Halo PSA Pod

How to setup the CrushBank Pod within Halo

Pod Configuration

1. Configuration -> Custom Objects -> Custom Tabs
   1. 
   2. Click the New button in the upper right.
   3. 
   4. Set Type to iFrame
   5. For the URL, reach out to support@crushbank.com or the onboarding member you are working with.
   6. Save.
2. Once configured you will see the tab when you go to a ticket.
   1.