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 […]
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 […]
Azure Mail Integration (Azure Mailbox Scan Method)
This guide outlines the configuration and use of an Azure mailbox using the mailbox scan method. In this lesson we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method This integration facilitates the connection of Azure mailboxes to Halo using the scan method, enabling the ingestion of […]
Agent Forwarding and Email Updates
Setting up agent forwarding so your agents can update tickets from their email clients. Related Articles: Notification setup Setting up a mailbox Within Halo there are options to forward end-user emails sent directly to your ticket queues from your agents' personal emails. There are also settings to customise their behaviour once forwarded in. By […]
Notification Types
Related Articles: Notifications These are all of the types of notifications you can set globally as an administrator, these will trigger notifications by the configured method to the intended recipients. Agent Notification: This will notify any agents who are subscribed to this notification. Agent Notification (Single Agent): This will notify a fixed agent of an […]
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 […]
Access to OData is disabled
Get the error "Access to OData is disabled" when running NHServer This can occur for incoming or outgoing scans This is not an issue with HALO, it is their Exchange access policy that needs changing See the guide below: https://docs.microsoft.com/en-us/archive/blogs/wushuai/how-to-fix-access-to-odata-is-disabled-when-calling-graph-api
Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.
When you encounter the following error with Gmail SMTP: Log into the gmail account. Click manage your google account Click Security (safety if translated from another language) Click access less secure apps Click allow less secure apps on Run a new test for the mail box in Halo and you should get the following:
Microsoft’s Deprecation of Basic Authentication
Microsoft's Deprecation of Basic Authentication & how it impacts mailbox connection in Halo. Microsoft will be removing the ability to use basic authentication in Exchange Online from 1st October 2022. This affects Exchange ActiveSync (EAS), POP, IMAP, Remote PowerShell, Exchange Web Services (EWS), Offline Address Book (OAB), Outlook for Windows, and Mac. SMTP AUTH will […]
How to Deal with Out of Office Automatic Replies from customers
In this lesson 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 […]
