Sage 50 Canada Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your Halo instance using the Halo API. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip Setting up the Integration […]

Setting Up Multi-Brand In HaloCRM

How to set up multi-brand on your HaloCRM and have multiple brands on one instance.  Setting up multi-brand on HaloCRM is simple. There are a few easy steps you can follow and you'll be up and running in no time.  First, head to Configuration > Organisation. Once here, tick 'Enable Multiple Brands'.  Now, press 'Configure […]

Agent Ticket Views

By setting up agent views, you can give agents the ability to filter what they see while on Halo. Whether they only want to focus on their own tickets, or they need to help a colleague with theirs – agent views make it easy to organise agent workload. Halo agents can change their ticket views […]

Departments and Teams

To access Departments & Teams, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and click 'Configure My Organisation'. From here, select the 'Departments' tab and you'll see the following screen. Some have already been created in the example below, but we will walk through how to add […]

Sending Requests Across 2 Instances

In this guide we will cover:  – Setting up the Suppliers Module – Configuring the API Access Following v2.184+ this functionality as been enhanced. If you are on a version on or above this see our guide Syncing Tickets Between Instances.  It is possible to send requests across two instances when the HaloCRM -> HaloITSM […]

ServiceNow Webhooks

In this guide we will cover: – How to set up Webhooks used with the ServiceNow integration ServiceNow webhooks allow you to have tickets in Halo create automatically when incidents, change requests, service requests, change requests and problem tickets are raised in ServiceNow. They also allow work notes and additional comments added to the tickets […]

Remote Support

If your company requires remote support at times, you can set this up in Halo to send out invites and store access information. Halo supports a range of remote support integrations – which you can see below. To enable one, go to the 'Administration Console' > 'Workspace' > 'Integrations' > 'Remote Support'. Hover over it […]

RingCentral Integration

In this guide we will cover: – What is the RingCentral Integration? – Enabling Call Management  – Connecting RingCentral What is the RingCentral Integration? RingCentral can be integrated with Halo to display the call screen when a call is received from RingCentral. Enabling Call Management First, ensure that your Call Management module is enabled. Head […]

Enabling Contact Closure Confirmation

Sometimes, agents might have closed a ticket before your contact was happy with the response or resolution they've been given. To avoid this, HaloCRM has a contact closure option so that tickets will only be closed if the contact is satisfied.    To enable this, head to the 'Administration Console' > 'Processes' > 'Forms' > […]

Adding Agent Signatures

If you'd like to have your own personal agent signature applied to emails, you can do this automatically by following the steps in this guide. (PLEASE NOTE: For email template changes, you may need to ask your HaloCRM administrator).  To add an agent signature to your account, click on your icon in the top righthand corner […]