTM5NTEtNDgzOC1iZjcxLWQ5ODFlNzBhNzU5YiJ9.9PNmDJMz0jAnDElo3OtE2AeZfn-5zuN3EfbrGOPy81Q" class="fr-fic fr-fil fr-dib" width="534" height="103"></p><p><strong><span style="font-size: 10pt;">Fig 3. Tab display setting</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Enable for an Agent</span></strong></p><p>The agent preferences can override the global setting if set differently on their agent profile > Preferences tab > Appearance.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUwMmQ4NWI1LWI1Y2EtNGUxMi05NWVmLTdiM2Q5NTU2NDFjOSJ9.hcJ6-WUXKU9o16DuKy8z5GO_jx17g94hmPkEvOtwP2M" class="fr-fic fr-fil fr-dib" width="187" height="72"></p><p><strong><span style="font-size: 10pt;">Fig 4. Agent override</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Choose which Halo Area Tabs Open in</span></strong></p><p><span style="font-size: 11pt;">Once tabs are enabled you will have the option to set the "New tab location". </span></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjNTM2NDQ1LWMwOWQtNDliNS04ZjliLTk2NDc1MDkzODNiZiJ9.LDqQRupVnW9_8ejiZ_4vY5dEV48hu7r6lIUJvLgY1g4" class="fr-fic fr-fil fr-dib" style="width: 718px; height: 356.346px;" width="716" height="356"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 5. New Tab Location</span></strong></p><p><strong><br></strong></p><p>Here, you can specify the path that should be used when a new tab is opened, this path will be appended to your Halo instance URL. </p><p><br></p><p>For example, if you would like the Configuration area to open when a new tab is opened change this to /config, if you would like this to open your homepage change this to /home.</p><p><br></p><p>Note: If the agent does not have permission to access this area of Halo an error will appear, therefore it is best to choose an area all agents have access too (such as the homepage). </p><p><br></p><p>To find the path of an area in Halo, simply navigate to that page and view the path in the URL. </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFhMzQ0ZDIxLWQzZTgtNGJlNi1iMTE2LTM1NWVlY2E1MGZkZSJ9.a_O35bOVBNmZfYSWMOS3HYYiKFBLKYxFqHzanhHVvMM" class="fr-fic fr-fil fr-dib" width="1054" style="width: 1056px; height: 548.656px;" height="549"></strong></p><p><strong><span style="font-size: 10pt;">Fig 6. Path for the Calendar Module</span></strong></p><p><strong><br></strong></p><p>The additional path /newtab is also available, which shows a new page containing the module selection menu. This page is not customisable but allows agents to easily navigate to other areas of Halo. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVmYzQ0NzYwLWIxMTItNDk0OS04NjQxLTZkMzY5NWM2NTE4YSJ9.KGfXmqWqJfiCrGWyINhKvx6TQk5DJB4Gq4__FTOCmWI" class="fr-fic fr-fil fr-dib" width="913" style="width: 915px; height: 457.779px;" height="458"></p><p><strong><span style="font-size: 10pt;">Fig 7. /Newtab page</span></strong></p><p><br></p><p>The new tab location can be set globally under Configuration > Advanced Settings. </p><p><br></p><p>From v2.248+ it can be set per agent under the Agent's preferences. </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc2YTAxOTI3LWM2Y2QtNDk3NS1iZDc4LTc4NzI3ZjQ2NjJjOSJ9.n6ZUaBWbgtgbHtw8GT7C104ppog2P1QIs9twKtWzPlM" class="fr-fic fr-fil fr-dib" width="455" style="width: 457px; height: 536.045px;" height="536"></strong></p><p><strong><span style="font-size: 10pt;">Fig 8. New tab location for agent</span></strong></p><p><strong><br></strong></p><p>If set against the agent, this will override the globally set path for this agent. </p><p><br></p><p><strong><span style="font-size: 14pt;">Set Links and pop-outs to Open in a New Halo Tab</span></strong></p><p>Defaults can be set for how you wish the multiple tabs to function in Configuration > Advanced Settings > Appearance, or in the Preferences tab of the agent profile.</p><p><br></p><p>The first option is the list preview mode default.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEzZjY4NTc2LWE0NzktNGFkZC04M2IwLTA2NGYyOTU5NmY1YiJ9.pSoGG8eOamgLazhDrc5OXbm4x7Jo2EveFGsZ2Dhw-5c" class="fr-fic fr-fil fr-dib" width="465" height="74"></p><p><strong><span style="font-size: 10pt;">Fig 9. List preview mode default for multiple tabs</span></strong></p><p><br></p><p>If set to "Open in a new Halo Tab", when opening something from a list (i.e. a ticket, an asset), it will open the ticket in a new Halo tab automatically.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBiMTVkZDNkLWE2ZjItNDM5Ni1hOGVjLWQzZGU1YTJmYTI4MiJ9.fropWKndJjnozj0I9BDY-kDkC5cJFd2ytQB7p2HEXM4" class="fr-fic fr-fil fr-dib" width="1207" style="width: 1209px; height: 263.991px;" height="264"></p><p><strong><span style="font-size: 10pt;">Fig 10. List opening in a new Halo tab</span></strong></p><p><br></p><p>The second option is the popout display default.