Feature Ideas

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

Only the company name field is used as the key field (no two identical names are allowed), but another user, when creating a new record, may write the name differently and thus create two records for the same customer. In the example of Portugal, what uniquely identifies the customer entity is the NIF (tax number), so if there was the possibility of creating defined, mandatory and unique fields, it would be very useful.

It seems Halo’s Microsoft Teams “End-User Chat” integration (installed via manifest.json) still relies on the Skype legacy connector, which is outdated and not fully compatible with modern Teams functionality. Because of this, sending Teams-native emojis (from the emoji picker) or images/files will always break the chat, resulting in the following message: “The bot encountered an error. Please cancel the current conversation if necessary and try again. If the issue persists, contact support for assistance.” Current Issues • In the manifest.json configuration, supportFiles is set to false. This means the integration isn’t built to process attachments. • The Chat Profile setup includes options like “Allow file uploads,” suggesting this should work — but it doesn’t. • Since Teams automatically sends emojis and pasted images as inline image attachments, this mismatch causes consistent chat failures when users use an emoji or paste an image into the chat using keyboard shortcuts. • Users must type a “/Start a new conversation” command to begin chatting, which isn’t consistent with normal Teams behavior and feels unnatural – especially for non-native English speakers who expect to start typing in their own language as they would in any regular Teams chat. If they miss this step and type anything else, the chat replies with “I do not understand the command”, which feels confusing and off-putting in what should be a natural, conversational experience. Proposed Solution Rebuild the Teams “End-User Chat” integration using the Microsoft Bot Framework v4, which would require an Azure Bot registration. From our understanding, this would address the underlying limitations by: • Supporting Teams-native emojis and inline images properly. • Enabling reliable handling of files, images, emojis, and attachments. • Aligning Halo’s Chat Profile upload settings with actual functionality. • Allowing removal of the “/Start a new conversation” command by automatically detecting new conversations. Why This Matters • The Skype legacy connector is deprecated and not compatible with modern Teams message formats. • The Bot Framework v4 supports Teams-native emojis, attachments, adaptive cards, and conversation events. • This would add significant value for many customers, allowing end users to reach their service provider through Halo natively within Teams, where they already work every day.

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

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.

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

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

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'd like the title of the Quote to inherit the title of the Opportunity when creating it from an opp This saves us having to input the same text twice, and as it's a visible and useful field in the client portal for end-users to navigate their quotes it's quite important to us that we set this

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

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

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.

It would be useful if we can have a setting where the price or cost of a bundle can be generated from the related items on the bundle, rather than being set on an individual line basis. e.g. Gold Package with related items of RMM Agent, Antivirus, Email Security etc. The Cost for the Gold Package _could _come from the cost price of the related items or be manually set. The Price for the Gold Package _could _come from the sell price of the related items or be manually set. Then have the option to increase the relevant cost or sell price of the bundle if the bundle is flagged for calculated costs and an underlying item price changes, similar to the "update recurring invoice line items" check box when adjusting a product price, but to allow updating bundles also.

Since a recent update we can open tabs within Halo, great! It would be nice to be able to move the order of the tabs.

We often link users to agreements and recurring invoices. Hence, we need to update the list of users for customers frequently. Especially for new customer onboardings we usually import all users via CSV. Ideally, this task is fully handled by any of our Project / Onboarding Engineers. As of today, user imports via CSV are only possible for Agents that are also full Administrators. As this gives agents full access to all billing and HR-related information, this is not ideal. Plus, it breaches our security standard of not assigning elevated access rights unless really needed. In short: It would be great if you could add a specific permission flag for user imports via CSV, so we can add this flag to an appropriate role and give that to all users who need it.