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

We would like the ability to send reminder notifications to both agents and users when an appointment is scheduled on a ticket. Ideally, this reminder would be sent 30 minutes before the appointment start time. At present, there is no event trigger or notification setting that supports sending a reminder ahead of an upcoming appointment. As a result, scheduled appointments are occasionally being missed by our engineers, or forgotten by users who created them, simply because there is no prompt or reminder in place. Introducing an automated appointment reminder would help improve attendance, reduce missed appointments, and create a more reliable experience for both our team and our users.

Can we please get a seperation in this configuration setting located at config/tickets/settings -> "Complete Appointments, Tasks and To-ddo Items when the ticket is closed We believe that this should be allowed to configure to-do items seperately from Appointments and Tasks. Our organization uses To-Do items as a to-do list for our technicians to ensure they complete an order of operations and the system auto-completing them would be detrimental while we want to allow the system to be able to complete appointments automatically so long as the appointment date is in the past..

Add an optional email field on the level of an individual contract or a single recurring invoice. If this field is populated, only this specific recurring invoice will be sent to the defined email address. If the field is left empty, the system continues to use the customer’s default billing email address.

Every view is useful and that's why you added all these views. Unpaid invoices, sites & users for a client, etc. Why can't I export them? We all agree they are very useful and concise collections of business data, but we're limited to seeing 50 rows and we can't export it. It's useful! You know it's useful! You put it in the application! Let me have the data! Thanks

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.

It would be really useful to add a customers account manager to the self service portal. If this was implemented it would also help me as I use the Halo SSP and if I could see my account manager I could look there rather than me needing to ring up and ask. It's something I see on other portals I work with and it might be nice to have! See image attached.

At /variables we got a lot of variables, would be nice to add some variables like: $CURRENTWEEKNUMBER $TODAY $NEXTWEEK things like that, so when we create a weekly scheduled ticket, it can have the weeknumber in the summary when created for example.

Currently you can only have one Closed Ticket Status. This doesn't really suit how we work as we sometimes Cancel tickets which are raised in error, where as any tickets which are brought to a successful conclusion are 'Resolved'. At the moment when we Cancel tickets, they still show in the User Portal under Open Tickets as the Status itself is classed as an Open status, not closed. We're using the only Closed status we have available as Resolved.

I would like the option to add a user to multiple sites. we are a school society with 24 schools and have users which work on multiple schools.

automatically start timesheet startup upon technician login and logout

There is no native way of searching inside a ticket. If there aren't a lot of actions, you can certainly use the search functionality of the browser, but with the lazy loading module if you have more actions, it won't search past the already loaded actions. Having a seach/filter text input field around the place of the icon I placed on the screenshot would be great.

Right now, we have new leads come in via website queries. This is an email that comes into a mailbox mapped in Halo. This will create a user under the unknown company and create the Opportunity. The issue is this is not an "Account" so the user cannot be converted. Support has advised this is not currently possible, but it would make sense to have a way of creating prospects and accounts like you can when you create an opportunity manually.

Currently you can restrict agents access to clients(customers) through roles and permissions, whereby you specify the clients the agents need to have access to. Example if you have 1000 customers and you want to restrict agents not to have access to certain customers you need to add the clients one for one for the ones the agents need access to. This is not viable, also if you add a new customer you need to update the role and permissions also. It should rather have an exclusion (exceptions list). I would appreciate if this can have high priority.

This site works great if you have a large screen, but when working from my laptop, i waste a lot of time because of the frames. I have to go to the bottom to scroll over so i can see more, and then back up to what I am working on.