Enhanced To-Do List
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
Glyn W#Servicedesk 💁🏽#Styling 🎨18
Secure Password Sending
Have a secure way of sending passwords to Customers. Via a button in Halo, where you'd type in a password, it'd generate a secure link and embed it into the body of the email - then when the user clicks on the link, they are prompted to enter the ticket number for it. Or are forced into an area of the portal to retrieve the portal. Something like the attached maybe as options
Matt D#Servicedesk 💁🏽19
Multiple suggestions for projects module
Projects need stages to group tasks Tasks need to be ordered No way to bulk slide task dates if there is no date to start with. Calendar view needs to be more interactive, drag/drop tasks, etc It would be nice to see all notes on child tickets at the parent level. ...in other words, I should be able to look at the top level project and see a summary of all the notes/conversations that are happening on each task.
Luke P#Project Management 📒13
Recurring Invoice Template
Have the ablility to create a recurring invoice template which can have all line items added but only bill/show on the invoice where they is a quantity. Also in the template have the Quantity being able to be set by Assets / Licecnce / User / Subscription The Idea behind this if we add a new product to the customer "office365 E3" Licence via Pax8 we dont need to go and add the item to the customer.
Paul#Billing 💰7
Desktop Tray Icon for the Halo application
We currently have the chat facility accessible via the Self Service portal however most of our clients do not use this as they find it easier to contact us via email. It would be a game changer if Halo could have a desktop feature where a 'Tray Icon' can be placed on the users Task bar and when expanded, quick access to a few frequent options could be accessible. For example: 'Log a ticket', 'View my tickets', Chat to an Agent', Knowledge Articles' etc. With end user experience in mind, it would be great for users to engage directly with our team rather than the tradtional email process. This would boost turnaround times as well as customer satisfaction. Attached is an example of another MSP software platform where there desktop tray icon is available.
Natalie N#Servicedesk 💁🏽#Self-Service Portal 🌍29
Ubiquiti Unifi Controller integration
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
Marco#Integrations 🔗#API 🤓#Asset Management 💻13
Dashboard Only Agents
Have the ability to create Dashboard Only Agent for Interactive Displays Similar to API Agent.
Connor - EZPC Halo C#Misc 🤷4
Huntress integration
Would like to see an integration with Huntress. Amazing product and being able to receive tickets directly would be very useful.
Brent R#Integrations 🔗11
Ninja Integration Update
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.
Glyn W#Integrations 🔗#API 🤓#Asset Management 💻10
Billing Plan Combinations ( Ticket Type + Custom Fields )
Add the ability to have Custom Fields and Ticket Types filterable under Billing Plan Combinations
Connor - EZPC Halo C#Billing 💰4
Allow actions to be added to Right Click menu
I think it would be a handy feature if we can right click on a ticket and do an action from there This will allow clean up on messy boards to be so much easier as we have an action that does something specific within Halo
James W#Servicedesk 💁🏽3
Scheduled Tickets - Ability to Manually Run
It's great being able to create a scheduled ticket template, however it would be super useful if there was an option to manually run the schedule. This is great if you're wanting to create something that's monthly/quarterly etc, but don't want to wait until the next month/quarter to run it. i.e. create schedule, but also run now.
Adam A#Servicedesk 💁🏽#Misc 🤷3
show contract details in customer portal
please add the feature to show detail contract info like Hours remaining, used, total … in the customer portal
Ingo L#Servicedesk 💁🏽#Billing 💰#Self-Service Portal 🌍0
Personal Notifications for non-admins
At this time, agents cannot setup personal notifications in Halo, this is a feature only allowable to admins. We have situations where we have agents that want different notification options than are currently in the system. We would like to be able to empower them to create their own notifications and alerts. This would allow them to add more specific notifications for different types of tickets and routing to different channels like email.
David S#Misc 🤷1
A working mobile app
A full functioning mobile app that doesn't require you to go to the browser version on your phone for 90% of your needs.
Chad H31