Reviewing Recurring Invoice Lines
In this guide we will cover: – What are Recurring Invoice Reviews? – How to Mark Recurring Invoice Lines as Requiring Review – Reviewing Lines What are Recurring Invoice Reviews? Recurring Invoice Reviews allow you to prevent invoices from being generated from a recurring invoices until selected lines of the recurring invoice have been reviewed. Useful […]
Mail Campaign flows
In this guide we will cover: – What are Mail Campaign flows? – Creating a Campaign flow – Step Types – Flow sequence Admin Guides: Mail Campaigns Related Guides: Mail Campaigns Mail Campaigns and Distribution Lists What are Mail Campaign flows? Available from v2.236+, Mail Campaign flows are a configuration method which allows Mail Campaigns […]
API Applications with Organisation access
Enable Multi-tenancy so that you can create multiple organizations Create departments within the organizations. These departments will be assigned to your API Agents. Create an Agent and enable the setting for "Is API Agent", then assign them access to a department from the correct organization Go to the customer records that should be part of […]
Custom Buttons
In this guide we will cover: – The benefits of using custom buttons and tabs – How to create a custom button – Create Custom buttons via the API Admin Guides: Custom Buttons Related Guides: Asset Custom Buttons The Benefits of using Custom Buttons and Tabs This video By Connor from Renada, goes over the […]
Security Questions
In this guide we will cover: – What are Security Questions – Setting up Security Questions – Setting answers to Security Questions – Using Security Questions on a call Admin Guides: Security Questions Related Guides: Call Management The functionality outlined in this guide is available from v2.236+. What are Security Questions Security Questions allow an […]
Searching the Knowledge Base
In this guide we will cover: – How to Search for Articles – Which Elements of the Article are Checked as part of a Search? – Improve Search Using Meta Words – Search using Article IDs – Force an FAQ list to be Chosen before Returning Articles in the Search – Filtering and searching on […]
Start to Finish: Organisation Structure
In this guide we will cover: – Creating Organisation(s) – Creating Departments – Creating and assign Teams – Creating Agents – Creating and assigning Roles Admin Guides: Organisation Details Related Guides: Departments Organisations Roles Teams What is an Organisation? An Organisation represents your business, and stores key details such as the name and address. It […]
Active Directory Integration (LDAP)
In this guide we will cover: – Setting Up A New Connection The Details Tab Field Mappings Agent/User Mappings CAB Mappings New User Onboarding Imports – Running the Sync – Helpful Information Fields Child Domains Halo's integration with Active Directory (AD) allows you to configure an LDAP connection for syncing Agents and Users from AD into […]
Allow Users to Update their own Details from the Portal
In this guide we will cover: – Allow Users to Update system User fields – Allow Users to Update Custom Fields – Editing Fields in the Portal From v2.228+ you can allow users to update their own user details from the self service portal. Making it easier for users to keep their details up […]
Intermedia Contact Centre Integration
In this guide we will cover: – What is the Intermedia Contact Centre Integration? – Obtain Connection Details – Create Webhook in Intermedia – Enable Intermedia for each Agent – Integration settings – User Matching – Tracking Calls What is the Intermedia Contact Centre Integration? The Intermedia Contact Centre Integration allows you to manage and […]