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   Users can be allowed to update their own user details from the self service portal. Making it easier for users to keep their details up to date […]

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 […]

Triggering Mail Campaigns From Opportunities

This guide will cover: – Automatically Adding Opportunity Contacts to Distribution Lists – Triggering A Mail Campaign From An Opportunity Setting The End Of A Mail Campaign To Update The Relevant Opportunity With the dynamic members list functionality within distribution lists, you are able to have users and prospects added and removed from your distribution […]

A Break down of the Automated Statement of Work Generation & AI Project task Creation

In this guide we will cover: – Automated SoW Creation – The Breakdown – AI Project Task Creation – The Breakdown The statement of work against your opportunity tickets in Halo can now be generated automatically based on the services you are quoting the customer for.  If the opportunity is for a project, you can […]

Cc and Bcc Email Configuration

In this guide we will cover: – Configuration that adds Cc to an Email – Configuration that adds Bcc to an Email Emails sent from Halo can draw Cc or Bcc addresses from various areas in the system. This guide covers the most commonly used. Emails from a Ticket The following configuration options can add […]

Start to Finish: Project Dashboards

In this guide we will cover: – Tracking Projects – Creating a Company-Wide Dashboard – Creating an Individual Project Dashboard  – Creating a Ticket List Dashboard – Report Examples – Widget Formatting Related Guides: Adding Dashboards to Custom Tabs  Charts and Graphs in Reports How to Use Custom CSS and HTML on Halo Reports Tracking […]