Feature Ideas

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

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.

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

When we add our ninja agent before the stock is fully received (or if there's a mistake in the serial number), we end up with two assets. This most often occurs when we install ninja/rmm on an endpoint which creates an asset, then we receive/deliver the asset from a PO afterwards, which also creates an asset. I'd like to be able to retain the purchase information from the PO'd asset and everything else from the RMM synced asset. Or, if there's ever a field merge in question, just ask which of the two should "win". I currently do this manually via the API that copies data from the RMM synced asset into the purchased asset, then deletes the RMM synced asset.

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

At the moment even if an Agent is marked as On Holiday/Sick in Halo, if a User replies back to a ticket the ticket remains with the Agent that is on holiday meaning a lot of manual intervention is needed to check and move tickets. This feature idea is to have a setting/configuration option that would allow a ticket to move to Unassigned when a User replies back to a ticket 'On Hold' or 'In Progress' where the Agent is On Holiday/Sick. I don't think there is currently another way of achieving this (e.g. via rule) - and have checked this out.

Would be nice to be able to filter popup notes by ITIL Ticket Type. Some notes may be only Ticket related, however they show on Project tickets (or vice versa).

I recomend the implementation of JSONata (https://jsonata.org/) to retrieve and work with JSON data in customer runbooks and custom integrations. JSONata is a powerful framework to query and transform JSON data for custom integration. Just an easy example you cannot do in HALO version 2.184: ✅ HTTP-Get all users of a company by Id Your response is a set of users: {"response": { "users": [ { "id": 6481, "client_id": 273, "name": "Heiko P.", "customfields": [ {"id": 274, "name": "CF3rdpartyContactId", "value": "860"} ] }, { "id": 6482, "client_id": 273, "name": "John K.", "customfields": [ {"id": 274, "name": "CF3rdpartyContactId", "value": "861"} ] }, { "id": 6483, "client_id": 273, "name": "Paul D.", "customfields": [ {"id": 274, "name": "CF3rdpartyContactId", "value": "862"} ] }, { "id": 6484, "client_id": 273, "name": "Peter X.", "customfields": [ {"id": 274, "name": "CF3rdpartyContactId", "value": "863"} ] } ] } } A JSONata codeline of {"company": response.users[0].client_id, "contacts": response.users[].customfields[id=274].$number(value) } Transforms this into { "company": 273, "contacts": [ 860, 861, 862, 863 ]} that you can directly submit to a 3rdParty solution.

We heavily use to-do's as a way of creating checklists on common steps. However, a lot of our clients require unique custom checklists. We use IT Glue currently for this and it allows not only a to-do, but it allows that to-do to be expanded detailed steps (written in HTML). What I would like to see is the following To-dos have their own tab in tickets and not just a sidebar. To-do's can be expanded to show links or steps (See screenshot of Glue) To-dos once completed hide from the list To-do's that can be associated with a client site and be templated To-Do templates can be grouped

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

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.

Currently, we are required to present serial numbers on invoices for some serialized items. At present, there is no variable which allows us to include the serial number of a consigned item in any way on an invoice. The goal is, when we sell something (say a laptop), we should be able to select that item from inventory, and the serial number of the item selected from inventory should appear on the customer's final invoice.

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.

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

We could really like to add serialnumbers when receiving PO's. When they are billed we should then chose what item it is with the correct serialnumber.