Feature Ideas

Ticket notes & draft emails, etc. should autosave to the tickets in case of a browser refresh or crash. If you had started writing notes and then refresh the ticket page then you should have a button or option to reload what you had last typed in there instead of needing to start over. I'm a new Halo user coming over from Syncro and this is the most basic feature that Syncro has and Halo is missing. I've lost a few draft ticket notes already but I'm sure many of you have lost many more. Ideally this would work in forms outside of the service desk as well, in the knowledge base, in the self-service portals, etc. All of those rich text and really any field should be autosaving while you type so if you refresh then you can click a button to get back what you had.

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

When entering data on some screens, you press the Escape key to efforts to close the pop up / overlay window but instead it closes out the entire series and takes you back to the parent screen.

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

The "ESC" key will force close a current task at the worst times occasionally. When write a new ticket and when KB or canned text is suggested "ESC" key will close the entire action or ticket being worked. Add an option to disable the key activity or changing its functionality would be helpful for user experience.

When agents create a holiday calendar item, as we have requiring approval enabled, they must then manually click the holiday request, more options (three dots) and request approval. Holiday requests should automatically request approval if approvals is enabled for the holiday type.

We have a variety of non-profit clients that need to view their pre pay usage every month for accounting and auditing processes. Our last PSA (Autotask) natively supported this report and filtering capability in their customer portal. After migrating, that has now pushed a lot of work back onto our administration team.

I know we can update logos for clients and for agent's but it would really be nice if we could update images for clients. There are so many times a field tech is trying to find an employee and a photo would help them out so much.

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.

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

Currently the problem finder (I think that's what it's called) option only seems to use tickets and KB's in Halo, it would be good if this could also query the global KB's and client KB's in Hudu

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

We currently have to prefix (Do not use) or something similar on invoice templates and others that were at one point used because it will not allow us to delete. This is not good functionality and templates should have an ISACTIVE boolean that can be toggled like within other areas of Halo.

Currently, when customers go to "My Projects" in the portal, they are shown a long list of project tasks, which quickly becomes overwhelming – especially for those with many active projects. Some of our clients have up to 30 ongoing projects at once. We would really appreciate a more structured project dashboard in the portal. Ideally, it should give a high-level overview of all active projects with key stats (e.g. status, % complete, due dates). When selecting a specific project, customers should be able to: View the full project timeline with a Gantt chart or structured task list Read and post comments related to the project in the same view Get a clearer picture of the project's current progress, delays, or risks This would significantly improve the portal experience for project-heavy customers and reduce the need to request updates through other channels.

Would be a great thing to have within the mobile app!!!