Feature Ideas

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

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

Currently, you cannot select which columns to show in customer portal for assets, only 3 key fields are displayed by default. The generic description as Key field does not let the end user know, what is included, and it can include different fields for different asset types. Also adding fields from linked product such as SKU will be very useful.

The HTML editor chosen for use across HaloPSA lacks and has a terrible time copying data from Word Docs. I would love to see an improved or replace HTML editor across HaloPSA, especially in Knowledge Base Articles.

It would be super helpful to be able to export a project in Kanban and Gantt. Clients want to see project plans and rollout timelines and we need these to be printed or emailed.

The current 'Unassigned' setting for closing tickets is quite restrictive. It only offers a simple 'ON/OFF' option to determine if a ticket should be assigned before closing. Is it possible to enhance this feature by allowing the addition of conditional rules? For instance, requiring tickets to be assigned before closure only if the TICKET TYPE does not involve 'Alert'.

Please can you advise if it is possible to add an ‘Export to PDF’ button on the dashboard main view? This is simply to keep the same view and all its detail as we see it in a Dashboard For example, attched is a dashboard, we would like to export the view to a PDF as we see it below?

It is possible to map assets to different Asset Types through the "Asset Types" tab in the Intune integration. Today the following rule types exist to filter new assets: Is equal to Is not equal to Contains Is equal to (comma separated value) Contains (comma separated value) Starts with Ends with Has a value Does not have a value Please add the following alternatives: Does not contain Does not contain (comma separated value) Alternatively add a checkbox that could be used to invert the check. E.g. using "Contains" and checking "Inverse" would be the same as "Does not contain". I think this could be useful in other areas too, like Ticket Rules and runbook event filters.

It would be nice to have the "IFrame" tab option of "Customer" also for more entities, like "User", "Site", "Product".

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

Currently you can only have one Closed Ticket Status. This doesn't really suit how we work as we sometimes Cancel tickets which are raised in error, where as any tickets which are brought to a successful conclusion are 'Resolved'. At the moment when we Cancel tickets, they still show in the User Portal under Open Tickets as the Status itself is classed as an Open status, not closed. We're using the only Closed status we have available as Resolved.

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

I would like to change the favicon that is shown on the customer portal – right now it’s the red haloPSA favicon which doesn’t match our color scheme at all. Replacing it with our own custom icon preferred, alternatively the ability to set a HEX color code for the existing icon would be a 2nd option Also when going to our portal the loading circle is blue at first, and then changes to our green, is there any way to fix that? Right now the favicon is red, the initial loading circle is blue, and then finally things change to green, which is a pretty bad mis-match of colors Additionally, it would be great to have the option to repeat a background image vertically, right now we had to make a fairly large image in height to have it work on every possible screen/mobile device, but the caveat is that the background image takes a second or two to load in. If we could just have it repeating on the Y axis that would solve the problem, but I was told that it's not possible, even by custom CSS at this time.

Email alerts are noisy and out of hours they are simply not seen or when human error applies we fail. When a Notification is not attended to over a period of time, its becomes more important and the Escalation process should kick in (not by repeating the same method but rather by changing it) so we introduce two levels of Advanced Notification / Escalation System Noise Microsoft Teams phone call This way we can get the right level of attention to a situation BEFORE its too late