Feature Ideas

Our HaloPSA instance currently has many imported phone numbers (for sites and users) that contain no formatting and are pretty hard to read as a result. This proposed auto-formatting feature would allow for phone numbers to be automatically cleaned up to conform to a specified format when displayed. For example, "1234567890" would become "(123) 456-7890". Additionally, it looks like HaloPSA stores phone numbers as text (strings) rather than as an actual numbers (integers). Instead of storing phone numbers as text, perhaps HaloPSA could automatically take formatted phone numbers and convert them to raw format-less numbers/integers. This would improve data-efficiency & would standardize the format in which phone numbers are stored. This would make it significantly easier for an auto-formatter to format phone numbers as they're being displayed.

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

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

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.

Have the ability for customers to type their name and auto generate a signature on the quote instead of having to draw a signature using the Mouse

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

I would like to change the favicon that is shown on the customer portal – right now it’s the red haloPSA favicon which doesn’t match our color scheme at all. Replacing it with our own custom icon preferred, alternatively the ability to set a HEX color code for the existing icon would be a 2nd option Also when going to our portal the loading circle is blue at first, and then changes to our green, is there any way to fix that? Right now the favicon is red, the initial loading circle is blue, and then finally things change to green, which is a pretty bad mis-match of colors Additionally, it would be great to have the option to repeat a background image vertically, right now we had to make a fairly large image in height to have it work on every possible screen/mobile device, but the caveat is that the background image takes a second or two to load in. If we could just have it repeating on the Y axis that would solve the problem, but I was told that it's not possible, even by custom CSS at this time.

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.

You can't easily move around the email addresses when emailing from a ticket. It would be great if you could drag someone from CC and drop into the To section without having to search for that user and delete the other one.

Having the ability to pull the catalog, availability, and pricing drastically decreases the time spent on drafting quotes/proposals. Not only does it allow you to quote faster, but it will help when following up on quotes to see if the product has changed in availability or price. Finally, it helps to reduce human errors within the quote/proposal since it is pulling directly from the distributor. Seeing Ingram Micro, D&H, and Tech Data would be a game changer for this PSA.

See example (attached) , in Microsoft teams after typing ``` and then hitting space, it will create a code based text area within the normal text box. It would be awesome if halo could support this in your text editor.

Exposing an audit api or some form of exporting audit logs to a SIEM platform would allow us to monitor the instance and have a separate record of accountability. If there was an API to poll, we could develop a job to poll the latest auditing data of the instance, or if there was a streaming capability of the instance to syslog or to a webhook would also work to capture the instance activities of users and agents. We currently capture data from our WAF/ZT service as well as IIS logs, but from the application itself would provide context from the system point of view.

It would be nice to be able to use "Supplier Updated" as a notification trigger to create notification rules as well as a variable for the suppliers action note

My first EOFY with Halo, and I wasn't able to run a stocktake. I can belive how they dont have this built in. No way to go and count all your in stock hardware and make sure its all accounted for. Im sure I cant be the only shop that uses halo and has stock that needs to be chaecked each year (or should be more frequently). Im not even in retail and this is a need. Anyway, support said just run a report and check it off. It would take far too long to count everything and manually match it off against a list. Instead, I knocked up this stocktake app that pulls in all the stock and allows me to just scan everything with a barcode scanner to count it. Spent a couple hours making it and then only an hour or two stocktaking. Much quicker and a far better result, as I am able to get reports out of it and reasons for missing stock. It counts serial numbers too, not just item quantities, so I can verify that everything I think should be here is actually here. Syncro had something like this built in, which is where my inspiration for how this operates came from. I would love it if Halo could implement this as a module, but in the meanwhile, maybe this can help others. https://github.com/ElliottsTech/Halo_Stocktaker

It's very easy to mistakenly change the parent of a ticket by clicking on the field in the right hand pane and pasting another number in. It would be good if there could be an option to either restrict which agents can do this, or allow a menu item for "Change Parent Ticket" so that this isn't so easy to do by accident