Feature Ideas

Let us know what you'd like to see in a future release of HaloPSA

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  1. Ubiquiti Unifi Controller 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

    Marco
    #Integrations 🔗#API 🤓#Asset Management 💻

    9

  2. IT Glue Integration to support Domains

    Improve the IT Glue Integration to allow IT Glue Domains <> Halo Assets.

    Bradley S

    1

  3. Organize/categorize Notifications

    Some of us get a ton of Notifications. We'd like to have them organized. For example, Mentions get lost in all the notifications often. Would be nice to just look at Mentions. Maybe split Mentions off to a separate notification button.

    Bradley S
    #Servicedesk 💁🏽

    0

  4. Mentions in Chats

    We'd like to be able to add people to a chat simply by mentioning them. Right now, using the @ does nothing in a chat.

    Bradley S
    #Servicedesk 💁🏽

    0

  5. Option to show all the child tickets, even ones that an agent may not have access to

    Option to show all the child tickets on a parent ticket, even ones that an agent may not have access to. This is because there are times when someone creates a child ticket for another Team then someone on our Helpdesk team will check a parent ticket and not know that there is already a child ticket for the other team.

    Bradley S
    #Self-Service Portal 🌍

    0

  6. Links to KB categories / lists

    It would be great if we could create a link to a KB category / list, right now we can only link directly to specific articles.

    Oliver M

    0

  7. Dashboard Only Agents

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

    Connor - EZPC Halo C
    #Misc 🤷

    3

  8. Merge Customers

    We would like the ability to merge customers, the ideal functionality would enable you to merge a customer with another, and the master customer that you are merging to would remain as is. All assets, ticket history, recurring invoices etc would then merge to the new customer.

    Stuart A
    #Servicedesk 💁🏽#Misc 🤷#CRM/Opportunity Management 🤑

    5

  9. Edit tickets in bulk - Allow updating of multiple options

    Selecting multiple tickets currently, clicking edit provides a list of single-functions. There should be an option to Edit bulk where multiple items can be changed from one screen like ticket type, category, priority, status, including an option to add a Public or private note

    Sam A
    #Servicedesk 💁🏽

    4

  10. $-Variables on PopUp Notes

    It would be great if we can put $-Variables on PopUp notes for a client Eg - Pre-Pay Hours left etc

    Kane G

    0

  11. Prevent merging of tickets with certain Ticket Types

    We would like to prevent the merging of tickets with certain Ticket Types. For example, we do not want Alert Ticket Types to be merged into others. This is so that we can preserve a 1:1 relationship between our RMM Alerts and Halo Tickets.

    Bradley S
    #Servicedesk 💁🏽

    0

  12. Tombstone Invoice #'s when they are deleted so that the numbers are not reused

    Right now, if you delete an invoice, Halo has the potential to reuse that same invoice #. This poses a problem if the invoice was sent or integrated into a third party system. When an invoice is deleted, that invoice # should be tombstoned so that it cannot be reused again.

    Bradley S
    #Billing 💰

    0

  13. Set "Show Email Preview after an email action" on a per action basis

    Right now you can set the "Show Email Preview after an email action" for the whole site. We would like to control this option on a per-action basis instead.

    Bradley S
    #Servicedesk 💁🏽

    0

  14. Enhanced To-Do List

    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

    Glyn W
    #Servicedesk 💁🏽#Styling 🎨

    11

  15. Recurring Invoice Template

    Have the ablility to create a recurring invoice template which can have all line items added but only bill/show on the invoice where they is a quantity. Also in the template have the Quantity being able to be set by Assets / Licecnce / User / Subscription The Idea behind this if we add a new product to the customer "office365 E3" Licence via Pax8 we dont need to go and add the item to the customer.

    Paul
    #Billing 💰

    5