Feature Ideas

Let us know what you'd like to see in a future release of HaloPSA

Trending
  1. Make every configuration setting searchable

    In the settings screen it is currently only possible to search settings for a /section/ (i.e. 'integrator'). Given the vast complexity of the HALO product and the fact that a great number of settings that might be considered related are not actually grouped together, the organic way in which settings are added, and the typically very lacking documentation, please make it possible to search the actual setting 'labels' and descriptions. i.e. I should be able to search for "new user" and at least be able to click through to the exact location of, if not see the current state of, all the setting options with the string "new user" in their title or in-line help text

    Phillip B

    2

  2. Microsoft Copilot Connector

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

    Craig M

    19

  3. Run Ticket Rules/Automation based on set time frequency

    Currently ticket rules or automation actions via workflows can only be triggered by a ticket update (or a once off number of minutes after the ticket is updated). Adding an option to have rules or automation actions run on a specified frequency e.g. every hour, every day, etc. would be great as we used this feature for a number of key functions within ConnectWise previously.

    Stewart K

    3

  4. one user at multiple sites

    I would like the option to add a user to multiple sites. we are a school society with 24 schools and have users which work on multiple schools.

    gert.vanderstappen@agora.nu

    8

  5. New variable that allows Parent_symptom if users cant see that ticket type.

    Allow Parent _symptom even if users are not able to see the ticket type. Internal agents would like to be able to use this info in emails and alerts without it being visible to users.

    Kris R

    0

  6. 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 H

    34

  7. 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

    18

  8. Allow "Holiday" event types to sync to 365 Calendars

    It would be good if the "Holiday" event types synced to Exchange calendars with Microsoft 365. As it stands the "Appointment" event type synchronises to calendars, but holidays do not.

    Ollie T

    20

  9. Integration with Cove Data backup from N-able

    Halo has a few N-able integrations but is missing a key offering, Cove Data Protection Cove is an amazing cloud based backup product, It would be amazing to have a link for simple things like subscription tracking to link to recurring invoice items. Primarily 365 backup items but all would be beneficial

    Andrew H

    10

  10. Pause Timer when Halo Tab is idle / Only run timer on active Halo Tab

    Currently my team opens up Mutiple tab's when viewing tickets, they are manually pausing the clock between tabs'.

    Mark S M

    3

  11. Gamification for Support tickets

    I've been thinking about how we can make our Support Desk module even better and more engaging for everyone. What if we add some gamification elements to spice things up? I believe it could really boost our team's energy and productivity. Here's the idea: Let's integrate some fun gamification features like points, badges, and leaderboards. These could be based on response times, customer feedback, and how quickly we solve tickets. Why it's a great idea: More Engagement: It could make our daily tasks more fun and competitive in a good way. Better Performance: With rewards and recognition, everyone might be extra motivated to bring their A-game. Happy Team, Happy Customers: When we're engaged and performing at our best, it translates into better service for our customers.

    Marco

    1

  12. Show Break Time in Timesheet

    Being able to see the breaks directly on the timesheet overview would make it easier to review the hours before submitting it. For example, they could be displayed right below the start and finish time.

    Maximilian W

    1

  13. Teams notification

    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

    Metod R

    5

  14. 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

    16

  15. Notifications - Escalate via Teams Phone call or Sound

    Email alerts are noisy and out of hours they are simply not seen or when human error applies we fail. When a Notification is not attended to over a period of time, its becomes more important and the Escalation process should kick in (not by repeating the same method but rather by changing it) so we introduce two levels of Advanced Notification / Escalation System Noise Microsoft Teams phone call This way we can get the right level of attention to a situation BEFORE its too late

    Stephen Y

    62