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImViNjU0N2I0LWJmMTYtNDUyYy1hMzMwLTNhNTk4MjM1Y2VlMCJ9.rNs6xGBnsJzRVyixpRxs5-gKUMJj_Q8jBBauHsTPAes" class="fr-fic fr-fil fr-dib" width="477" height="71"></p><p><strong><span style="font-size: 10pt;">Fig 11. Popout display default for multiple tabs</span></strong></p><p><br></p><p>Setting this to "Open in a new Halo tab" will mean that any existing functionality that would previously open in a new browser tab or modal window, will now open in a new Halo tab instead. For instance, right clicking on a module in the navigation menu will open it in a new Halo tab instead of a new browser tab.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYyODVjZmIxLWY3MTQtNDlkZC05ZWUxLTJmZDJlYTE3OTZhMCJ9.ncP0F0c9Zlubs2BNNlfgQJJlkUjuHwGpowbEjUFYNds" class="fr-fic fr-fil fr-dib" width="174" height="83"></p><p><strong><span style="font-size: 10pt;">Fig 12. Right click > Open in a new tab</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Using Multiple Tabs</span></strong></p><p><strong><span style="font-size: 12pt;">Opening Tabs</span></strong></p><p>To add a new tab, click the plus (+) icon on the side of the last tab in the row.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhYzU4YWZkLTNlYzAtNGY2Ny05NWI2LTE5NGYxZGNhODUzNCJ9.mVz3dqJdkX30cpmrbPU1u2cuSujM9mHFfCUSX6DxK4A" class="fr-fic fr-fil fr-dib" width="314" height="42"></p><p><strong><span style="font-size: 10pt;">Fig 13. Adding a new tab</span></strong></p><p><br></p><p>You will then be taken to the area of Halo you set as your 'New tab location'.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVmYzQ0NzYwLWIxMTItNDk0OS04NjQxLTZkMzY5NWM2NTE4YSJ9.KGfXmqWqJfiCrGWyINhKvx6TQk5DJB4Gq4__FTOCmWI" width="913" height="458" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 915px; height: 457.779px; max-width: none !important;" data-pasted="true" class="fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 14. New tab</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Side Pane</span></strong></p><p>If opening any of the side panes in the top right corner, such as the Notifications pane, switching tabs will still show the pane at the side of each screen you change to (until it is closed).</p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNkMDYzMmJhLTcwM2MtNDJlYy04MmY2LWRjZWUwYTJjNGRiYyJ9.kjbcakwKye5EoVrW41BzoGCRYe2IvPGfgzYpegxrGrA" width="1219" height="348" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1221px; height: 348.402px; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"><strong><span style="font-size: 10pt;">Fig 15. Side pane</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Closing Tabs</span></strong></p><p>To close a tab, hover over it and click the cross (X) that appears. If you close a tab you are currently viewing, you will automatically switch to the one before or after it.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI3NzA0OTZiLTk3MzAtNDRkNS05YjExLTJmOWEyYTA0NjBhMCJ9.TrA8sd4ZLzKsoPRmX6DAU10MBeVdB3Q38IS7Zf4dqlA" class="fr-fic fr-fil fr-dib" width="281" style="width: 283px; height: 44.6842px;" height="45"></p><p><strong><span style="font-size: 10pt;">Fig 16. Closing a tab</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Duplicating/Closing Tabs</span></strong></p><p>You can right click on a tab to show the option to either duplicate or close it. This will create a new tab in the same area of Halo that can then be clicked on.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU1MzIzMjZjLWNmNzMtNDVhNC04NDQwLThiM2JkNWNkYTE5OSJ9.Wpe3aOT198BTgibjqLwrDVd9bvp-yCHV_d7HHzNkrEM" class="fr-fic fr-fil fr-dib" width="421" style="width: 423px; height: 111.99px;" height="112"></p><p><strong><span style="font-size: 10pt;">Fig 17. Duplicating a tab</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Shortcuts</span></strong></p><p>When viewing an area of Halo that has sub-areas (like Configuration), you can hover over the area and click this to navigate to that area.</p><p><br></p><p>i.e. When viewing Advanced Settings, you can click Configuration to go back to the main configuration menu.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkwYjE3MmZmLWZmYzMtNDdkMS1iOTljLTExYjUwOGQwNzg4NyJ9.kOELcHd_WH1e8nMXTcrLX5oqIZ5mhCnmiARTD_1ueeU" class="fr-fic fr-fil fr-dib" width="282" style="width: 284px; height: 44.2215px;" height="44"></p><p><strong><span style="font-size: 10pt;">Fig 18. Shortcut link in the tab</span></strong></p><p><br></p>
