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 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 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 (or Configuration > Email > General Settings if on v2.190.1+). Make Forwarding Agent a Follower When enabled, this setting will ensure that any agent who forwards an email into […]
Sales Mailbox Integration
In this guide we will cover: – Azure Active Directory Configuration – Connecting the Mailbox – Adding the Mailboxes – Halo Integrator – Viewing the Mailbox – Other Configuration – Setting Overrides Azure Active Directory Configuration This integration allows you to create actions on open opportunities from emails within specified sales mailboxes. The integration will […]
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 (or Configuration > Email > General Settings if on v2.190.1+), […]
Azure Mail Integration (Webhook Method Included)
This video covers the Mailbox Setup for Email Processing via Webhooks (Read the guide for full setup and how to configure error notifications per agent). In this guide we will cover: – Supported Mailboxes – Enabling Incoming Service/Scheduling Service – Choosing an Incoming Method – Configuring an Azure Application – Connecting to the Mailbox […]
