Viewing Quotes in the Portal

In this guide we will cover: – Turning on the Modules – Adding The Menu Button – Accepting or Rejecting a Quote – Adding a Video To a Quote – Adding $QUOTECANNEDVARIABLE to the PDF Template – User Authentication – User Access Admin Guides:  Quotations Self Service Portal Quotations are the start of sales processing […]

Multi-Tenancy

In this guide we will cover: – What is Multi-Tenancy in Halo? And what are the benefits? – How to create a new organisation – Using organisation overrides – Setting agent restrictions at organisation level  – Improve performance in your instance What is Multi-Tenancy in Halo and what are the benefits?  Multi-Tenancy in Halo allows […]

IPECS Integration

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

Locate your Facebook Business Manager ID (FB BM ID)

A Facebook Business account is not the Facebook page. The Facebook Business Manager ID ("FB BM ID") will be needed when submitting the request for WhatsApp access, as it is used by WhatsApp to identify your business. If you don't already have a Facebook Business Manager account, you must create one at business.facebook.com. If you […]

The Service Catalogue – Advanced Configuration

In this guide we will cover:  – What are services and when are they used?  – Creating a new service with a breakdown of each setting – Change the service image/logo What are services and when are they used? Services in Halo are used to organise the services you provide to your end users, rather […]

Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants

Prerequisites for this include setting up the following guides:  Microsoft Teams Integration Embedding your Halo Self-Service Portal into Microsoft Teams This use case of the Microsoft Teams embedded portal, was created by homotechsual: https://github.com/homotechsual/Blog-Scripts/blob/main/Microsoft%20365/Teams/WebTabForPartners.ps1 Alternate link

Viewing Child Tickets on the Portal

In this guide we will cover: – Showing Child Tickets on the User Portal – Configuring the Tab Showing Child Tickets on the User Portal For End-Users to see child tickets on the portal you will first need to set the ticket type level setting to determine what child tickets they can see: Configuration > […]

Service Level Agreements (SLAs)

In this guide we will cover: – What are SLAs? – General Settings – Workdays – Creating Service Level Agreements  – Approval Processes – Follow-Up Date Column – Resetting Respond-By Targets – Visualising Ticket Metrics – Create SLAs from XLS Import Configuration Settings Guides: SLA General Settings Service Level Agreements Workdays Tickets General Settings Related […]

Recurring Billing Profiles (Import Recurring Invoice Lines)

In this guide we will cover: – What are Recurring Billing Profiles? – How to create a billing profile  – Importing Recurring Invoice Lines – Worked Example What are Recurring Billing Profiles?  Recurring Billing Profiles are used when importing recurring invoices lines into Halo from a csv file (spreadsheet). When importing lines each row in the […]

Customers and Importing/Migrating Data

In this guide we will cover: – Customer records – Creating a New Customer – Importing Customers Customer Records This screen provides an overview of your customer records. Customers are the organisations/companies that you support and maintain services for. From here you can search your existing customer records or create new ones. You can also […]