Tutorials
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Hudu Expiration Alerts | Webhooks into HaloPSA
Jacob shows us that by combining Hudu’s webhooks with a Halo runbook and integrated company data, alerts can be transformed into detailed, customer-linked tickets with proactive timing. This approach streamlines expiry management, saves time, and improves clarity, whilst allowing for future enhancements.
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An Overview of CRM in HaloPSA
Connor explores the CRM module in HaloPSA, outlining its features, benefits, and best practices for effective implementation.
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End User Closure Confirmation and Ticket Hold Reminders in HaloPSA
This video discusses the importance of end-user closure confirmation and ticket hold reminders in HaloPSA to enhance help desk efficiency.
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Auto Release Tickets, Scheduling or Follow Up Summary in HaloPSA
Connor discusses effective help desk hygiene, focusing on auto-release tickets in HaloPSA and improving follow-up processes.
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A Learning Journey (Agent Costs + Burden Rates Report) | HaloPSA
This video presents a Learning Journey on calculating agent costs and burden rates in HaloPSA, demonstrating report creation and common pitfalls.
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Printing Labels from Tickets in HaloPSA
Connor explains how to use the PDF print label feature in HaloPSA, emphasising its simplicity and sharing a step-by-step guide for creating and printing labels.
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Where to next?
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