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

Hello HaloPSA Team, We are using HaloPSA in Switzerland and would like to submit a feature request regarding commercial rounding to CHF 0.05. In Switzerland, rounding to 0.05 is a common practice, particularly because cash payments are rounded and many Swiss accounting systems apply this rounding automatically. At the moment, HaloPSA does not offer a native way to round invoice totals to CHF 0.05 or to properly handle rounding differences during payment processing. This leads to a recurring issue in daily operations. Customers often round the payment amount themselves, which results in a payment value that differs slightly from the original invoice total. As a consequence, invoices remain partially open in HaloPSA with small outstanding amounts (for example CHF 0.03). There is currently no rounding tolerance or automatic balancing mechanism to resolve these differences, which creates unnecessary manual work and inconsistencies. We would like to request support for optional CHF 0.05 rounding on invoice totals, configurable per currency (CHF). Such a feature would eliminate small open balances on invoices, ensure clean reconciliation with Swiss accounting systems, reduce manual effort during payment allocation, and provide a clear and audit-safe invoicing process. We believe this enhancement would add significant value for all HaloPSA customers operating in Switzerland.

We are currently using Dynamcis as CRM which has Sharepoint linked to it where all the documentation is saved (signed contracts, opportunities technical documentation) so when we create an opportunity within Dynamics, a Sharepoint folder under that customer is created. We are going to move to HaloPSA as CRM but we would like to be able to keep using Sharepoint in the most efficient way. Getting a Sharepoint list view per customer on they’re Sharepoint folder would be a great help. Also, automatically create a Sharepoint folder with the customer name in that library when creating a customer HaloPSA ánd linking it to the customer would be a very welcome feature. At the moment, it is just a connection via a Documents module which doesn't work for us. Per HaloPSA customer a unique Sharepoint folder https://sharepoint/customers/customername Per Customers opportunity tickets, automaticaly create a subfolder https://sharepoint/customers/customername/Opportunity/ticket0011-opportunitydescription1 https://sharepoint/customers/customername/Opportunity/ticket0022-opportunitydescription2

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

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

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.

Currently my team opens up Mutiple tab's when viewing tickets, they are manually pausing the clock between tabs'.

When editing an appointment that exists, the agent cannot be changed. Currently, you have to delete the appointment and create a new one for the new technician. This is inconvenient and sends out cancellations and new appointments.

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

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

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.

I'd love to see Halo automatically save drafts of notes/emails/etc when you're in a ticket (much like Office apps). Why? Let me take you on a short, but painful, journey. I was working a ticket for a good hour+, tons of notes in it documenting everything I was doing (disconnecting and deleting things)... and I accidentally closed the tab. I cried as I restored the tab and all my notes were gone, and I couldn't document them again as everything I documented was deleted from our system as I did it. I would love to see an auto save/draft feature that saves current notes and time entry like every X minutes. (either configurable or even something like every 5 minutes).

When adding notes to a ticket via the mobile app it would be useful to be able to add photos using the device camera. Currently adding from teh library is available but to be able to take live photos as you are working and adding notes would be much more efficient.

Direct password integration of passwords from 1Password to Halo PSA manage site passwords, agent passwords, and asset passwords.

It would be preferred to have different level of administrators. Some examples would be: Administrators that can only modify Email templates Administrators that can manage Specific to organisation items and customers Administrators that are allowed to manage integrations/advanced settings/Email accounts or not