Feature Ideas

It'd be great to have a way to conditionally display an "Allow Action" in a workflow step. For example in Step 3 if CFParcelType = Delivery show action Make Collection and if CFParcelType = Collection then show action Make Delivery Currently the only way to do this is to create an extra "decision step" and then you have to duplicate your step so that one step has the "Make Collection" action and the other has the "Make Delivery" action. The problem is, when you have 3+ actions in each step, and your one action is the only difference, it's a lot of work to replicate the actions. You already have the "Conditions to evaluate prior to queuing the automation" for "Quick Action". This just needs to be replicated for "Allow Action".

Currently, if you want to clone a step in your workflow that has several actions/rules, you have to create a new step and manually add everything in again. It would be create if going in to edit a step, then gave you a "clone" or "duplicate" function.

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

currently there is just the yellow star, it would be great to have more colors and icons

Currently it appears that change freeze schedule collision detection is only done on the initial creation of the change request ticket. This leaves a huge gap as when/if the change schedule is modified on any occasion after ticket creation (eg via action button or ticket details modification) Halo does not check or alert, meaning that changes can and do get scheduled during identified and configured change freeze periods. A big part of change management is to confirm/adjust the change schedule as appropriate so this leaves a really big gap in what on the surface is a great feature with change freeze periods. This change freeze / collision detection really needs to be done on any update to the change schedule, not just on initial ticket creation.

Tickets should show a full history of any changes that have been made. A few exampled of history not showing: If you change the title of a ticket, there's no history to show who changed the title and when.If you make use of the DevOps integration and link/unlink a work item, there's no history of this.If you edit an action, you are unable to see who edited it, what edits they made etc.If you set an SLA Hold date, there's no way of seeing what date previous SLA holds were set to. If someone accidentally removed the SLA Hold date, I'm unable to find out what date I originally had it set to.

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.

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.

Timesheets in bulk are difficult to manage, and the views over a month are too much, even weekly having a team of 15 and a single timesheet manager, it becomes chaos and borderline pointless, often just hitting the final 'approval' button that does all at once for that date period. Not show weekends when viewing a month/only show working hours/days as a viewFilter by approved/unapprovedNotifications when timesheets submittedMultiple timesheet managersRejection comes from the timesheet manager, not the Helpdesk email addressTrigger warning when 'approving all' to warn that all items are about to be approvedFreeze the name and date column/row so the engineer's name and date always stay visible.Billing is typically done monthly, so the option to just view that month/week would be amazing, not having to select start and end date, and then re-select the date range because clicking 'next' retains the days selected, ( for example 28 days selected, clicking next will select the next 28, not the entire month if there are 31 days)

it would be useful to be able to be able to choose which fields are displayed when looking at users or sites

It would be great to get an upgrade to the ALSO integration. We could really like to see start/end date and cost/price fields beeing updated through the integration.

we use the Unifi Hardware stack for most of our networking as the controller for this is free and doesnt require a subscription. this controller uses standard Rest api to collect information. (www.ui.com) I have currently created a powershell based integration that collects all sites and hardware from the unifi controller and updates them via api in Halo. However, due to api throtteling this process is quite prone to error. It would be realy nice to have this as a proper integration. This api is Documented here: https://ubntwiki.com/products/software/unifi-controller/api

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

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.

Would like to see an integration with Huntress. Amazing product and being able to receive tickets directly would be very useful.