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Guides > Navigating The Customers/Contacts Modules

Navigating The Customers/Contacts Modules

Customers


To see your customer data, you should first head to the 'Customer' module on the navigation menu. This is found either on the left hand side of your screen, or by clicking on the three lines in the top left. 



Once here, you'll be presented with a list of your customers within Halo.



You can use the 'search' bar to find a specific customer, and once you've found the one you're looking for - you can click into them. 


When you open up the customers page, you'll be presented with an overview of their recent ticket data, as well as a count of overall tickets, open tickets and how many tickets in the last 30 days.


Within each customer, there are several tabs of information: 



Overview: Dashboard of tickets and the general customer information.

CRM Notes: Any notes made against the customers (these are private - the customer cannot see these)

Sites and Contacts: the sites within the customer and the contacts you have for the customer.

Tickets: All their ticket information within HaloCRM. This can be filtered by open, closed, all.

Documents: This has drag and drop functionality to upload any necessary documents to attach to the customer's data.

Knowledge Base: Shows a list of knowledge base articles which are available to the specific customer.

Settings: If a customer has specific requirements for the agent who talks to them, or their access to ticket types or portal access, this among other things, are set here. 

API access: If a customer will be communicating with you through an API, that is set up here. 


 

Contacts


Accessing contacts is done the same as customers, except you will select the 'contacts' module instead.



Once here, you'll be presented with a complete list of contacts in your system.



As with the customer's module, there is a search bar to search for specific contacts, and once you've found the contact you'd like to view, you can just single click onto their overview.




As with the customer's module, once you have selected a contact you will have a dashboard view of the contact's tickets, as well as the contact information being shown on the right hand side.


You then have the following tabs:


Overview: dashboard view of tickets and the contact's information.

Tickets: All their ticket information within HaloCRM. This can be filtered by open, closed, all.

Activity: A feed of the contact's activity with you.

Documents: This has drag and drop functionality to upload any necessary documents to attach to the contact's data.

Services: Services that are available to the contact on the customer self-service portal.

Preferences: Additional settings about email preferences and whether they are part of Halo departments.

Permissions: What access they have to other things in Halo (i.e. Can they see tickets from people in the same customer as them, can they log tickets etc.)



The 'Send Welcome Email' will send an email to the contact to give them access to the customer portal (if anonymous access is allowed), and if they forget their password, you can send them a password reset email by using the action button above.


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