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Ticket XLS template fields
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<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><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><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><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><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><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><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; } </style><style> p { margin: 0; font-family: "Poppins", sans-serif, "Roboto"; } 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; } .styled-table thead tr th:first-child { width: 28em; min-width: 28em; max-width: 28em; word-break: break-word; } .styled-table thead tr th:nth-child(2) { width: 8em; min-width: 8em; max-width: 8em; word-break: break-word; } .styled-table thead tr th:nth-child(3) { width: 8em; min-width: 8em; max-width: 8em; word-break: break-word; } .styled-table thead tr th:nth-child(4) { width: 8em; min-width: 8em; max-width: 8em; word-break: break-word; } .styled-table thead tr th:nth-child(5) { width: 8em; min-width: 8em; max-width: 8em; word-break: break-word; } .styled-table { border-radius: 5px;border-collapse: collapse; margin: 25px 0; font-size: 1rem; font-family: "Poppins", sans-serif, "Roboto"; width: 100%; box-shadow: 0 0 20px rgba(0, 0, 0, 0.15); } .styled-table thead tr { text-align: left;border-radius: 5px; } .styled-table th { border-radius: 5px; padding: 12px 15px; } .styled-table td { padding: 12px 15px; } .styled-table tbody tr { border-bottom: 1px solid #dddddd; } .styled-table tbody tr:nth-of-type(even) { background-color: #fafafa; } .styled-table tbody tr:last-of-type { border-bottom: 2px solid $orcolor; } </style><p><span style="font-size: 14pt;"><strong>Ticket XLS template fields&nbsp;</strong></span></p><table class="styled-table grid" style="width: 100%; height: 1619px;"><colgroup><col style="width: 26.971%;"></colgroup> <colgroup><col style="width: 35.6017%;"></colgroup> <colgroup><col style="width: 37.4274%;"></colgroup><tbody><tr style="height: 51px;"><td style="text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Column Header</span></strong><br></td><td style="text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Halo Field name</span></strong></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Location in Halo</span></strong></td></tr><tr style="height: 70px;"><td id="name">RequestID<br></td><td>Ticket ID&nbsp;</td><td style="text-align: left;">Automatically set upon creation of a Ticket. When left blank in the spreadsheet this will automatically populate with the next ID sequentially based on the existing Ticket IDs. &nbsp;</td></tr><tr style="height: 70px;"><td>ClientName<br></td><td>End-User details</td><td style="text-align: left;">Details tab of a Ticket. In the import spreadsheet this should be the name of the Client. In Halo this will show as User/Client/Site. This will be the Client the Ticket is stored against.<br></td></tr><tr style="height: 70px;"><td>SiteName<br></td><td><p data-pasted="true">End-User details</p></td><td style="text-align: left;">Details tab of a Ticket. In the import spreadsheet this should be the name of the Site. In Halo this will show as User/Client/Site. This will be the Site the Ticket is stored against.<br></td></tr><tr style="height: 70px;"><td>Username<br></td><td><p data-pasted="true">End-User details</p></td><td style="text-align: left;">Details tab of a Ticket. In the import spreadsheet this should be the name of the User of the Ticket. In Halo this will show as User/Client/Site. this will be the End-User of the Ticket.<br></td></tr><tr style="height: 47px;"><td>Summary<br></td><td>Summary&nbsp;</td><td style="text-align: left;">Details tab of a Ticket. This is the short description of the Ticket.</td></tr><tr style="height: 70px;"><td>Details<br></td><td>Details&nbsp;</td><td style="text-align: left;">Details tab of a Ticket. This is the main body of the Ticket. When imported this will show as the opening Action.<br></td></tr><tr style="height: 70px;"><td>Category<br></td><td>Category 1<br></td><td style="text-align: left;">The location and name of this field varies depending on your configuration. This is a categorisation category for your Ticket.