Halo have removed this guide from their knowledge base. This is our last mirrored copy, kept so existing links keep working — it may now be out of date.
Introduction
You can configure any number of mailboxes in Halo. The contents of these mailboxes will be parsed by a back end Halo application and tickets/opportunities are created/updated from these.
Emails can be sent either by SMTP or the Azure Graph API.
Before configuring your mailboxes, it is important to understand the terminology used here.
- Mailbox- Any 3rd party mailbox that you control and want HaloPSA to connect to. Usually a Microsoft Exchange, Office 365 or Google mailbox.
- Incoming - An email or mailbox that HaloPSA is parsing or connecting to.
- Outgoing - A mailbox or set of SMTP credentials associated to a mailbox that HaloPSA is using to send mail from.
In this course we will cover how to use and configure email features. To see a breakdown of each of the settings found within the email module, see our admin guides: