In this lesson we will cover:

– Creating Tickets via Email

– Creating Tickets via the Self Service Portal

– Creating Tickets Manually

This article shows the 3 primary ways you can create tickets in HaloPSA.

• Email – Tickets raised via Email, this is done via a polled mailbox which raises tickets. This can be configured under (Configuration > Email)
• Self Service Portal – This is the Web Portal that end-users can log into to raise new tickets. This can be configured under (Configuration > Self Service Portal)
• Manual – This relates to the Agent raised manually created tickets via the Agent Web App. This can be configured under (Configuration > Tickets)

Creating Tickets via Email

Sending an email to the mailbox(s) associated with a Halo instance can create a ticket.

Fig 1. Raising a Ticket via Email

Creating Tickets via the Self Service Portal

Tickets can be raised by users through the tiles within the Self Service Portal.

Fig 2. Raising a Ticket via the Portal

Creating Tickets Manually

Tickets can be created manually by a logged in Agent. They assign the End-User details at the left side, and fill in the relevant areas of the ticket form.

Fig 3. Manually Raising a Ticket