Feature Ideas

In the settings screen it is currently only possible to search settings for a /section/ (i.e. 'integrator'). Given the vast complexity of the HALO product and the fact that a great number of settings that might be considered related are not actually grouped together, the organic way in which settings are added, and the typically very lacking documentation, please make it possible to search the actual setting 'labels' and descriptions. i.e. I should be able to search for "new user" and at least be able to click through to the exact location of, if not see the current state of, all the setting options with the string "new user" in their title or in-line help text

When creating a quote, we select an item and we can edit the 'Name' and various other fields however, it would be handy if we could also edit the 'Sales Description' as we sometimes edit this depending on the product. For example our networking team often use a product called 'Networking Hardware' and then would like to add to the sales description what exactly that includes as this field appears on the invoice at the end.

In HaloPSA Timesheets, we should be able to enter the Start time and End times via keystrokes on the keyboard and without having to click scroll through the time scroller for both the hour field and minutes fields to add in our times. We should also be given a field to deduct time when staff need to enter a block time in with other tickets \ tasks completed during this block time in a working day. This archaic front end is a relic of the 1980's, is inefficient + cumbersome, and cost us time.

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

The Current MCP Server doesn't work with Claude (OAuth errors). Adding OAuth 2.0 Auth Server compatibility (see https://ideas.halopsa.com/b/wmw32n0q/feature-ideas/oauth-20-authorization-server-metadata) may resolve this... but whether it does or not, Claude integration would be very useful for those of us using it as a corporate AI solution.

I would like the option to add a user to multiple sites. we are a school society with 24 schools and have users which work on multiple schools.

Ticket notes & draft emails, etc. should autosave to the tickets in case of a browser refresh or crash. If you had started writing notes and then refresh the ticket page then you should have a button or option to reload what you had last typed in there instead of needing to start over. I'm a new Halo user coming over from Syncro and this is the most basic feature that Syncro has and Halo is missing. I've lost a few draft ticket notes already but I'm sure many of you have lost many more. Ideally this would work in forms outside of the service desk as well, in the knowledge base, in the self-service portals, etc. All of those rich text and really any field should be autosaving while you type so if you refresh then you can click a button to get back what you had.

Could you please build a Microsoft Copilot Connector that allows interaction with all the data in Halo?

Here's all the things that need to be included in the next iteration of Time Sheets in Halo: Time sheet periods - The ability to establish timesheet periods to tie billing, payroll, workflows, approvals to. I expect my team to update their timesheet daily with a minimum of all hours work entered onto them. I expect the team to submit them to me every week so I can review and approve them to move over to billing to be invoiced.Time Summary View - The ability to slice & dice data on a time sheet to speed up time sheet reviews for approvals. Need to see Time by Ticket, Time by Day, Time by Charge Type, Time by Agreement Type, time by billable status, time by appointment etc. There's no point in having an approvals process without being able to see what we're approving without opening each ticket one by one... I need to make sure that every time entry is compliant. Travel time is set to travel time, communications is set to no charge, notes are clean & professional, AM/PM mistakes are caught, super long time entries are caught etc.. A single tech could have 50+ time entries per day that I have to open each one - one by one - to review. multiply that by the number of techs I supervise... there goes my day.Flagging items for rejections with a reason/explanation. As a timesheet approver, I need to redirect corrections back to the agent with context so they can correct it next time.Time Sheet notifications - Notifications should have multiple variables to notify on. Right now, timesheet notifications are based on whether they meet or exceed hours logged, but I want it to be notified on hours worked. No option for that.Lock timesheets once submitted WITHOUT affecting future actions on a ticket.Ability to enter blocks of time to non-billable/non-production activities. For example: meetings, team events, internal stuff, administrative "things"... Sure I could tell the team to create a ticket for those things, but that's time consuming and too much overhead to make it work. And I refuse to enable quick time because Quick time doesn't allow me to restrict how it's used. (I have issues with folks entering quick time against clients and that's a no no...) time against clients are only for tickets & projects. So, quick time is not allowed here. I hate to say it, but this is one area ConnectWise had right. @Halo - we are MSP's - time is money, and without a method for governing and auditing that time - Halo is nothing more than an ITSM.

We have assets syncing from our Ninja RMM system, but ran into some issues, where if we delete a device in Ninja, this does not sync through to Halo, so the devices don't get deleted. Also, if we update the device status in Ninja RMM from Active to Spare, or change it to Decommissioned in Ninja, these changes also don't pull through when it syncs over. This would be very handy if enabled, as currently you're needing to do double / triple work to make sure the different systems are all in sync.

Have the ability to create Dashboard Only Agent for Interactive Displays Similar to API Agent.

You can't easily move around the email addresses when emailing from a ticket. It would be great if you could drag someone from CC and drop into the To section without having to search for that user and delete the other one.

Hudu has this feature so it must be possible to achieve. If Client's website is mentioned under client, it should reach out to the website, get the logo and add it to the client in Halo.

Want to send invoices that are unsent after reviewing them? Well, get prepared to tick 250 really tiny boxes and hope none of them fail to send otherwise you'll have to do it again. You should be able to filter invoices by their creation date. Likewise, you should be able to filter the sent column and enter NULL or "" or 2 to show all tickets with more than 2 hours on them. On the client screen, I should be able to filter the next call date by entering

wouldn´t it be great, to have the same login for the https://support.haloservicedesk.com/portal/ and https://ideas.halopsa.com/ and to be able to create an Idea from a ticket, so that dev could not only read the idea, but also the support case which lead to the feature request?