Call Management
2 guides
Call Management General Settings
The General Settings article provides instructions for configuring call management features in HaloPSA. Key settings include options to display 'New Call' buttons, handle call to ticket linking, and manage call scripts. Users can also specify call timers, manage client creation, and link calls to existing tickets. The article explains how to use acknowledgment settings for tickets from calls and offers various single select field settings like charge rate override and call script defaults. Additional options include enabling a knowledgebase suggestion box and configuring call outcome fields such as 'Transferred.'
Call Scripts