Custom HTML Banner on the Self-Service Portal
In this guide we will cover: – Adding a Custom Banner to the Self-Service Portal – Using Sticky Banners (v2.208.1+) Adding a Custom Banner to the Self-Service Portal In Configuration > Self-Service Portal, scroll to the "Home Screen" section and enable "Display custom HTML". Further options will then show underneath to choose the position(s) of […]
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 […]
Embedding A Form Onto Your Website
Using the web-widget feature on HaloCRM to your website. The web widget functionality can be used to embed any HaloCRM form onto your website. If you're wanting to do this, simply head to the Configuration > Channels > Web Widget. From here, you'll be presented with a pre-written block of code as seen below: You […]