Feature Ideas

Our HaloPSA instance currently has many imported phone numbers (for sites and users) that contain no formatting and are pretty hard to read as a result. This proposed auto-formatting feature would allow for phone numbers to be automatically cleaned up to conform to a specified format when displayed. For example, "1234567890" would become "(123) 456-7890". Additionally, it looks like HaloPSA stores phone numbers as text (strings) rather than as an actual numbers (integers). Instead of storing phone numbers as text, perhaps HaloPSA could automatically take formatted phone numbers and convert them to raw format-less numbers/integers. This would improve data-efficiency & would standardize the format in which phone numbers are stored. This would make it significantly easier for an auto-formatter to format phone numbers as they're being displayed.

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

When we are creating quotes for customers, it would be handy when the invoice has been issued for hardware payment from the ticket gets paid by the customer, a private not would be added to the ticket with the Invoice PAID date and this will also notify whoever owns the ticket to go ahead and order the product.

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

It's currently impossible to visually navigate invoices in Halo. If you want inspect the contents of of a few different invoice, you need to click in to preview it, then navigate back out and then back in to the next one. We need a button on the actual invoice preview to navigate between al invoices to the client. Hope you can make this happen !

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

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.

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.

Ability to merge sites for a customer, in the same way as its possible to merge a customer.

It would be awesome to have integration for Keeper password manager to sync the licenses into our customers license list. This helps with the invoicing for the customer.

I think it would be really beneficial to have Customer passwords be accessible directly within the Halo UI, if I could click on an asset and be given a password with that name, it would save me and my engineers loads of time...

Would be nice to have notification triggers for events like -- stock received, items consigned, etc. on purchase and sales orders Example Events: Sales order is in X status and order date more than X days ago Sales order is in X status and estimated delivery date is X days ago Sales Order is in X status and Invoice Date more than X days ago Purchase Order/Sales Order is in X status

It would be nice to be able to use "Supplier Updated" as a notification trigger to create notification rules as well as a variable for the suppliers action note

Integrate timesheets into Quickbooks time to import employee time.

At times, ToDos cover the common process for a ticket. On occasion it is necessary to not do one of the ToDo steps (or an engineer forgets entirely) When closing a ticket, it would be handy that the system requires a note as to why there are incomplete items (without having to rely on the engineer to note it themself without a prompt to do so), much like how it requires one when deleting a ticket