Tutorials
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How to Automate Your Entire Business Process in HaloPSA - Integration Runbooks
Connor introduces a new automation solution using HaloPSA to streamline capturing customer information and updating records, promising a detailed series to follow.
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Self-Service Portal in HaloPSA - Setting up a New User Request Form
The video guides viewers on creating a simple service request form in HaloPSA’s self-service portal, emphasising user engagement and efficiency.
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How to Set Up a Licensed Office 365 Mailbox in HaloPSA
Learn how to set up a licensed Office 365 mailbox in HaloPSA, including app registration, permissions, and configuration steps.
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How to Set Up Forms and Capture Customer Information in HaloPSA
Connor continues setting up automation in Halo by capturing customer data through forms and email templates.
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How to Set Up a Shared Office 365 Mailbox in HaloPSA
Learn how to set up a shared Office 365 mailbox in HaloPSA, including necessary configurations and permissions.
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Variables and How to Use Them in HaloPSA
Learn how to use variables in HaloPSA to personalise emails and queries, enhancing communication efficiency.
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Where to next?
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