Notifications
In this lesson 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 […]
Email Templates
In this lesson we will cover: – How to edit email templates Using $-variables in templates – Message Groups Associated Admin Guide Email Templates Email Templates are used in Halo to send a pre-formatted email. They are used as part of email automations and can be configured to be sent when completing an action manually. […]
Email Rules
In this lesson we will cover: – Creating a new email rule – Email rule types (including asset/user matching) – Integration email rule types – Setting email visibility using a rule Associated Admin Guide Email Rules Creating Email Rules In the Halo platform, you can set Email Rules to specify different outcomes based on criteria […]
Automatic Ticket Updates via Email
In this lesson we will cover: – Benefits of providing Automatic ticket updates via email – How to provide Automatic ticket updates via email – How to request ticket updates via email Associated Administrator Articles: Email (General Settings) Benefits of Providing Automatic Ticket Updates via Email In this lesson we will cover how to provide […]
Email to SMS
In this lesson we will cover: – Compatible Email to SMS Providers – SMS Settings – Setting up an Action to send SMS – Sending SMS to Service Users Associated Administrator Guide: SMS Settings Compatible Email to SMS Providers HaloPSA will work with most Email to SMS providers as they follow a similar method for […]
Introduction
You can configure any number of mailboxes in HaloPSA. The contents of these mailboxes will be parsed by a back end Halo application and tickets/opportunities are created/updated from these. Emails can be sent either by SMTP or the Azure Graph API. Before configuring your mailboxes, it is important to understand the terminology used here. Mailbox– Any […]
Bulk Sending Emails
In this lesson we will cover: – Bulk Email with the User List – Bulk Email to Users subscribed to a Monitored Service – Bulk Email from an Action Related Guides: Segments (Distribution Lists) Bulk Email with the User List – now Customer Segments (Distribution Lists) Previously you could use the user list to send a […]
Suppliers in Halo
In this lesson we will cover: – Enabling Suppliers – Suppliers Area – Creating Suppliers – Column Profiles and Lists – Tickets with Suppliers – Associating a Supplier (Items, Contracts, Assets, Documents, Purchase Orders) Admin Guides: Email (General Settings) Suppliers Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Enabling Suppliers Enable the module (Configuration > Suppliers) […]
Additional Email Settings
In this guide we will cover: – Various additional email settings Associated Admin Guide Email General Settings The following settings are found under configuration > Email. Make Forwarding Agent a Follower When enabled, this setting will ensure that any agent who forwards an email into a ticket will become a follower of that ticket. Being […]
The Service Catalogue
In this lesson we will cover: – Service Catalogue – Service Access – Service Details – Field List – Monitored Services (Service Status Monitoring) – Maintaining your Service Catalogue Associated Admin Guides: Services Service Catalogue The Service Catalogue is a means of providing your end-users with a pre-defined list of more commonly raised services. Services […]
