Creating a Mailbox Overview
In this guide we will cover: – Mailbox setup Overview – Configuring Multiple Connection credentials for a single Mailbox (v2.182+) 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 you […]
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 Login to https://console.cloud.google.com. Select New Project from the Select a Project menu or Create Project from the Dashboard. Fig 1. Creating a new project. Give the project a name […]
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)
In this guide 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 received emails to create tickets. Incoming mail can take up to 5 minutes to be processed into […]
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. 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 […]
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 […]
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, there is an option to edit the start tag of […]
