Managing Mailboxes between Instances (Production/non-Production)
This article presents the main considerations around how to manage mailboxes in multiple instances, in order to allow for testing of email-related flows in non-production instances. On versions 2.182 and onwards, you will be able to configure multiple credentials per mailbox. This allows you to link credentials to a specific instance, so a single Halo […]
Email (General Settings)
Configuration > Email Guides: Google Mailbox Setup Configuring an Azure Mailbox Outgoing Email Settings (towards the end of the Guide) Check out the guides for more information on Email Configuration, the same guides can be found on the HaloPSA Academy: Email Introduction HaloPSA Academy – Email Introduction Incoming Email Field Type Description Mailbox Setup Button […]
Email Rules
Configuration > Email > Email Rules Check out the guides for more information on Email Rules, the same guide can be found on the HaloPSA Academy: Email Rules HaloPSA Academy – Email Rules Service Status Email Rule Table View Field Type Description Sequence Header The sequence associated with the Email Rule. This dictates it's position […]
Custom Table Import via Email and CSV – Scheduled Imports
In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The […]
SMS Settings
Configuration > Email > SMS Settings Here, settings can be configured for the Outgoing SMS Service Defaults. Incoming settings can be configured on the Twilio integrations, however these are required for Incoming SMS processing. Halo currently has no standalone capability to receive information via SMS. Check out the guides for more information on Email to […]
Formatted Emails
Configuration > Email > Formatted Emails The below fields can be mapped from an email into a Ticket An Email Rule also needs to be setup with type of 'Help Formatted', then the below values will be searched for on each line of the email and the data found on that line will be saved […]
Email Templates
Configuration > Email > Email Templates Check out the guides for more information on Email Templates, the same guide can be found on the HaloPSA Academy: Email Templates HaloPSA Academy – Email Templates Table View Field Type Description Top Left Dropdown Single Select This dictates the Message Group to which the viewed Templates belong. ID […]
Mailbox Setup
Configuration > Email > Mailbox Setup Guides: Google Mailbox Setup Azure Mailbox Setup Outgoing Email Settings (towards the end of the Guide) Check out the guides for more information on Email Configuration, the same guides can be found on the HaloPSA Academy: Email Introduction HaloPSA Academy – Email Introduction Table View Field Type Description Name […]