Office 365/Azure Mailbox Setup
In this guide we will cover: – Pre-Requisites – Supported Mailboxes – Initial Setup – Authentication Method – Credential Types – Processing Method – Configuring an Azure Application – Creating Credentials – Connecting to the Mailbox – Imports – Logging – Common Errors In this guide we will cover Office 365/Azure mailboxes in Halo, including […]
Creating a Mailbox Overview
In this guide we will cover: – Pre-Requisites – Mailbox setup Overview – Configuring Multiple Connection credentials for a single Mailbox IMPORTANT: Adding a new mailbox will remove ALL emails from the inbox and turn them into tickets/opportunities, moving the emails to the deleted items in the process. For this reason it is recommended that […]
Google Mail Setup (Setting up Google Application)
In this guide we will cover: – Setting up a Google Mail App – Create Credentials – Setting up Halo Setting up a Google Mail App Prior to setup it is important to note in order to connect your Google mailbox to Halo the mailbox will need a dedicated (Google) licence (unlike M365). This is […]
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 your 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 […]
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 […]
Email to SMS
In this guide we will cover: – Compatible Email to SMS Providers – SMS Settings – Setting up an Action to send SMS – Sending SMS to Service Users Admin Guides: SMS Settings Compatible Email to SMS Providers HaloPSA will work with most Email to SMS providers as they follow a similar method for converting […]
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 > General Settings. 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 […]
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:
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 […]