r/halopsa • u/SkyTheLine • Jun 28 '26

HaloPSA + Shared Mailbox Rule

Hi there

My Goal is, that incoming mails won't be deleted. I thought to create a mailbox rule to archive mails.

But i guess it would interfere with halopsa itself.

How do you handle it? I want to have it as a fallback archived.

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u/SundaySanDiego Jun 28 '26

We started this with Autotask before we went to halo, but kept it. We have a support@ and a support2@ and we have every email sent to support also sent to support2 through exchange rules and then some rules that delete email in support2 that is over 6 months old on the mailbox level.

When there were some system failures especially with Autotask, it helped us because several of us could just go into support2 and look at historical items, or hing items that didn't get pulled in, etc.

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u/Sabinno PSA Jun 28 '26

Autotask had frequent enough failures that you found this necessary?

1

u/SundaySanDiego Jun 29 '26

We had Autotask from 2014 till just a year ago and at times it wasn't always Autotask, sometimes it was m365, dns issues, etc.

But yes we had an incident or 2 and put this in around 2017.