Feature Ideas

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

We would like the ability to send reminder notifications to both agents and users when an appointment is scheduled on a ticket. Ideally, this reminder would be sent 30 minutes before the appointment start time. At present, there is no event trigger or notification setting that supports sending a reminder ahead of an upcoming appointment. As a result, scheduled appointments are occasionally being missed by our engineers, or forgotten by users who created them, simply because there is no prompt or reminder in place. Introducing an automated appointment reminder would help improve attendance, reduce missed appointments, and create a more reliable experience for both our team and our users.

Can we please get a seperation in this configuration setting located at config/tickets/settings -> "Complete Appointments, Tasks and To-ddo Items when the ticket is closed We believe that this should be allowed to configure to-do items seperately from Appointments and Tasks. Our organization uses To-Do items as a to-do list for our technicians to ensure they complete an order of operations and the system auto-completing them would be detrimental while we want to allow the system to be able to complete appointments automatically so long as the appointment date is in the past..

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.

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.

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

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.

At /variables we got a lot of variables, would be nice to add some variables like: $CURRENTWEEKNUMBER $TODAY $NEXTWEEK things like that, so when we create a weekly scheduled ticket, it can have the weeknumber in the summary when created for example.

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

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.

Have the ability to create Dashboard Only Agent for Interactive Displays Similar to API Agent.

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.

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.

wouldn´t it be great, to have the same login for the https://support.haloservicedesk.com/portal/ and https://ideas.halopsa.com/ and to be able to create an Idea from a ticket, so that dev could not only read the idea, but also the support case which lead to the feature request?

automatically start timesheet startup upon technician login and logout