Feature Ideas

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

Update Addigy Integration to use Addigy v2 API and remove the dependency on the NHServer in HaloPSA for alerts. Addigy appears to support Webhooks like Ninja does.

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.

Currently, HaloPSA pulls subscription, quantity and pricing from Pax8. It detects Azure subscription but can't pull the pricing/cost/sale etc As more and more clients are moving to Azure, it's important that we don't end up doing the adjustment manually each month so please improve the integration so Azure cost and sale price can be pulled into Halo and translate to invoice line items creation/update

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 create Dashboard Only Agent for Interactive Displays Similar to API Agent.

We currently have the chat facility accessible via the Self Service portal however most of our clients do not use this as they find it easier to contact us via email. It would be a game changer if Halo could have a desktop feature where a 'Tray Icon' can be placed on the users Task bar and when expanded, quick access to a few frequent options could be accessible. For example: 'Log a ticket', 'View my tickets', Chat to an Agent', Knowledge Articles' etc. With end user experience in mind, it would be great for users to engage directly with our team rather than the tradtional email process. This would boost turnaround times as well as customer satisfaction. Attached is an example of another MSP software platform where there desktop tray icon is available.

Would like the ability to map asset types in Ninja to asset types in Halo. For example, in Halo all our current assets and items are filtered where asset type is called workstation or server. However, Ninja brings servers across as Windows_Server. This means we have to go and update all our reports as well as all our items where the quanity is mapped to device name is server.

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.

Add the ability to organize actions into groups in tickets. This could be accomplished with either drop-down menus with multiple actions or with brackets with actions tied to that group. Make it where we can name the group anything. An example would be having 4 Escalation actions; Escalate to Tier 2, Escalate to Tier 3, Escalate to Sales, Escalate to Manager. Most of those are not needed that often. It would be nice if there was a way to put them all together in one 'Action Group' that we could expand if one of those actions is needed.

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

WatchGuard Cloud has a well documented API. The management portal would allow us to sync over assets for billing as well as creating alerts from the WatchGuard Threat Sync solution.

We really need the ability to exclude using filters. It doesn't seem to allow the ability to use excludes - as an example - exclude service accounts or offboarded user accounts (we use ZZ as a prefix on offboarded users)

It would be great to be conditional formatting rules for a field on a report. If Value is > X, then make the cell red... that kind of thing. I know we can do that with a hacking HTML and report rows, but that is exceedingly cumbersom...