Email

Email Start Tag being Auto-Filled with your email address (Keeper Browser Extension)

Email to SMS

This article provides a guide on setting up and using Email to SMS services within HaloPSA. It covers selecting compatible Email to SMS providers, configuring SMS settings, and creating actions to send SMS messages. Key steps include entering the provider's email address, enabling the 'Send SMS To End-User' option, and setting up phone number entry on ticket actions. The process involves sending an email in the format of {phonenumber}@{SMSProviderDomain}, which the provider converts into an SMS. Also, users can send SMS to service users or subscribers.

Google Mail Setup (Setting up Google Application)

This article provides a comprehensive guide on setting up a Google Mail App for integration with Halo. It begins by outlining prerequisites, such as the need for a dedicated Google license. The setup process involves creating a project in the Google Cloud console, enabling the Gmail API, and configuring OAuth consent and credentials. Detailed instructions for both Workspace and non-Workspace users are provided. The guide also covers connecting the app with Halo, authorizing access, and configuring mailbox settings, including setting default mailboxes and assigning deletion labels.

Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.

The article addresses an error with Gmail SMTP when a secure connection or authentication is not established. To resolve it, users should allow less secure apps in their Google account security settings and then retest the mailbox.

Office 365/Azure Mailbox Setup

This guide details the setup of Office 365/Azure mailboxes for processing emails into the Halo system. It covers pre-requisites, supported mailboxes, initial setup, authentication and credential types, and processing methods. Instructions include configuring an Azure application, creating credentials, and connecting to the mailbox. It also explains the use of different email processing methods, such as Mailbox Scan or Webhooks. The guide provides troubleshooting tips for common errors and advice on handling email logs and imports.

Refreshing an Azure Token

This article explains the process of refreshing an Azure token, which is essential for maintaining access between external sources and Microsoft services like Halo. Tokens need refreshing due to expiration from time limits, security changes, or inactivity. The article guides users on checking integration and mailbox errors that indicate token expiration, such as in logs or monitoring tabs. The refresh process involves disconnecting, reconnecting, generating a new application secret in the Azure portal, and signing back in to reestablish the connection, thus renewing the token validity.

Sales Mailboxes - Azure

This article provides a comprehensive guide on configuring and managing Sales Mailbox Integration in Halo. It covers Azure Active Directory setup, connecting and adding mailboxes, enabling the Halo Integrator, and viewing mail through the 'My Inbox' module. The integration is customizable, allowing agents to use personal mailboxes during sales processes within Halo. It also supports mail campaigns and automatic matching of emails to opportunities. Additionally, configuration options include setting override mailboxes for quotations and modifying email chain views for better communication management.

Sales Mailboxes - Google