HaloCRM Guides

The Activity Feed

In this guide we will cover:

- What is the Activity Feed

- Changing the Default Feed

- Agent Specific activity

What is the Activity Feed

The activity feed can be a useful management tool, as it gives easy visibility of actions you, or other agents have performed recently.

The feed can be accessed from the home screen below your desired graph or from the navigation button in the top banner.

Fig 1. Activity Feed views.

The Activity Feed can also be added to a dashboard as a widget. To do this head to Configuration > Reporting > Dashboards, select the desired Dashboard and press "Edit". In the Layout tab you will see an option to add a Widget. Press this button and change the type to "Activity Feed"

Fig 2. Activity Feed Widget.

The drop down at the top of the feed can be used to differentiate between the different areas of activity as seen below.

From v2.231.1+, you will be able to filter the Activity Feed by your Team when viewing the feed in your profile, or as a Home Page widget. This is particularly useful for more senior Team members to easily view other Agents activity that is relevant to their Team.

Fig 3. Changing the display using the drop down.

Pressing the button shown below will pop the activity feed into a new window for a constant stream of activity.

Fig 4. Pop out display option.

Changing the Default Feed

It is possible to default the type of feed, this is done in the agent preferences tab.

To change your own, click your own profile in the upper right corner and click "My Account", navigate to the "Preferences" tab and to the "Tickets" section and edit the 'Default View for Activity Feed'.