Manual - HaloPSA
Contents:
HaloPSA CRM Configuration
Configuration in CRM application
Configuration Bubble Software
Easy roll out to other users
HaloPSA CRM Configuration
Notes
Does not apply.
Configuration in CRM application
No need to configure anything in the CRM application itself.
Configuration Bubble Software
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Features
Outbound call possibilities CRM-
Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
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Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Copy to dial
Select a phone number and get a suggestion to call directly.
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Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
- Other
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Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
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Bubble Gateway Integration
Bubble Gateway Integration is developed for CRM, EPD and ERP applications that have their own integrated telephony module. Bubble handles the technical processing of incoming and outgoing calls, status changes and other telephony actions, and ensures that these – with the proper authentication – are securely passed on to the CRM, or in the case of outgoing calls, to the telephony platform. Which functionalities the end user sees is entirely determined by what the CRM supports. Bubble Gateway Integration connects, the CRM decides.
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Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
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Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.