7 guides
Email General Settings
The article provides comprehensive guidance on configuring email settings within HaloPSA, including mailbox setup, email rules, and formatting. It explains how to manage incoming emails, set dynamic exclusions, and configure email tags for ticket updates. The article also covers various email options related to forwarding, ticket creation via email, and treating agent emails as end-user communications. Outgoing email settings are detailed with options for email templates, previews, and auto-reply management. Additional features include email threading, multi-language templates, and automated acknowledgement handling.
Email Rules
Email Templates
The article provides detailed information on configuring email templates within the HaloPSA system. It explains the different components of email templates such as template description, subject, body and their settings. It also covers the use of dollar variables to customize the content. Additional functionalities include SMS, phone call text configuration through Twilio, and the application of templates within various processes like approvals, email rules, mailboxes, and notifications. It guides on how templates can be leveraged across different features of the system to automate and streamline communication.
Formatted Emails
Mail Campaigns
Mailbox Setup
The article provides a comprehensive guide on setting up and configuring mailboxes in HaloPSA, including details for Google, Azure, Office 365, POP3, IMAP, and EWS. It explains how to handle incoming and outgoing email settings, authentication methods, and security measures like TLS. Additionally, it covers advanced options such as site matching, ticket creation from emails, and configurations for handling Microsoft Defender policies. This guide aims to optimize mailbox management for seamless email processing and integration within the Halo system.
SMS Settings