Feature Ideas

I would like to change the favicon that is shown on the customer portal – right now it’s the red haloPSA favicon which doesn’t match our color scheme at all. Replacing it with our own custom icon preferred, alternatively the ability to set a HEX color code for the existing icon would be a 2nd option Also when going to our portal the loading circle is blue at first, and then changes to our green, is there any way to fix that? Right now the favicon is red, the initial loading circle is blue, and then finally things change to green, which is a pretty bad mis-match of colors Additionally, it would be great to have the option to repeat a background image vertically, right now we had to make a fairly large image in height to have it work on every possible screen/mobile device, but the caveat is that the background image takes a second or two to load in. If we could just have it repeating on the Y axis that would solve the problem, but I was told that it's not possible, even by custom CSS at this time.

The Current MCP Server doesn't work with Claude (OAuth errors). Adding OAuth 2.0 Auth Server compatibility (see https://ideas.halopsa.com/b/wmw32n0q/feature-ideas/oauth-20-authorization-server-metadata) may resolve this... but whether it does or not, Claude integration would be very useful for those of us using it as a corporate AI solution.

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.

It would be really useful to be able to write an email in Outlook and pick the correct ticket number from a list or search, add time in and then send to Halo through the normal copy in the mail delivery email address as usual. The reason this works much better is: a) People don't ignore direct emails from people in the same way as they ignore automated emails from a PSA system b) The formatting used is much better and doesnt break as with the current output from Halo(and you can paste in other items without the formatting getting screwed too) You could use the same mechanism to book in ticket updates, appointments from tickets and tasks/notes from tickets to work from.

Halo will only display 15 recurring invoices on a page despite the main screen page size you have set in your agent preferences or advanced settings. Setting this to 50/100/etc, and it works for invoices, customers, or tickets, but for recurring invoices it only ever displays 15 on a page.

It would be awesome to have integration for Keeper password manager to sync the licenses into our customers license list. This helps with the invoicing for the customer.

For teams that have different people working different schedules, it's helpful to have workdays/shifts reflected on each person's schedule. Currently, if one person works 8am-5pm they can only restrict their view to their workday, which prevents them from being able to check resource availability for an activity for someone else from 5pm-6pm. Rather than fully cutting off the calendar view for nonworking times, set the calendar display to the company workday (or a standard view) e.g. 7am-6pm and grey out those hours the employee is not working. The same action could then be automated for Holidays. If it's a non-working day grey it out.

Is there any way that the " assets " info can be moved to a better, more accessible location. Depending on your monitor setup, you won't even see this without scrolling far right and all the way to the bottom. Seems that it would be far more beneficial to be closer to the top as it contains crucial info for alert tickets

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

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

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

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

It would be really useful to add a customers account manager to the self service portal. If this was implemented it would also help me as I use the Halo SSP and if I could see my account manager I could look there rather than me needing to ring up and ask. It's something I see on other portals I work with and it might be nice to have! See image attached.

It would be good to be able to specify the "parent" client account for a "child" account. For example, when there is a holding company that has 5 "child companies" - you could go to the holding company and see all users across all companies, all tickets, all invoices, etc. You could specify if the child company's invoices should be billed to the child or to the parent.

Currently all alerts being raised from LogicMonitor into Halo have a Ticket Summary consisting of the Asset Name and the Type Property from the Payload. We would like to be able customise this to be another property in the Payload such as the DataSource.