Feature Ideas

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

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

Permissions with the ability to delete ones break time or a manager/admin could. Currently once you add the break there is no way to remove it. You can change the time to 00:00. but again those things should be managed by a manager/admin. Not the user.

Have the ability to send overdue invoice reminders to customers based on a specified timeframe.

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.

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.

Would be extremely handy to have integration with SentinelOne Much the same way ingram works, so it can be used as a sub count against recurring invoices. Would love the ability to map manually like the Ingram connector also SentinelOne is one of the biggest security providers in the world Surely a lot of people could benefit

I think this is one of those things that I spend a lot of time thinking about when I'm fumbling to set a time in a calendar invite. Click the time, set the hour. Drop down disappears. Click the time again, set the minute. Drop down disappears. Set AM/PM. Realize the time has changed on the appt's end time. Repeat the process again. The calendar's shared view is a mess. Viewing the same week for two techs requires a 40" wide screen and a lot of eye movement. Syncing back and fourth between Exchange happens either quickly (Halo>Exchange) or every 24 hours (Exchange>Halo) which effectively means that I can't use my Exchange calendar to make appointments that will show up at a reasonable time in Halo. I would love to see big refinement and simplification of this functionality. Many people on The Tech Tribe also share this feeling: https://portal.thetechtribe.com/community/topic/19349-loving-halo-what-are-you-feelings-about-the-calendar-function/#comment-164309

Hi, There's a handy way for Halo PSA's support team to log into all of our instances : this is really helpful. However, as customers, in our database, this "impersonation" is not visible in the audit logs. You'll see the actions performs, but with the name of the user whose account has been used. This is a serious compliance topic (and probably very quick to fix) ex: you've got an administrator account named "Bill", and your Halo PSA support consultant is named "Ted". When Ted impersonates Bill, all logged actions will be named after Bill. You can't know that Ted logged in, that an Halo PSA agent logged into your instance. Don't get me wrong : we still need this remote access feature. But for compliance matters, the audit log should tell us at least that an Halo PSA agent performed actions on behalf of a user.

Looking at a use case where items on a PO were received but the information was input wrong so they essentially need to be undone. I.e., cost/price, quantity, etc. It would be nice to be able to un-receive and un-consign to be able to edit the PO line item and re-receive the stock.

The inclusion of personalized column profiles in crucial areas like invoicing, quotes, orders, and products would provide significant advantages for the Admin and Accounts teams. This feature enables them to optimize these sections according to their specific needs, ensuring that the most critical information is readily visible and easily accessible.

Our support field techs pretty much exclusively need to do three things: Track journeys. Put in resolutions/notes. Issue/consign items deployed at the customer location. Unfortunately, number three is completely impossible. Not all of our techs have blazing fast, brand new smartphones, and the web app is very bloated and slow on mobile, which makes it very frustrating to use. We'd love to see item issuing and consignment built in to the app.

would be nice to add clock-in/out with location tracking in mobile app for payroll purpose

We have techs that sometimes forget to end a journey, creating very weird numbers on timesheets especially if they close a ticket. It would be nice to have a notification sent to the agent if they begin work on another ticket with an open journey. And also if a journey is left open for a configurable number of hours.

The current SharePoint integration only allows mapping to folders in the root Halo instance. It would be great to be able to map SharePoint folders to document folders at the Client level. We would specifically use to store and share client agreement documents with each client.