Backend Services Monitoring
In this guide we will cover: – What is Backend Services Monitoring? – Navigating the Backend Services Monitoring area – Common Errors What is Backend Services Monitoring? Backend services monitoring in Halo allows you to monitor services, automations and events that run on the backend of Halo. This includes integration syncs, incoming and outgoing email, […]
Branding in Halo
In this guide we will cover: -What can be branded in Halo? – How to Brand Email Templates – How to Brand the Self-service Portal What can be branded in Halo? User facing entities in Halo can be branded to, reflect the organisation or team that is providing the service to the user, or they […]
Translating Email Templates
In this guide we will cover: – Configuring translations for email templates To enable this functionality you must enable the setting "Allow multi-language email templates" in Configuration > Email: Fig 1. Allow multi-language email templates. With this enabled you can set individual email templates to be multi-language. To translate an email, you need to use […]
Dynamically Updating Email Lists in Halo
In this guide we will cover: – The use case of dynamic email lists – Configuring dynamic email lists – Adding and removing from your lists within a ticket Dynamic Email lists can be used to change the recipients of the emails in your ticket. For example when using the "Email User" action (found in […]
Creating a Mailbox Overview
In this guide we will cover: – Mailbox setup Overview – Configuring Multiple Connection credentials for a single Mailbox (v2.182+) IMPORTANT: Adding a new mailbox will remove ALL emails from the inbox and turn them into tickets/opportunities, moving the emails to the deleted items in the process. For this reason it is recommended that you […]
Disallowing New Tickets via Email
In this guide we will cover: – Disallowing Tickets via Email Globally – Disallowing Tickets via Email per Mailbox (as of v2.180.1+) Admin Guides: Mailbox Setup Disallowing Tickets via Email Globally In Configuration > Email > Incoming Email, there are two options for disallowing tickets via email. The first is "Don't allow new Tickets via […]
Email Rules
This guide details the different types of email rules and what they do. Associated Admin Guide Email Rules In the Halo platform, you can set email rules to specify different outcomes based on criteria for emails that come into the system. There are several different types of email rules that you can use in the […]
Google Mail Setup (Setting up Google Application)
In this guide we will cover: – Setting up a Google Mail App – Create Credentials – Setting up Halo Setting up a Google Mail App Login to https://console.cloud.google.com. Select New Project from the Select a Project menu or Create Project from the Dashboard. Fig 1. Creating a new project. Give the project a name […]
Notifications
In this guide we will cover: – Notification Configuration – Notification Types in Detail – Adding Agents to an Agent Notification – List of Notification Triggers – Setting up a Personal Notification – Agent Level Settings – Access Control (v2.176.1) – Incomplete Timesheet Notifications (v2.176.1) Associated Administrator Guides: Notifications General Settings Notification Configuration To begin […]
Adding a Mailbox Without The Use of Azure or Google
Related Articles: Multi Factor Authentication and App Passwords Agent email forwarding This guide will walk you through the basics of setting up a mailbox in Halo Service Desk. It is recommended to setup an azure mailbox, using the other guide provided: Azure Mail Link – Azure Mailbox Setup Mailboxes Out of the box we […]
