HaloCRM Guides
Self Service Portal Features
The HaloCRM portal is designed to be easy to use. Here you can log tickets and requests, view existing ones and also browse any help articles that may be useful to you.
Here we have an overview of the HaloCRM portal screen.
Login- Using the Login option in the top right corner, you can login into your version of the Portal to view existing ticket and any updates that have been made.
Log a ticket- If you wish to raise a new enquiry, click into this button. You will be presented with the screen below.
You will be able to provide a summary of the enquiry, give details and also select the type of enquiry you are making. The details tab is a rich text field so any photos/screenshots and links can be added here. Files can be uploaded at the bottom. You can also link the enquiry to a specific order.
View my tickets- Any existing enquiries can be viewed by clicking this button. The view of your enquiries can be filtered by the options seen below.
My Quotations- Any quotations that require your approval can be made by clicking the My Quotations button in the top right and viewing the quotation in question.
Browse help articles- Should you wish for help/advice without logging a ticket, help articles can be viewed in the Browse help articles section. Simply just click in here, and you will be able to search for an article to aid with your enquiry.
The main portal screen also shows top articles that have been searched by users to help you find useful articles quicker.
HaloCRM bot- The portal also includes a chat bot that can help answer any questions you may have. This uses AI to assist you quickly with your enquiries without having to wait for an agent response when logging an enquiry. Tickets can still be logged when using the Halo bot, and all correspondence with the Halo bot will included in the ticket.
It can also assist with searching through the knowledge base to ensure you find the relevant articles.
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