HaloCRM Guides

IPECS Integration

First, we want to ensure that your Call Management module is enabled.

To do this, head to the Configuration > Channels > Call Management.

If it is enabled, it will be coloured and if it is disabled, it will be grey. To enable, hover over the module and press the '+'.

Click into the module, then select 'General Settings'. Then grab the URL given under the 'Integrations' tab.

Next, head to your IPECS cloud settings tab, then Tools > Options > Call.

Here you'll want to enable the 'Use CRM pop-up' setting, then 'search' and here you can insert the URL and any settings that are applicable to you.

For IPECS CCX Integration, you will need to change callerid=@callerid to callerid={NUMBER}

After this, there are some default Halo settings to configure:

These are all personal to your own instance and can be modified as and when.