Cloud Depot RPS enables the use of Custom Objects in Halo, allowing customers to directly access their payment portal through the Halo customer portal. Additionally, it lets your staff navigate directly to the customer within RPS.
Customer Portal
The customer portal custom object is designed for internal use, enabling your staff to efficiently access the Cloud Depot RPS portal and quickly retrieve the specific customer information they wish to view from HaloPSA.
HaloPSA -> Configuration -> Custom Objects -> Custom Buttons
Step 1
Select the Customer entity from the Custom Buttons section in HaloPSA
Step 2
Click on the "New" button located at the top right of the page to initiate the creation of a new Custom Button object. Assign a name and label to your button; for instance, we have chosen "Cloud Depot RPS" for both. Additionally, select an icon for your button; in our example, we have opted for the money icon.
For the URL copy the customer portal URL from Cloud Depot
Cloud Depot -> Products -> Recurring Payments-> Configuration -> HaloPSA Payment Details tab
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