Pipeline Stages

In this guide we will cover: – Enabling the Pipeline Feature – Linking Workflow Steps to Pipeline Stages – Pipeline Stage on an Opportunity Ticket – Pipeline Stage in Lists – Grouping by Pipeline Stage on Column Profiles – Ticket Rules from Pipeline Stages – Restricting Pipeline Stages Admin Guides: Sales General Settings Sales Views […]

Microsoft Teams Call pop setup

Microsoft Teams can display a pop-up window during a PSTN inbound call To activate it, in Teams Admin Center under the menu Voice > Calling Policies.  This will allow you to display useful information to your users who receive calls from your customers.  The URL to use can be found in the Halo Configuation > Call Management > General Settings and is similar […]

ServiceNow Webhooks

In this guide we will cover: – How to set up Webhooks used with the ServiceNow integration ServiceNow webhooks allow you to have tickets in Halo create automatically when incidents, change requests, service requests, change requests and problem tickets are raised in ServiceNow. They also allow work notes and additional comments added to the tickets […]

Ticket Groups

In this guide we will cover: – Use Case – Configuring Groups – Setting Agent/Role Restrictions Admin Guides:  Tickets General Settings Agents Ticket Types Use Case Ticket types can be grouped, which has a great use case for delegating ticket type access on roles. Now if there are new ticket types added to your halo, […]

SCOM Integration

In this guide we will cover: – What is the SCOM Integration? – Enabling the Integration – SCOM Configuration – Halo Configuration – Resolving Alerts in SCOM Related Guides: Email Rules SCCM Integration What is the SCOM Integration? SCOM can be integrated with Halo to create and resolve alerts. Enabling the Integration To enable the […]

Milestones

In this guide we will cover: – Milestones Tab – Options When Adding Milestones – Dependencies – Locked Tasks and Filtering by Milestone – Configuring a Column Profile for Milestones – Updating Milestones via Project Management General Settings – Link the Child to a Milestone When Creating a Child Ticket from a Project – Adding […]

Receiving Stock for Serialised Products & Delivering to the Customer

In this guide we will cover: – An Example of How to Update Stock Quantity – Marking a Site as a Stock Location – Asset Matching Field – Asset Serialisation Field – Example – Adding Assets at the point of Receiving Stock – Only receive stock once SKU has been validated – Delivering Your Stock – […]

Bulk Applying Billing Templates

In this guide we will cover: – What are Billing Templates? – How to Bulk Apply Billing Templates to Customers Related Guides: Billing Templates What are Billing Templates? Billing Templates are used to easily apply a set of billing rules to multiple customers. If you have multiple customers that follow the same billing rules a […]

Agent Resource Booking

In this guide we will cover: – Agent Resource Booking Configuration – Ticket Type Configuration – Resource Booking via the Self-Service Portal – Linking to the Resource Booking screen via an Email Agent resource booking allows your technicians to send links to Customers directly & allows Customers to find a suitable time to book an […]

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: