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

We currently use Outlook rules where it can add a two minute delay to sending. This helps if, in the unlikely event, an officer has sent an email to the wrong place. Please can something similar be added to HALOITSM if possible when sending an email?

When entering notes for a quote the field is a plain-text entry. You can manually put HTML in it to show up on quotes but it is extremely hard to read and work with. It also forces you to manually code your HTML. This means if you want to have well styled and presentable notes on a quote for a client whoever is writing them needs to know html. Tech Stuff: The field is "Quotations"->"Quotation Details"->"Notes" and the data is stored in $QUOTENOTE when presenting it on the PDF quote.

We would like to directly integrate the ConcertoPro plattform into Halo. In ConcertoPro you can manage many different supplier and distributor. You can use your own login with your own prices. Even HP Quotes are visible. Our wish would be that we can sync stock, prices, product description and so on. Like this we only have to edit it once. Later maybe even if you could directy order the stuff through Halo

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.

Currently my team opens up Mutiple tab's when viewing tickets, they are manually pausing the clock between tabs'.

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

Every view is useful and that's why you added all these views. Unpaid invoices, sites & users for a client, etc. Why can't I export them? We all agree they are very useful and concise collections of business data, but we're limited to seeing 50 rows and we can't export it. It's useful! You know it's useful! You put it in the application! Let me have the data! Thanks

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?

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.

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.

can we have an option that automatically forces halo to not ever send emails to users/mail recipients that have an email address of noreply@ optionall also postmaster@ as invariably thats also due to a mailbox not existing I keep having to deal various loops when this crops up. maybe just a blacklist of email prefixes or full addresses with the option for wildcards that it never mails.

By dragging a users asset to related asset, the ticket will be updated to hold the related ticket. Dragging seems possible, but dropping not ;-) This will benefit requests where the asset is not yet linked by the agent and the end user. All agents will benefit from this solution and it will safe time. No more need to click 4 steps : Click 'Add Asset'Seach the users assetsClick AssetConfirm Selection

I have saved contacts in the address book in Halo. When clicking on the "TO" field of the ticket email interface, I can see the address book entries at the top, but there is no way to select one of those email address to add to the TO or CC fields, without manually typing it in. Feature request: Provide an clickable option to add an email address from the Address Book to the TO/CC field when sending a client email from a ticket. (Alternatively, a double-click, or drag & drop, or some way to do it). Frustration to be solved: Not having to manually type in (or copy/paste) email addresses that are already shown in the address book above

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