Send to Halo
Raise a HaloPSA opportunity or support ticket straight from an email in Outlook.
What it does
Open an email, press Send to Halo, and the pane reads the message, matches the sender to a Halo client and shows you what it is about to create.
- Raise an Opportunity, Service Request or Incident
- Quoted reply history is stripped, with the full thread one tick away
- Attachments come across with the record
- Optionally drafts a reply telling the sender which address to use next time
Nothing is created until you press the button, and the reply is only ever a draft — you read it and send it yourself.
Using it
- Open the email in Outlook.
- Press Send to Halo on the Home ribbon, or under Apps in the message window.
- Check the client and contact the pane has matched, and pick the record type.
- For an opportunity, choose the opportunity type — Halo will not accept one without it.
- Press Create in Halo.
Something not working?
Contact the MirrorSphere service desk at support@mirrorsphere.com.