Feature Ideas

Today it is possible to order users by the following: Username Main Contact, Important, General User, Username Rank It would be helpful if the following option was added "General User, Main Contact, Important, Username". This makes it a lot easier to find General User when a customer has a lot of important contacts. It would also be useful if admins could order the following "General User, Main Contact, Important, Username" in any order, but this is probably more complex to implement and I therefor recommend adding the option "General User, Main Contact, Important, Username" first.

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

Want to send invoices that are unsent after reviewing them? Well, get prepared to tick 250 really tiny boxes and hope none of them fail to send otherwise you'll have to do it again. You should be able to filter invoices by their creation date. Likewise, you should be able to filter the sent column and enter NULL or "" or 2 to show all tickets with more than 2 hours on them. On the client screen, I should be able to filter the next call date by entering

Markdown is an established standard, and should be easier to use than the typical WYSIWYG editors. Make this an option. Also, make it the default by means of a toggle in settings somewhere. I want to be able to go into any action where I am required to type info, and just use markdown. Particularly, include codeblocks. As an MVP, no syntax highlighting required. As an iteration, include syntax for bash, cmd, powershell, yaml, json, HTML. Those should cover most needs. I post snippets of code a LOT.

Please make it possible to configure what fields should be shown in the customer user details page. For example, we do not need a Home Mobile Number or a Fax Number for our customers. It would be very useful it that fields could be hidden.

We support customers of nearly a dozen types and just came from Connectwise where it was extremely easy to identify the type of customer that they were. Now, in Halo, we are completely lost. We've defined Customer Types and Customer Relationships, but they are buried in tabs and are not able to be added to lookups, filters, etc. It is EXTREMELY frustrating. We feel like we've gone back in time 10 years in the ability to slice and dice our customer list. As it stands right now, there is absolutley no way to look at the service queue and identify the type of customer without opening the ticket then search and scroll.

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

Ability to merge sites for a customer, in the same way as its possible to merge a customer.

When we schedule engineers and they finish their appointment that require them to email the user for follow up information, the ticket goes on hold but if the appointment is not closed first Halo puts the status of the ticket back to in Progress. This leads to tickets that go into a stale status for us. It would be nice if their was a setting that if the ticket goes into a specific status it would close the appointment or give an option to remove the linked status of the appointment so the ticket can change status based on the work of the engineer. I have tried an action that closes the appointment and sends an email as a workaround but if the action is done outside of the scheduled appointment it does not close the appointment and the status flips back.

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.

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"

Our HaloPSA instance currently has many imported phone numbers (for sites and users) that contain no formatting and are pretty hard to read as a result. This proposed auto-formatting feature would allow for phone numbers to be automatically cleaned up to conform to a specified format when displayed. For example, "1234567890" would become "(123) 456-7890". Additionally, it looks like HaloPSA stores phone numbers as text (strings) rather than as an actual numbers (integers). Instead of storing phone numbers as text, perhaps HaloPSA could automatically take formatted phone numbers and convert them to raw format-less numbers/integers. This would improve data-efficiency & would standardize the format in which phone numbers are stored. This would make it significantly easier for an auto-formatter to format phone numbers as they're being displayed.

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.

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

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.