Creating A New Form

To create a new form, first head to: 'Administration Console' > 'Processes' > 'Forms' > 'Ticket Types'. Here you'll be presented with a list of your existing ticket types, whether these are ones you/ your HaloCRM consultant has built, or our out-of-the-box default ticket types. To create a new one, press 'new' in the top […]

Sage Intacct Integration

In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency  – Syncing Invoices, Credit Notes, Bills, Purchase Orders, and Sales Orders – Syncing Projects (v2.224.1+) – Syncing with Sage Intacct  – Integrating […]

Importing Data Into HaloCRM

The best place to start before completing any imports, is with a template spreadsheet to gauge the information needed for the given import. You can download our example spreadsheets here. Each spreadsheet has a set of instructions with how to import the data and outlines any actions that need to be completed. If you do […]

Snow Integration

In this guide we will cover: – What is the Snow Integration? – Connecting to Snow – Customers – Assets – Software Licences – Syncing What is the Snow Integration? On-Prem instances of Snow can be integrated with Halo to import and manage assets. The integration will work for both internal and publicly accessible instances […]

Workflows

This documents guides you on what a workflow is, how to use one and how to create and modify them on Halo. A workflow, as the name suggests, is the flow in which something works. In this case, it is the flow of a ticket. I.e. the journey from start to end. Some workflows are […]

Custom Fields – Field Types

A guide to explain the different types of fields you can create when making custom fields.  When creating custom fields on HaloCRM, whether it is for forms, customers, tables etc,  each new field must have a field type assigned to it. Currently, there are 9 different field types can get be created. Text: A short line […]

Organisation Basics

How to get started with setting-up your organisation To set up your organisation, first head to the configuration page. Once here, you can go straight into the 'organisation' module. You'll then be presented with the option to use multi-brand, which means you can have several brands on one HaloCRM. We'll come back to this later! […]

Customising your Ticket View

How to change the way that tickets are displayed in your Halo using columns, lists and views. There a multiple ways to customise the way you view tickets.   Changing your View First, click into your ticket area. In the pane on the left hand side, select the heading that is under the search bar, […]

Mail Campaigns

In this guide we will cover:  – What are Mail Campaigns? – Enabling Mail Campaigns – Creating a Campaign – Blast and Nurture Campaigns – Using Metrics – History – Allow Users to Unsubscribe from Mail Campaigns – Cancelling/Completing Campaigns – Sending Test Emails – Example Nurture Campaign  – Creating a Mail Campaign from a ticket (v2.234.1+) […]

Agent Availability

Agent statuses show an agent's availability at any given moment. They are used to determine whether agents should be included or excluded from 'load balancing' and 'round robin' auto-assignments. They also trigger warnings to other agents – e.g. If someone tried to re-assign a ticket to an agent with their status set to 'Out of […]