HaloCRM Guides

Setting Up Emails In HaloCRM

IMPORTANT: Adding a new mailbox will remove ALL emails from the inbox and turn them into tickets, deleting the emails in the process. Depending on your configuration, it may also send acknowledgement emails out of these tickets. For this reason it is recommended that you start with an empty mailbox.

Start by opening the Configuration page by clicking the gears at the bottom of the sidebar and head to channels > email. Here you will see the complete list of customisation areas,. for now head to the 'Email' section and to 'Mailbox Setup', the upper leftmost option.

Here, you will see any existing mailboxes listed. To create a new one click 'New' in the upper right of the inner window.

Top Tip: Any 'new' button mentioned in these guides will always look like this and be located in the top-rightmost corner of your active window.

This takes you to a new mailbox setup screen, you can have as many mailboxes as you wish, there are a lot of settings you can customise for each one! First enter a name for your new mailbox; here we have used HaloCRM Support as the name for ours.

Next, choose a connection method. This is entirely dependent on the mail server you are using with common public mail servers providing support for most connection types.

To see guides on how to set-up your email for Google or Azure connection types, see the guides below:

Office 365/Azure

Google

Once you have followed the required steps and input the relevant credentials; you can save your set-up.

If you are using Google authentication, you will have already authorised and saved your mailbox. You can now send in a test email to see incoming and outgoing emails in HaloCRM.

If you are using Office 365/Azure, you will be prompted to authorise the mailbox by logging in upon saving the credentials in Halo. Once authorised, if successful, emails can then be sent in and out of HaloCRM. You can send in a test email if you'd like to try it out.