Atera RMM Integration

In this guide we will cover: – What is the Atera RMM Integration? – Connecting to Atera – Importing Customers – Import Assets – Import Assets and Customer data automatically – Alerting What is the Atera RMM Integration?  This integration allows you to import customer and devices (assets) from Atera RMM into Halo, as well […]

Live Chat Functionality

How to use the live chat functionality in Halo. The live chat functionality means that agents can communicate with contacts in real-time. The live chat can be embedded into your own website as well as being available on Halo's self-service portal. We have added optional, out-of-the-box automations to the live chat so that some enquiries […]

Okta Integration

In this guide we will cover: – What is the Okta Integration? – Creating a Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO What is the Okta Integration? The Okta integration can be used to map Okta groups to Halo users/agents […]

Call Pop-Up for Microsoft Teams

In this guide we will cover: – Configuring the Teams Admin Centre – Configuring each User Admin Guides: General Settings (Call Management) Related Guides: Call Management Microsoft Teams Integration This guide takes you through how to configure Microsoft Teams to launch the Halo call screen when answering inbound calls from Teams. Configuring the Teams Admin […]

PowerShell Integration

In this guide we will cover: – What is the PowerShell Integration? – PowerShell Configuration – Configuring Halo with PowerShell – Triggering the Script What is the PowerShell Integration? PowerShell can be integrated with Halo to run scripts based on Halo events. PowerShell Configuration This section outlines the configuration that needs to be complete in […]

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: – What is Embedding the self-service Portal into Microsoft Teams? – Part 1 – Embed your Halo Portal into Teams – Part 2 – Configure Automatic Sign in – Error Troubleshooting What is Embedding the self-service Portal into Microsoft Teams? Embedding your Halo self-service portal into Microsoft Teams allows […]

Release Notes

In this guide we will cover: – Finding the Release Notes Area – Mobile Specific Releases – 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 […]

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 […]