Multiple Portals with Different Branding in HaloCRM (Hosted)
If you would like multiple customer portals set up on your HaloCRM instance, you will need to get in touch with our team. Either contact support, your Customer Success Manager or your implementation consultant to make a request. Following that request, the steps you will be asked to carry out go as follows: If using […]
Agent Ticket Views
By setting up agent views, you can give agents the ability to filter what they see while on Halo. Whether they only want to focus on their own tickets, or they need to help a colleague with theirs – agent views make it easy to organise agent workload. Halo agents can change their ticket views […]
Adding Agent Signatures
If you'd like to have your own personal agent signature applied to emails, you can do this automatically by following the steps in this guide. (PLEASE NOTE: For email template changes, you may need to ask your HaloCRM administrator). To add an agent signature to your account, click on your icon in the top righthand corner […]
Customising Your Self-Service Portal
Personalise to your self-service portal to make it suit your company's brand. PLEASE NOTE: If using multi-brand, any GLOBAL settings will apply to ALL portals. If you need a hand with this, please let a member of our team know! To customise your self-service portal, first head to: Configuration > Channels > Self-Service Portal. If you're […]
Application Colour and Theme
You can customise the colour, logo and page size for your Halo. This can be done globally throughout the system, or you can allow each agent to also change their colour. This gives you a Halo look all of your own! Agent Settings Click on your profile picture in the top right (or initials icon […]
Multiple New Portals with different branding for one customer [Hosted]
This outlines how to set up one customer to have multiple new web portals for Hosted Customers This should be requested by yourself with our Support Team, your Customer Success Manager or the Consultant currently Implementing the system. Steps required are outlined below; Provide us with a certificate for the URLs required if these do […]
