Feature Ideas

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.

Just like using the @ in a ticket will bring up the ability to reference a user I would like to see similar ability to reference another ticket ie.. @ticket# or something like this which will make it a hyper link.

Currently only administrators have access to create scheduled tickets. Being able to grant ad-hoc access to agents to create scheduled tickets for their customer's might be useful. For example: A customer account manager could create scheduled tickets for the customers they manage.

Under ticket ID: 1010499, we will be making the following improvements to One-Time Password sending: Allowing link to be sent without the need to log into the portal to use. Log an action into the ticket when a link is generated A default for the validity period. This is currently planned for November 2025. If there are any further refinements you would like, please suggest them below before then.

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

When we add our ninja agent before the stock is fully received (or if there's a mistake in the serial number), we end up with two assets. This most often occurs when we install ninja/rmm on an endpoint which creates an asset, then we receive/deliver the asset from a PO afterwards, which also creates an asset. I'd like to be able to retain the purchase information from the PO'd asset and everything else from the RMM synced asset. Or, if there's ever a field merge in question, just ask which of the two should "win". I currently do this manually via the API that copies data from the RMM synced asset into the purchased asset, then deletes the RMM synced asset.

Have the ability to create Dashboard Only Agent for Interactive Displays Similar to API Agent.

We would like to send notifications from Halo to Teams chat for agents (e.g. mentions etc.) but based on the Guides and our tests Webhooks only allow sending notifications to channels, not chat TeamsBot does not have the option to receive notifications

It would be great to see something like ChatGPT integrated directly into the Knowledgebase article creation for HaloPSA. We already do this manually - would be nice for HaloPSA to just read from a ticket and make recommendations using ChatGPT to automate creating SOP's and Knowledgebase articles based on tickets coming through.

The ability to do some advanced filtering on all table/tile overviews and bookmark these views. Example below: Field starts with "value" AND / OR Field !contains "value"

When entering data on some screens, you press the Escape key to efforts to close the pop up / overlay window but instead it closes out the entire series and takes you back to the parent screen.

The "ESC" key will force close a current task at the worst times occasionally. When write a new ticket and when KB or canned text is suggested "ESC" key will close the entire action or ticket being worked. Add an option to disable the key activity or changing its functionality would be helpful for user experience.

To allow for building custom integrations with more complex third-party APIs scripting support should be added to runbooks as an alternative to the flow chart system.

We have some agents who are spending time running through a private note or email action and then hitting discard instead of save. Having the option to either move the Discard button to the opposite corner or to prompt for the discard would be a great feature for this mistake!

We have numerous requests from our customers who use the self-service portal to be able to add an email address to be cc'd when they submit a ticket. They would like to capture an email address, not specific to the business (just any email address) and for that email address to also receive a copy of the 'New Ticket Logged' notification so they are aware that a ticket has been raised. Please can this be raised in development