Feature Ideas

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

It would be great to get an upgrade to the ALSO integration. We could really like to see start/end date and cost/price fields beeing updated through the integration.

If an Optional line item is in a pending status, it should not be included in the Total on the quote until it is selected/approved. It would also be nice if they can select the optional items before Approving the quote.

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

When a category is not present Halo prompts to say there is not. You then clear the alert, add category and hit send again. Could the alerrt just come up with the category select field? Then the process is just select the category and hit send.

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

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.

While the Azure subscription is detected, the integration is currently unable to retrieve key financial data such as pricing, cost, and sales figures. Request for Improvement: As more clients transition to Azure, it's essential to streamline the monthly billing process. To avoid manual adjustments, please enhance the integration so that Azure cost and sales data can be automatically pulled into Halo. This should support the creation and updating of invoice line items based on actual usage and pricing.

It would make it easier to read the Pie Chart at first glance rather than having to look at the colour coding labels on the side and matching the correct colour to the label. This would be especially beneficial for pie charts which display data for more than 5 categories.

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

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.

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.

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

We've had poor surveys resulting from a 3 strike rule type scenario where the end user has been unavailable for quite some time. We would like to ensure our agents have done everything possible to reach the end user so if they called the user from the ticket it would be good to record data such as call status (busy, answered, unanswered) and possibly the duration of the call. The current call on Microsoft Teams is flawed in that the note gets added to the ticket regardless of the outcome of the call. Teams asks for approval to make the call and it can be cancelled and still result in the note on the ticket saying a call took place.

Often have similar invoices that are not reoccurring, would be nice to clone existing invoices like Quotes, or have an Invoice Template we would be able to reference.