An Introduction to Halo
4 guides
Introduction to HaloCRM
Introduction to HaloCSM
The article provides an introduction to HaloCRM, detailing its components and functionalities. It outlines administrative guides for managing actions, agents, settings, and portals. The guide explains important terms such as contacts, agents, customers, sites, and organisations while describing how they interact within HaloCRM. It covers the management of tickets and actions, including ticket statuses and system actions. The document also touches on service level agreements, custom fields, and reports. Asset management and stock control for businesses are discussed, along with the usability of the self-service portal for customer interaction.
Introduction to HaloITSM/ESM
This article provides an overview of HaloITSM, covering key components such as users, agents, clients, sites, tickets, and service level agreements. It explains the roles of users and agents in managing tickets and the functionalities available for customization, like user preferences and permissions. Additionally, it delves into the administration and configuration of clients, sites, and top-level structures within an organization. Topics such as custom fields, asset management, service catalog, items, reporting suite, and the self-service portal are also discussed to aid in efficient IT service management.
Introduction to HaloPSA
This guide provides an introduction to the essentials of HaloPSA, detailing various components such as users, agents, customers, sites, tickets, SLAs, and custom fields. It includes explanations of system settings, user profiles, and ticket management. Additionally, the guide outlines the functionality of the self-service portal, reporting suite, service catalog, and invoicing system. It also covers how to navigate the interface and make use of advanced configuration options.