Feature Ideas

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

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

The buttons are currently at the bottom of the screen and customers don't use them (especially if viewing on mobile as have to scroll to the very bottom to see them) - they respond by email to approve which creates more work for the team approving quotes manually.

Have the ablility to create a recurring invoice template which can have all line items added but only bill/show on the invoice where they is a quantity. Also in the template have the Quantity being able to be set by Assets / Licecnce / User / Subscription The Idea behind this if we add a new product to the customer "office365 E3" Licence via Pax8 we dont need to go and add the item to the customer.

Current Functionality: When an agent is tagged in a ticket it shows up in their notification pane. When the agent clicks on this notification it takes them to the very top of the ticket. In many cases other actions/updates may have been added since the user has been able to check the notification, especially on collaborative project or estimate tickets. Why it matters: This creates a lot of time spent for the agent looking for the update that they were tagged in specifically. In larger estimates and projects this can be very time consuming. Especially for the cases where you may be tagged in multiple places in the same ticket, then you have to filter through which notification is associated with each tag. Proposed Solution: The proposed solution is to add an HTML anchor to notifications that have agents tagged. This way when they click the notification it will still open the ticket, but take them to the associated action that triggered the notification. Saving them time searching through the ticket. It likely can be accomplished by anchoring to the action div id.

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

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.

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.

It would be useful to see if a calendar appointment has been accepted by the attendee. Ideally, calendar entries should appear greyed out until they have been accepted.

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

The HTML editor chosen for use across HaloPSA lacks and has a terrible time copying data from Word Docs. I would love to see an improved or replace HTML editor across HaloPSA, especially in Knowledge Base Articles.

Would be great if we could alert on M365 service health - https://learn.microsoft.com/en-us/graph/api/resources/service-communications-api-overview?view=graph-rest-1.0&preserve-view=true

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

Currently the problem finder (I think that's what it's called) option only seems to use tickets and KB's in Halo, it would be good if this could also query the global KB's and client KB's in Hudu

We currently have to prefix (Do not use) or something similar on invoice templates and others that were at one point used because it will not allow us to delete. This is not good functionality and templates should have an ISACTIVE boolean that can be toggled like within other areas of Halo.