Mailbox Configuration

Adding a Mailbox Without The Use of Azure or Google

The article provides a guide for setting up a mailbox in Halo Service Desk without using Azure or Google services. It includes steps for configuring both incoming and outgoing email settings, focusing on using IMAP for Gmail. Important considerations include starting with an empty mailbox to avoid converting all existing emails into tickets. Detailed instructions cover how to configure server addresses, ports, and security protocols, as well as customizing settings for different teams or departments. Finally, the article discusses email signature overrides and saving the configuration.

Additional Email Settings

This article describes various additional email settings for an email management system. Key settings include making agents followers of tickets they forward via email, hiding agent email updates from end users, preventing new ticket creation via email without predefined rules, and ensuring emails update tickets only if sent to the appropriate mailbox. Other settings include marking emails from different domains as private, restricting email acknowledgments to site domain addresses, preventing auto replies from altering ticket status, enabling standalone email sending, and using dynamic email lists. Options to suppress auto-responses and configure outgoing email defaults are also discussed.

Creating a Mailbox Overview

This article provides a detailed guide on setting up a mailbox within the Halo platform. It covers the prerequisites for setup, especially differentiating between hosted and on-premise customers. Key points include enabling incoming services, determining connection types, and configuring both incoming and outgoing email settings. Special attention is given to setting up credentials for multiple instances and logging email activity. Important notes warn users that adding a new mailbox will convert all existing emails into tickets, advising to start with an empty mailbox.

Email Configuration (High Level)

This article provides a high-level overview of email configuration within a system called Halo. It covers how to modify the email start tag for ticket identification, manage message groups and email templates, set mailbox overrides for controlling outgoing email settings, and configure email signatures. The guide emphasizes the importance of setting unique identifiers for emails and outlines the hierarchical structure for both mailbox overrides and email signature settings. Users are advised not to change email start tags frequently as it may disrupt email processing.

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.

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

Setting Up Message Approval for Outlook