HALO 3.28
Invoice Module Single Sign On Additional Reports1. Invoice Module
We are excited to announce the release of our new Invoicing Module in HALO, designed to streamline your publishing accounts process and enhance financial management.
The invoicing module allows you to create, send, and track invoices directly within the platform, ensuring all your publishing financial data stays organized and accessible in one place.
Seamless Integration
Keep track of your invoices in real time with a comprehensive dashboard. Monitor pending, paid, and overdue invoices at a glance, and generate detailed reports to gain insights into your cash flow and financial performance.
Detailed Audit Trail
Maintain an accurate and secure record of all invoice activities. The audit trail feature logs every action taken on an invoice, ensuring full transparency and accountability.
2. Single Sign On Integration
We are thrilled to introduce the new Single Sign-On (SSO) integration with Office 365 Azure in HALO CRM. This update aims to enhance security, streamline user access, and simplify your overall login experience.
- Enhanced Security
Utilize Office 365 Azure’s advanced security features, including multi-factor authentication and conditional access policies, to protect your data. - Seamless Access
Users can log in to HALO CRM using their Office 365 Azure credentials, eliminating the need for multiple passwords and reducing login time.
- Improved Compliance
Leverage Office 365 Azure’s security and compliance features to maintain a secure and compliant environment for all your CRM activities. - Simplified User Management
Manage user roles and access levels centrally through Office 365 Azure, making onboarding and permissions management more efficient.
3. Additional Reports
The following additional reports have been added to help you manager your sales, opportunities and your team's performance
- Bookings From Date By Sales Person
- Opportunities From Date By Sales Person
- Call Targets Report