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

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 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.

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

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.

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

Auditing/logging seems to be lacking for the reporting area. Could you consider adding auditing/config tracking for reports being created, edited, deleted.

If an action has multiple time entry options (eg 'Time Taken', 'Non-Billable Time', 'Travel Time') the agent currently will get all time show as the total for time logged on their timesheet for the day, but only the 'Time Taken' actually shows up on their timesheet, the other entries don't display on the timesheet, leading to large visible gaps when viewing it.

It would be great for our sales department to import the start date and end date of a CSP license using the Microsoft CSP integration?

I'd like to request a pop up “are you sure” prompt when clicking discard. This should be applicable within any ticket type, when adding a note/creating a ticket/adding a resolution detail etc. The options are always SAVE or NEXT or DISCARD. We would like to have the option to double check before what we were working on is deleted and page refreshed.

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.

Currently, the Pax8 integration is just set up with the Pax8 API and pulls down some data. There appears to be a way in Pax8 to have a full Pax8-supported integration. For example, in Pax8 they have Auto Sync with PSA support for Syncro, Autotask, Connectwise, and RepairShopr. I understand that if the Halo integration were setup this way it would allow additional data o be pulled into Halo. For example, we buy a cloud printing product called Printix through Pax8. This isn't a normal subscription that is setup under a client though. Printix shows up under our account in Pax8 and then pulls usage daily and bills the assigned customers. If you look under those customers, it does not show Printix at all. So this data does not come into Halo. I was told that if the integration was setup as an Auto Sync it wold pull this data in.

We get quite a few tickets that are duplicates for various reasons and need to merge them together. They have similar but not accurate names and then when going to view tickets/opportunities by type and looking at all - or by going to the client and looking at the ticket screen, it just isn't always easy to tell what is what. It would be great if there was a global option to basically hide all merged tickets from any view, other than by search, if typing that ID directly.

I'd love to see Halo automatically save drafts of notes/emails/etc when you're in a ticket (much like Office apps). Why? Let me take you on a short, but painful, journey. I was working a ticket for a good hour+, tons of notes in it documenting everything I was doing (disconnecting and deleting things)... and I accidentally closed the tab. I cried as I restored the tab and all my notes were gone, and I couldn't document them again as everything I documented was deleted from our system as I did it. I would love to see an auto save/draft feature that saves current notes and time entry like every X minutes. (either configurable or even something like every 5 minutes).

The documentation for HaloPSA is nearly unanimously the biggest gripe everyone has with the product, and better documentation has been promised for ages. Let the community help take some of the burden off the Halo team. I'm thinking something that uses tech like Git to version-control, PR, and allow for an easy review process. Markdown support would help us make it readable. And something with the ability to link other pages or issues. CakePHP has some of the best documentation of any project we've ever used. I think it's autogenerated by SphinxDocs reading the Github Repo This would be a HUGE help to the platform as so many of us see things in Halo and have no idea what they do. Letting customers and fans drive documentation and having it be in a controlled environment will ensure that documentation is customer-driven, accurate, and relevant.