HaloCRM Guides

Using "Drag and Drop"

In this guide we will cover:

- Using Drag and Drop to re-assign Tickets

- Drag and Drop Attachments

Using Drag and Drop to re-assign Tickets

The drag and drop functionality makes re-assigning tickets quick and easy. When viewing a ticket screen such as the one below, click and hold the left mouse whilst moving to drag and drop the ticket over an agent's name or a team name.

Fig 1. Drag and Drop in Action

This then reassigns the ticket and leaves an action on the ticket displaying this.

Fig 2. Re-assigned ticket

Drag and Drop Attachments

In any ticket or action you can attach files using drag and drop. Simply drag and drop a file from your computer into a ticket window or onto an action to attach it.