Quoter Integration
The Quoter integration has recently changed, meaning the alternative (new) setup is mainly on the Quoter side. If your opportunity/sales process is achieved via Quoter, use Quoter's new method. If your opportunity/sales process is handled within Halo, the best option is to use the pre-existing configuration for Quoter (Halo's method). Both integration methods are listed […]
Add Attachments to Child Tickets from Parent Tickets
In this guide we will cover: – Copy Attachments from Parent to Child Tickets Copy Attachments from Parent to Child Tickets If you would like to copy attachments from a parent to a child ticket you can use the setting at the ticket type level displayed below Configuration > Tickets > Ticket Types > Details: […]
Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
In this guide we will cover: – Setting up Anonymous Ticket Logging Setting up Anonymous Ticket Logging You can allow users to log requests anonymously (without authentication to the portal) for certain ticket types in the following way. The form can be accessed via a link or can be embedded on a website by adding […]
SolarWinds Orion Integration
In this guide we will cover: – What SolarWinds Orion Integration? – Prerequisites – Configuring the Integration – Receiving Alerts – Updating Alerts in SolarWinds Orion Related Guides: Halo Integrator What SolarWinds Orion Integration? SolarWinds Orion can be integrated with Halo to create alert tickets that can be assigned to a certain agent and team, […]
Twilio for SMS Integration
In this guide we will cover: – What is the Twilio for SMS Integration? – Retrieving Twillio SMS Details – Connecting Twillio – Sending SMS What is the Twilio for SMS Integration? The Twillio for SMS integration can be used to send SMS with templates in Halo. Note: Twilio Trial accounts cannot be used for […]
Creating Quotations
In this guide we will cover: – Raising a Quotation – Raising from an Opportunity – Raising Stand-Alone Quotations – Building the Quotation – Product Bundles/Groups – Editing the Quotation – Etilize Integration – Sending the Quotation Associated Admin Guide: Quotations Raising a Quotation Quotations can either be raised as a stand-alone Quotation or as […]
Adobe Acrobat Sign Integration
In this guide we will cover: – What is the Adobe Acrobat Sign Integration? – Connecting Halo to Adobe Acrobat Sign – Sending Quotes Back into Halo – Signing a Quote in Adobe Acrobat Sign What is the Adobe Acrobat Sign Integration? The Adobe Acrobat Sign Integration can be used for signing quotations created in […]
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 […]
Appointments
In this guide we will cover: – Creating Appointments – Different Appointment System Uses On Actions – Appointment Creation Screen – Create From Calendar Screen – Creating a MS Teams Meeting from a Halo Appointment Associated Admin Guides: Appointment Types Exchange Calendars Calendars/ Appointments General Settings Halo provides the ability to have agents create appointments in […]
Jira Service Management Integration
In this guide we will cover: – What is the Jira Service Management Integration? – Enabling the Module – Connecting to Jira Service Management – Syncing to Jira Service Management – Syncing Back to Halo (Webhooks) – Linked Tickets What is the Jira Service Management Integration? The Jira Service Management integration allows the creation of […]