Okta Integration
In this guide we will cover: – Creating an Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO The Okta integration can be used to map Okta groups to Halo users/agents and their relevant roles, as well as allow them to log […]
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 […]
PowerShell Integration
In this guide we will cover: – PowerShell Configuration – Configuring Halo with PowerShell – Triggering the Script PowerShell Configuration This section outlines the configuration that needs to be complete in your PowerShell instance to make integration with Halo possible. Script Writing First you will need to write your PowerShell scripts and make these accessible […]
Action Button Configuration
Actions are a powerful component of Halo, designed for all the ways your employees want to work. Actions allow you to create customisable buttons on your tickets and let you define what happens when you click them. This flexible functionality gives you the ability to mould Halo around your business processes. Action buttons can be […]
Embedding your Halo Self-Service Portal into Microsoft Teams
In this guide we will cover: – Creating a Teams App This guide details how to embed your Halo Self-Service portal into Microsoft Teams. Creating a Teams App In order to embed your Halo portal in Microsoft Teams, you will need to create a Microsoft Teams app for it. There are a few steps needed […]
Release Notes
In this guide we will cover: – Finding the Release Notes Area – Searching for Release Notes – Version Explanations – Release Cycle Finding the Release Notes Area In the top right hand corner, find the question mark icon. Fig 1. Help area Click the Show Release Details link shown in Fig 2. Note: If […]
Troubleshooting Issues with CNAME DNS Records
Common Errors Further Assistance Common Errors AWS certificates expire within 3 days of being requested so set the records as soon as possible. If it has been more than 3 days, please update the same ticket with this information. The value field in your CAA record must contain one of the following domain names: amazon.com […]
Self Service Portal Features
Features of the HaloCRM Self Service Portal, what they do and how to use them. The HaloCRM portal is designed to be easy to use. Here you can log tickets and requests, view existing ones and also browse any help articles that may be useful to you. Here we have an overview of the HaloCRM […]
Sage Canada 2023
The link below returns a version of the Accounts Integrator that should work for Sage Canada 2023. This will not work for any previous version of Sage Canada – other account platforms should be fine. https://s3.nethelpdesk.com/ftp/HaloAccountIntegratorSageCA2023.zip
Enabling Reference Tokens
Enabling reference tokens in the Halo API allows sessions and tokens to be stored in the database. Each API call will check the token is still valid in the database. Enable Reference Tokens in the Halo API and Auth server by setting "UseReferenceTokens": true Inside both the API and Auth appsettings.json. Activating this will invalidate […]
