3CX Integration Methods

In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]

Call Pop-Up for Microsoft Teams

In this guide we will cover:– Configuring Teams to Launch the Halo Call Screen This guide takes you through how to configure Microsoft Teams to launch the Halo call screen when answering inbound calls from Teams. Turn the option on in Teams Admin Centre. Voice > Calling Policies > select relevant policy/policies > “URL to open […]

Call Management in Halo

                                                                                                                                                               In this guide we will cover: – What is Call Management Used for?  – Logging a Call Manually – Adding and Creating Scripts – Integrating with Calling Software Associated Administrator Guides:  General Settings Call Scripts What is Call Management Used for? Primarily this feature is used when you have Agents answering the […]

Email to SMS

In this guide we will cover: – Compatible Email to SMS Providers – SMS Settings – Setting up an Action to send SMS – Sending SMS to Service Users Admin Guides: SMS Settings Compatible Email to SMS Providers HaloPSA will work with most Email to SMS providers as they follow a similar method for converting […]

IPECS Integration

In this guide we will cover: – Enabling Call Management – Connecting IPECS Enabling Call Management First, we want to ensure that your Call Management module is enabled.  To do this, head to the Configuration > Channels > Call Management. Fig 1. Call Management module. If it is enabled, it will be coloured and if […]