Azure Key Vault Integration

In this guide we will cover: – What is the Azure Key Vault Integration? – Create tickets in Halo when keys, secrets, and certificates have new versions, nearing expiry, or have expired – Store Passwords using Azure Key Vault What is the Azure Key Vault Integration? The Azure Key Vault integration allows you to use […]

N-Able Take Control Integration

In this guide we will cover: – What is the N-Able Take Control Integration?  – N-Able RMM – Take Control Viewer – Configuring the Module – Using the Integration What is the N-Able Take Control Integration? N-Able Take Control can be integrated with Halo to allow remote support from an asset within Halo. N-Able RMM […]

Ticket/Client Areas

In this guide we will cover: – What are Ticket Areas? – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Override the Screen Layout Profile Per Customer – Split Customer Level Tickets Tab Per Ticket Area – Option to Pin the Details Tab to the […]

Bvoip Integration

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

Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.

When you encounter the following error with Gmail SMTP: Log into the gmail account. Click manage your google account Click Security (safety if translated from another language) Click access less secure apps  Click allow less secure apps on   Run a new test for the mail box and you should get the following:

Using the Halo API

In this guide we will cover: – Navigating to the API Configuration – Creating an Application – Examples Navigating to the API Configuration Go to Configuration > Integrations > Halo API. Here you will see the Resource Server URL, Authorisation Server URL, and your Tenant name (if applicable). Fig 1. API configuration. Creating an Application […]

8×8 Integration

In this guide we will cover: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]

LogMeIn Rescue Integration

In this guide we will cover: – What is the LogMeIn Rescue Integration? – Configuring the Integration – Channels – Sending Invites – Linking Sessions – Webhooks to send remote session data back into Halo What is the LogMeIn Rescue Integration? The LogMeIn Rescue integration can be used to remotely access devices. Users can request […]

Using “Drag and Drop”

How to use the "Drag and Drop" functionality throughout the Halo web-app. Drag and Drop The drag and drop functionality makes re-assigning tickets quick and easy. When viewing a ticket screen such as the one below, click and hold the left mouse whilst moving to drag and drop the ticket over an agent's name or […]

The Activity Feed

In this guide we will cover: – What is the Activity Feed  – Changing the Default Feed – Agent Specific activity What is the Activity Feed  The activity feed can be a useful management tool, as it gives easy visibility of actions you, or other agents have performed recently. The feed can be accessed from […]