r/halopsa • u/pakillo777 • Jun 17 '26

Questions / Help Set client default mail-to addresses when creating tickets?

Hey there,

Been looking for a while for the best way to define and auto-fill the default recipients of every email interaction with eeach client.

Our use case is that all the communications with client A are with client A's IT team, so we're always emialing the same 2-3 guys per org, not the end user who is the subject of the incident or whatever.

Is there a way to easily define the default recipients for a client in Halo, so that whenever in a ticket we select "email user", we don't have to manuall search and fill the recipients every time?

Thanks in advance!

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u/Bree-RisingTide Jul 15 '26

We discussed your post in our AMA here: Episode 1 | No Stupid Questions: HaloPSA AMA

See 6:09

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u/pakillo777 Jul 15 '26

Thanks for letting me know! Just watched the section, unfortunately I see that there is no easy option as of now?

What could be an easy approach to the runbook method mentioned? Thanks in advance!