--- title: HaloPSA Custom Objects - View Customer in RPS description: Cloud Depot RPS enables the use of Custom Objects in Halo. This custom object allows you to directly access the customer detail page in Cloud Depot --- [Skip to content](https://kb.clouddepot.com/knowledge/halopsa-custom-objects-customer-view-customer-rps#main-content) English Show submenu for translations ![CoudDepot\_LOGO\_RGB.png\]](https://kb.clouddepot.com/hs-fs/hubfs/CoudDepot_LOGO_RGB.png?height=40&name=CoudDepot_LOGO_RGB.png) - [Read Our Blog](https://blog.clouddepot.com/) Open main navigation Close main navigation - [Read Our Blog](https://blog.clouddepot.com/) - English Show submenu for translations - [Go to clouddepot.com](https://www.clouddepot.com/) [Go to clouddepot.com](https://www.clouddepot.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Cloud Depot Knowledge Base](https://kb.clouddepot.com/knowledge?hsLang=en) 2. [Integrations](https://kb.clouddepot.com/knowledge/integrations?hsLang=en) 3. [HaloPSA](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#halopsa) # HaloPSA Custom Objects - View Customer in RPS ## Cloud Depot RPS enables the use of Custom Objects in Halo. This custom object allows you to directly access the customer detail page in Cloud Depot **![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-17-2025-02-49-51-7491-AM.png?width=688&height=39&name=image-png-Apr-17-2025-02-49-51-7491-AM.png)** #### 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 ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Mar-13-2025-09-46-03-7993-PM.png?width=386&height=124&name=image-png-Mar-13-2025-09-46-03-7993-PM.png) **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 View Customer" for the name and "View in RPS" for the label. Additionally, select an icon for your button; in our example, we have opted for the money icon.   Cloud Depot -\> Products -\> Recurring Payments-\> Configuration -\> HaloPSA Payment Details tab Retrieve the complete URL from the 'View Customers in RPS' section and insert it into the URL field in Halo. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-17-2025-10-47-59-9528-PM.png?width=1124&height=191&name=image-png-Apr-17-2025-10-47-59-9528-PM.png) ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-17-2025-02-50-45-8606-AM.png?width=688&height=248&name=image-png-Apr-17-2025-02-50-45-8606-AM.png) ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-17-2025-02-50-59-5991-AM.png?width=688&height=288&name=image-png-Apr-17-2025-02-50-59-5991-AM.png)   Save changes         - [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#getting-started) - [Setup](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#setup) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#troubleshooting) - [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#getting-started) - [Customers & Invoices](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customers-invoices) - [Payment Rules & Auto Pay](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-rules-auto-pay) - [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal) - [Surcharges](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#surcharges) - [Payment Gateways](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-gateways) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#troubleshooting) - [Product - HostedPay](https://kb.clouddepot.com/knowledge/product-hostedpay?hsLang=en) - [Integrations](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#main-content) - [Xero](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#xero) - [Autotask](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#autotask) - [HaloPSA](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#halopsa) - [Support, security & updates](https://kb.clouddepot.com/knowledge/support-security-updates?hsLang=en) - [Billing and Accounting](https://kb.clouddepot.com/knowledge/billing-and-accounting?hsLang=en) - [Setting up Cloud Depot](https://kb.clouddepot.com/knowledge/setting-up-cloud-depot?hsLang=en) - [Cloud Depot Status and Contacting Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#main-content) - [View Service Status](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#view-service-status) - [Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#support) - [Sync Customization Documentation](https://kb.clouddepot.com/knowledge/sync-customization-documentation?hsLang=en) - [Read Our Blog](https://blog.clouddepot.com/) # Cloud Depot Cloud Depot Help Center Copyright © 2026, Cloud Depot