Halo PSA Pod

How to setup the CrushBank Pod within Halo

Pod Configuration

  1. Configuration -> Custom Objects -> Custom Tabs
    1. Screenshot 2024-02-16 at 1.45.39 PM
    2. Click the New button in the upper right.
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    4. Fill in the fields above. For the URL, reach out to support@crushbank.com or the onboarding member you are working with.
    5. Save.
  2. Once configured you will see the tab when you go to a ticket.
    1. Screenshot 2024-02-16 at 1.48.55 PM