HaloCRM Guides
Documentation to assist with the setup and configuration of the HaloCRM platform
Getting Started
Channels
Email (8)
- Applying Rules To Incoming Emails
- Azure Mail Integration (Azure Mailbox Scan Method)
- Azure Mail Integration (Webhook Method Included)
- Date Formatting on Email Templates Using $-variables
- Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.
- Mail Campaigns
- Setting Up Email Templates
- Setting Up Emails In HaloCRM
SMS (1)
People
People (10)
Processes
Processes (20)
- Action Button Configuration
- Canned Text vs Email Templates: What's The Difference?
- Creating A Knowledge Base To Reduce Enquiries
- Creating A New Form
- Enabling Contact Closure Confirmation
- Enabling The Interactions Stream On Tickets
- How To Make Actions Internal Only
- How To Set Up Notifications
- Keeping Track Of Feedback Using Surveys
- Macros Explained
- Making Use Of Canned Text and $ Variables
- Remote Support
- Suppliers & Vendors
- Ticket Rules
- Ticket Statuses
- Using HaloDBLookupService to set up a Database Lookup for an external SQL Server Database
- Using Parent And Child Tickets
- Using SLAs and Priorities On Halo
- Workdays and Working Hours
- Workflows
Integrations
Integrations (50)
- 3CX Integration Methods
- 8x8 Integration
- ADFS Integration
- AnyDesk Integration
- Atera RMM Integration
- Auvik Integration
- Azure Automation Integration
- Azure DevOps Integration
- Azure Monitor Integration
- Azure Sentinel Integration
- Beyond Trust Integration
- Bvoip Integration
- Call Pop-Up for Microsoft Teams
- Centrify Integration
- ChatGPT Integration
- Connecting Through the API
- ConnectWise Automate Integration
- Creating a New Application for API Connections
- Custom Integrations/Runbooks
- Dataimporter (Data Importer) for custom tables via csv
- Datto Commerce Integration
- Datto RMM Integration
- Domotz Integration
- Dynamics 365 CRM Integration
- Dynamics Business Central Integration
- Embedding your Halo Self-Service Portal into Microsoft Teams
- Etilize Integration
- Fortnox Integration
- GoIntegrator Integration
- Google Calendar Integration
- Google Mail Setup (Setting up Google Application)
- Google Workspace Integration
- GoToAssist Remote Integration
- Halo Accounts Integrator Setup
- Halo Integrator
- HaloITSM Integration
- Hubspot Integration
- Intune Integration
- IT Glue Integration
- Iterative Runbooks
- Jamf Integration
- Jira Integration
- Kaseya VSA Integration
- Lansweeper Integration
- Liongard Integration
- LogMeIn Rescue Integration
- Mailchimp Integration
- Meraki Webhooks Integration
- Microsoft CSP Integration
- Microsoft CSP Issue after changes from DAP to GDAP
Advanced
Advanced (21)
- Access Control
- Action Button Configuration
- Agent Check In
- Applying Rules To Incoming Emails
- Azure Mail Integration (Webhook Method Included)
- Configuring PDF Templates
- Connecting Through the API
- Creating A Knowledge Base To Reduce Enquiries
- Creating A New Form
- Custom Fields - Field Types
- Enabling The Interactions Stream On Tickets
- Forwarding Agent Emails To Your Halo Mailbox
- Internal Conversations In Halo
- Macros Explained
- Microsoft's Deprecation of Basic Authentication
- Remote Support
- Sending Requests Across 2 Instances
- Ticket Rules
- Ticket Statuses
- Using SLAs and Priorities On Halo
- Workflows
Training Guides
Training Guides (17)
- A Walkthrough Of Working On A Ticket
- Adding Agent Signatures
- Canned Text vs Email Templates: What's The Difference?
- Creating A Knowledge Base To Reduce Enquiries
- Creating Appointments In Halo
- Customising your Ticket View
- Following Tickets
- Internal Conversations In Halo
- Making Use Of Canned Text and $ Variables
- Merging And Linking Tickets
- My Account
- Navigating The Customers/Contacts Modules
- Pop-Up Notes For Customers & Contacts
- Self Service Portal Features
- The Activity Feed
- Using "Drag and Drop"
- Using Parent And Child Tickets
Reporting
Reporting (18)
- A Quick Guide to Scheduling Reports
- Adding a page break (page-break) in the HTML for PDF documents (IronPDF)
- Adding Dashboards to Custom Tabs
- AI Report Builder
- Charts and Graphs in Reports
- Configuring Custom Appearances in Reports (using HTML)
- Consignment PDF's
- Creating a Report From an Action
- Dashboard Publishing Guide
- Direct SQL Connection Deprecation
- Halo In-App Dashboard
- How to Restrict Users Access to Reports
- Keeping Track of Feedback
- Report Builder
- Report filters in the URI parameters for report links
- Reports and Scheduling
- Restricting Agent Reporting Access
- The Report Screen Explained
