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 […]
Azure Mail Integration (Azure Mailbox Scan Method)
This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information. In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method Note: Incoming mail can take up to 5 minutes to […]
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 […]
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 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 […]
End-User Closure Confirmation
This guide details how to make use of end-user closure confirmation functionality. Sometimes, you may find that your agents have closed a ticket before the end-user was happy that the matter had been addressed. Well don't worry – Halo has you covered. Halo allows the option to enable 'End-User Closure Confirmation', which can be found […]
Setting Up Message Approval for Outlook
Whether you're initiating a mailbox for the first time or implementing additional security measures, requiring message approval before sending from a mailbox is a prudent strategy. In Exchange Online, this process is known as moderation, where a designated approver, or moderator, reviews messages before they are sent. This guide outlines the steps to set up […]
Canned Text
In this guide we will cover: – What is Canned Text? – Using Canned Text – Adding new Canned Text From an Action – Managing Canned Text – Importing Canned Text Admin Guides: Canned Text What is Canned Text? Canned text is pre-written, easily accessible content designed to allow speed and consistency in your actions. […]