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Introducing ARR Milestones. When we grow, you save.

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Introducing ARR Milestones. When we grow, you save.

What's the catch?

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FAQ List: HaloCRM Guides

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 […]

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 

PagerDuty Integration

In this guide we will cover: – What is the PagerDuty Integration? – How to set up the PagerDuty integration  What is the PagerDuty Integration? PagerDuty can be integrated with your Halo instance to have incidents sync between PagerDuty and Halo. This integration syncs two-way so updates in Halo will sync over to PagerDuty and […]

Multiple Portals with Different Branding in HaloCRM (Hosted)

If you would like multiple customer portals set up on your HaloCRM instance, you will need to get in touch with our team. Either contact support, your Customer Success Manager or your implementation consultant to make a request. Following that request, the steps you will be asked to carry out go as follows: If using […]

Shopify Integration

In this guide we will cover: – What is the Shopify Integration? – Enabling the Module – Generating a Shopify Access Token (Legacy) – Connecting Shopify using the Dev Dashboard (v2.234+) – Connecting Shopify in Halo What is the Shopify Integration? The Shopify integration will allow you to import your Shopify Customers as Contacts or […]

IPECS Integration

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

Locate your Facebook Business Manager ID (FB BM ID)

A Facebook Business account is not the Facebook page. The Facebook Business Manager ID ("FB BM ID") will be needed when submitting the request for WhatsApp access, as it is used by WhatsApp to identify your business. If you don't already have a Facebook Business Manager account, you must create one at business.facebook.com. If you […]