HaloCRM Guides
Documentation to assist with the setup and configuration of the HaloCRM platform
Getting Started
Setting Up Halo (11)
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through
- Suppliers
- Syncing Exchange Calendars
ITIL Processes
Problem Management (2)
Change Management (3)
Admin Guides
Service Level Agreements (2)
Project Management (1)
Agent Guides
- Add an external agent to Halo and restrict their access
- Billing - Contract Multiplier
- Calendar and Appointments
- Configuring PDF Templates
- Contracts
- Custom Tables
- Customer, Site and User Records
- Email Hashtags
- Emailing Users
- Internal Conversations
- Invoicing in Halo
- Manually Creating a Ticket
- Navigating the Software
- Notifications
- Parent and Child Tickets
- Pre-Pay
- Purchase Orders
- Quotations
- Sales Orders in Halo
- Search All Actions on Search Bar
- SMS Set Up
- The Asset Catalogue
- Time Management in Halo
- Transfer Configuration Between Development and Production Environments
- Using Dollar Variables in Actions
Additional Guides
Integrations (50)
- 3CX Integration Methods
- Active Directory Integration (LDAP)
- ADFS Integration
- AnyDesk Integration
- Atera RMM Integration
- Auvik Integration
- Azure Active Directory Integration
- Azure Automation Integration
- Azure DevOps Integration
- Azure Monitor Integration
- Azure Sentinel Integration
- Beyond Trust Integration
- Calendar integration using the Microsoft Graph API
- Call Pop-Up for Microsoft Teams
- Centrify Integration
- ConnectWise Automate Integration
- 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
- Facebook Integration
- Google Calendar Integration
- Google Mail Setup (Setting up Google Application)
- Google Workspace Integration
- GoToAssist Remote Integration
- Halo Integrator
- Hubspot Integration
- Integrating with Sage
- Intune Integration
- IT Glue Integration
- Jamf Integration
- Jira Enhancements
- Jira Integration
- Kaseya VSA Integration Authentication
- Lansweeper Integration
- Liongard Integration
- LogMeIn Rescue Integration
- Logs from the Halo Integrator
- Meraki Webhooks Integration
- Microsoft CSP Integration
- Microsoft CSP Issue after changes from DAP to GDAP
- Microsoft Teams Integration
- Microsoft TeamsBot
- N-able N-central Integration
- N-able N-Sight RMM Integration
- N-Able Passportal Integration
Reporting (9)
Language (1)
FAQs
- Action Button Configuration
- Annotating Images in Actions
- Automated Tickets
- Changing your Halo URL
- Creating Tickets Via Email
- Dynamic SQL - Custom Fields
- Followers and Following Tickets
- Halo Migration Spec - On-premise to Hosted
- Importing Additional Fields via CSV
- IP Addresses for Whitelisting
- Linking a Ticket to a Parent Ticket
- Linking Child Tickets to a Parent Ticket
- Merging Tickets
- Missing or Deleted Tickets
- My Account
- Search Tools in Halo
- Statuses
- Surcharges in Halo
- Terminology
- The Activity Feed
- Ticket Areas
- Understanding Halo Web-App Software Releases
- Upgrading Halo
- Upgrading NHServer for On Premise installations
- Upgrading to Version 2
- Upgrading to Version 2.88
- Using "Drag and Drop"
- Using Postman
- Using QR Codes on PDF Templates
- Webhook Integration
- Wrong Date Format in Halo