&nbsp;<br></td></tr><tr style="height: 70px;"><td>Category2<br></td><td>Category 2<br></td><td style="text-align: left;">The location and name of this field varies depending on your configuration. This is a categorisation field for your Ticket.&nbsp;<br></td></tr><tr style="height: 70px;"><td>Category3<br></td><td>Category 3<br></td><td style="text-align: left;">The location and name of this field varies depending on your configuration. This is a categorisation field for your Ticket.&nbsp;<br></td></tr><tr style="height: 70px;"><td>Category4<br></td><td><p data-pasted="true">Category 4</p></td><td style="text-align: left;">The location and name of this field varies depending on your configuration. This is a categorisation field for your Ticket.&nbsp;<br></td></tr><tr style="height: 47px;"><td>Status<br></td><td><p data-pasted="true">Status</p></td><td style="text-align: left;">Details tab of a Ticket (Ticket information). Determines the current status of the Ticket.&nbsp;<br></td></tr><tr style="height: 70px;"><td>AssignedTo<br></td><td><p data-pasted="true">Team/Assigned Agent</p></td><td style="text-align: left;">Details tab of a Ticket (Ticket information). Determines the Agent assigned the Ticket. In Halo this will show as Agent/Team.<br></td></tr><tr style="height: 70px;"><td>Team</td><td>Team/Assigned Agent<br></td><td style="text-align: left;">Details tab of a Ticket (Ticket information). Determines the Team assigned the Ticket. In Halo this will show as Agent/Team.<br></td></tr><tr style="height: 70px;"><td>RequestType</td><td>Ticket Type</td><td style="text-align: left;">Details tab of a Ticket. Typically determined when logging a Ticket depending on Area, source, or chosen value.&nbsp;</td></tr><tr style="height: 70px;"><td>SLA</td><td>Service Level Agreement<br></td><td style="text-align: left;">Details tab of a Ticket (Ticket information). Typically applied via a Ticket Rule to inform the expected response and resolution target for the Ticket.&nbsp;<br></td></tr><tr style="height: 70px;"><td>Priority<br></td><td>Priority<br></td><td style="text-align: left;">Details tab of a Ticket (Ticket information) as part of the SLA. Typically applied via a Ticket Rule to inform the expected response and resolution target for the Ticket.&nbsp;<br></td></tr><tr style="height: 47px;"><td>OpportunityEmailAddress</td><td><p data-pasted="true">Email Address</p></td><td style="text-align: left;">Details tab of a Sales Ticket. This is the Contact&#39;s Email Address.<br></td></tr><tr style="height: 70px;"><td>OpportunityAddress1<br></td><td><p data-pasted="true">Address Line 1</p></td><td style="text-align: left;">Details tab of a Sales Ticket. Shows as part of the Contact Address, and is set to the 1st Line of their Address.&nbsp;<br></td></tr><tr style="height: 70px;"><td>OpportunityAddress2<br></td><td><p data-pasted="true">Address Line 2</p></td><td style="text-align: left;">Details tab of a Sales Ticket. Shows as part of the Contact Address, and is set to the 2nd Line of their Address.&nbsp;<br></td></tr><tr style="height: 70px;"><td>OpportunityAddress3<br></td><td><p data-pasted="true">Address Line 3</p></td><td style="text-align: left;">Details tab of a Sales Ticket. Shows as part of the Contact Address, and is set to the 3rd Line of their Address.&nbsp;<br></td></tr><tr style="height: 70px;"><td>OpportunityAddress4<br></td><td><p data-pasted="true">Address Line 4</p></td><td style="text-align: left;">Details tab of a Sales Ticket. Shows as part of the Contact Address, and is set to the 4th Line of their Address.&nbsp;<br></td></tr><tr style="height: 70px;"><td>OpportunityPostCode<br></td><td>Post/Zip Code</td><td style="text-align: left;">Details tab of a Sales Ticket. Shows as part of the Contact Address, and is set to their Postcode/Zip Code.<br></td></tr><tr style="height: 47px;"><td>OpportunityValue<br></td><td><p data-pasted="true">Potential Value</p></td><td style="text-align: left;">Details tab of a Sales Ticket. Used to predict the monetary value of a potential Client.&nbsp;</td></tr><tr style="height: 47px;"><td>OpportunityConversionProbability<br></td><td>Conversion Probability<br></td><td style="text-align: left;">Details tab of a Sales Ticket. This is often tied to an Action such as &quot;Qualify&quot;. Used to predict the likelihood of a potential Client becoming an official Client.&nbsp;&nbsp;<br></td></tr></tbody></table><p><br></p>
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