How to Deal with Out of Office Automatic Replies from customers
In this guide we will cover: – How to ensure out of office/automatic replies from users do not update the status of tickets Associated Administrator Guide: Email (General Settings) To prevent out of office replies from updating tickets, there is a setting you can turn off. If you go into Configuration > Email > Mailbox […]
Treat Forwarded Emails from Agents as End-User Emails
In this guide we will cover: – The functionality of the setting 'Treat Forwarded Emails from Agents as End-User Emails' This setting can be found under Configuration > Email (or Configuration > Email > General Settings if on v2.190.1+). Fig 1. Treat Forwarded Emails from Agents as End-User Emails setting When enabled, emails forwarded from […]
Agent Notifications for Errors in the Halo Integrator/Email Processing
In this guide we will cover: – How to enable notifications, per agent, when there are errors in the Halo integrator or email services Agents can receive error notifications for Outgoing and Incoming emails as well as the Halo Integrator by using these settings located at Agent > Preferences > Notifications: Fig 1. Enable notifications […]
Segments (Distribution Lists)
Disclaimer: Distribution Lists may be called Segments, depending on which Halo product you are using (functionality is the same between products). In this guide we will cover: – Enabling Distribution Lists – Permissions – Creating Lists – Adding Members – Setting the Mailbox – Viewing Past Communications – Bulk Add/Remove Users – Dynamic Lists Related Guides: […]
Email Configuration (High Level)
In this guide we will cover: – How to change the Email start tag – Message Groups – Mailbox Overrides – Email Signatures Associated administrator guide: Email (General Settings) Email Start Tag When you begin using Halo, you will notice that within Configuration > Email (or Configuration > Email > General Settings if on v2.190.1+), […]
Azure Mail Integration (Webhook Method Included)
This video covers the Mailbox Setup for Email Processing via Webhooks (Read the guide for full setup and how to configure error notifications per agent). In this guide we will cover: – Supported Mailboxes – Enabling Incoming Service/Scheduling Service – Choosing an Incoming Method – Configuring an Azure Application – Connecting to the Mailbox […]
