Feature Ideas

We heavily use to-do's as a way of creating checklists on common steps. However, a lot of our clients require unique custom checklists. We use IT Glue currently for this and it allows not only a to-do, but it allows that to-do to be expanded detailed steps (written in HTML). What I would like to see is the following To-dos have their own tab in tickets and not just a sidebar. To-do's can be expanded to show links or steps (See screenshot of Glue) To-dos once completed hide from the list To-do's that can be associated with a client site and be templated To-Do templates can be grouped

we use the Unifi Hardware stack for most of our networking as the controller for this is free and doesnt require a subscription. this controller uses standard Rest api to collect information. (www.ui.com) I have currently created a powershell based integration that collects all sites and hardware from the unifi controller and updates them via api in Halo. However, due to api throtteling this process is quite prone to error. It would be realy nice to have this as a proper integration. This api is Documented here: https://ubntwiki.com/products/software/unifi-controller/api

Halo has a few N-able integrations but is missing a key offering, Cove Data Protection Cove is an amazing cloud based backup product, It would be amazing to have a link for simple things like subscription tracking to link to recurring invoice items. Primarily 365 backup items but all would be beneficial

Our previous PSA has the option to print a label for a ticket, or an inventory item. The label would print out of a Dymo type label printer. We would print a label(s) from a ticket to attach to customer equipment or orders. First example, if a client dropped off a laptop and AC adapter, we could print a label to stick on the laptop & charger for easy tracking. Second example, if we order items for a project, when the order is received, labels can be attached to all of the items associated to that project. Our previous PSA also had a basic Point-of-Sale in it, and we could print a different type of label to attach to inventory. Which we could scan with a barcode scanner when adding items to an invoice/purchase screen.

When a ticket has attachments it shows how many in the tab. Would be great if a count could also be shown on other ticket tabs e.g. related tickets

A full functioning mobile app that doesn't require you to go to the browser version on your phone for 90% of your needs.

Have a secure way of sending passwords to Customers. Via a button in Halo, where you'd type in a password, it'd generate a secure link and embed it into the body of the email - then when the user clicks on the link, they are prompted to enter the ticket number for it. Or are forced into an area of the portal to retrieve the portal. Something like the attached maybe as options

Have the ability to send overdue invoice reminders to customers based on a specified timeframe.

Projects need stages to group tasks Tasks need to be ordered No way to bulk slide task dates if there is no date to start with. Calendar view needs to be more interactive, drag/drop tasks, etc It would be nice to see all notes on child tickets at the parent level. ...in other words, I should be able to look at the top level project and see a summary of all the notes/conversations that are happening on each task.

Would like to see an integration with Huntress. Amazing product and being able to receive tickets directly would be very useful.

It would be good if the "Holiday" event types synced to Exchange calendars with Microsoft 365. As it stands the "Appointment" event type synchronises to calendars, but holidays do not.

Add the ability to have Custom Fields and Ticket Types filterable under Billing Plan Combinations

It's great being able to create a scheduled ticket template, however it would be super useful if there was an option to manually run the schedule. This is great if you're wanting to create something that's monthly/quarterly etc, but don't want to wait until the next month/quarter to run it. i.e. create schedule, but also run now.

When a pre-pay customer has exceeded their pre-pay balance for a period/month - Agents need to see by how much they have exceeded their pre-pay balance on the ticket details page to properly make decisions and inform the customer.

One of the biggest complaints I have received about Halo's Knowledge Base is navigating between articles and FAQ groups. It would be extremely helpful to have both a forward/back button within the KB. And to have the FAQ group path for each article, with the ability to select any FAQ group in that path to jump to.