Feature Ideas

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

Self Service Portal - Allow 'Everyone' to view service status Currently, the only way of allowing Everyone to view service monitoring alerts without being signed into the portal is if you enable 'Everyone' for the subscribed users. This is not ideal as if you wanted to alert the users subscribed to the service by sending an email communication out this would send out to everyone on the tenant. It would be cool if 'Everyone' Still allowed service monitoring but not trigger the emails.

Possibility to add subscribers via an SQL script, similar to how it is already done for scheduled ticket users. This allows subscribers to be easily added based on the contact stored in the contract with following SQL Query: SELECT A.chuserid as [ID] FROM CONTRACTHEADER A LEFT JOIN LOOKUP B ON A.chbillingdescription = B.fcode WHERE B.fid = 28 AND B.fvalue = '3CX' AND A.chuserid IS NOT NULL

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

Have the ability to send overdue invoice reminders to customers based on a specified timeframe.

Would like to see an integration with Huntress. Amazing product and being able to receive tickets directly would be very useful.

Tickets should show a full history of any changes that have been made. A few exampled of history not showing: If you change the title of a ticket, there's no history to show who changed the title and when.If you make use of the DevOps integration and link/unlink a work item, there's no history of this.If you edit an action, you are unable to see who edited it, what edits they made etc.If you set an SLA Hold date, there's no way of seeing what date previous SLA holds were set to. If someone accidentally removed the SLA Hold date, I'm unable to find out what date I originally had it set to.

I wear many hats in the company and as I log my internal time for the week it would be helpful to see how much time I spent in finance versus sales and marketing and operations We have the Time categorizations defined, and I can defin them with my internal time entry, but it would be great to have the color on my time sheet representative on how much time i spent working with each hat so I know when too much time is being spent in one area, may be time to hire a new person for that role. So in conclusion I want to go to my timesheet and see what I've worked on at a glance due to the time categorization being a different color for what I set to my time entry.

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

It would be good if the "Holiday" event types synced to Exchange calendars with Microsoft 365. As it stands the "Appointment" event type synchronises to calendars, but holidays do not.

Add function to quotes and invoices to allow reordering of items. We have quotes that could be 10+ items and you could add 5 items that are the same but related specific locations. You'd have to delete all entries up to the point where you want to put the same item together. Xero allows you to recorder invoice items via dragging and dropping using the 6 dots to the left of the invoice. Halo doesn't have this feature and it's a fundamental, removing items to reorder a list of products for clients could result in miss adding an item or applying incorrect pricing.

It would be really useful to be able to write an email in Outlook and pick the correct ticket number from a list or search, add time in and then send to Halo through the normal copy in the mail delivery email address as usual. The reason this works much better is: a) People don't ignore direct emails from people in the same way as they ignore automated emails from a PSA system b) The formatting used is much better and doesnt break as with the current output from Halo(and you can paste in other items without the formatting getting screwed too) You could use the same mechanism to book in ticket updates, appointments from tickets and tasks/notes from tickets to work from.

The call handling screen is great But I'd like the ability to create a 3CX Call Flow App where the call history is recorded directly against the customer/site/contact if using a DID Also need to be able to log this to the agents timesheet, overlaying the activity of thr agent. This call history should optionally be used for billing clients who are in Pay as you Go. Clients make many calls, at times without needing a ticket. This should be billable depending on the clients contract etc If a ticket is overlapping the time period of a ticket assigned to the customer, and for the same agent on the call, then we should be able to choose what time logs to bill on I have lots of calls with customers while traveling, I cannot open a ticket while driving, and I would forget to log the time at the end of the day. This could a significant loss of revenue.

Similar to the Automatic Billing Delay (and maybe replacing this feature request?) the Invoices have a status of DRAFT or SUBMITTED or AUTHORIZED that syncs to the accounting package such as Xero and others. If we set the invoice to DRAFT then we have to manually review the and approve invoices in Xero before they "go live" Expand on this to create a method inside HaloPSA to review and move invoices from DRAFT status to Submitted (and make sure Stripe and others only bill once the invoice is no longer a draft) allowing for checking and correcting of invoices in advance of the actual billing