Feature Ideas

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

You can't easily move around the email addresses when emailing from a ticket. It would be great if you could drag someone from CC and drop into the To section without having to search for that user and delete the other one.

Just like using the @ in a ticket will bring up the ability to reference a user I would like to see similar ability to reference another ticket ie.. @ticket# or something like this which will make it a hyper link.

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.

Currently only administrators have access to create scheduled tickets. Being able to grant ad-hoc access to agents to create scheduled tickets for their customer's might be useful. For example: A customer account manager could create scheduled tickets for the customers they manage.

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.

Under ticket ID: 1010499, we will be making the following improvements to One-Time Password sending: Allowing link to be sent without the need to log into the portal to use. Log an action into the ticket when a link is generated A default for the validity period. This is currently planned for November 2025. If there are any further refinements you would like, please suggest them below before then.

right on the tin. We have team leads on each team and would like to exclude those individual from the teams load balance. so far I have not seen any such setting for individuals per team. I have seen excluding a full team and agents of a particular status such as 'away' or 'offline'. While we could hack a way to make it work, it would be nice to see some additional load balance refinement in a centralized place and be able to exclude individuals.

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

We would like to send notifications from Halo to Teams chat for agents (e.g. mentions etc.) but based on the Guides and our tests Webhooks only allow sending notifications to channels, not chat TeamsBot does not have the option to receive notifications

I'd love to see Halo automatically save drafts of notes/emails/etc when you're in a ticket (much like Office apps). Why? Let me take you on a short, but painful, journey. I was working a ticket for a good hour+, tons of notes in it documenting everything I was doing (disconnecting and deleting things)... and I accidentally closed the tab. I cried as I restored the tab and all my notes were gone, and I couldn't document them again as everything I documented was deleted from our system as I did it. I would love to see an auto save/draft feature that saves current notes and time entry like every X minutes. (either configurable or even something like every 5 minutes).

💲💲💲 We have different price lists for our customer on Charge Types (Price list A, B, C, etc). Rate for example 'Remote Support' is €100 on A, €90 on B, €80 on C, etc. Same for all other Charge Types. It is a pain adding Overriding Charge Types/rates on all our customers, one by one... Would love a Charge Type Price List to easier apply Overrides in large scale! 💲💲💲

Want to send invoices that are unsent after reviewing them? Well, get prepared to tick 250 really tiny boxes and hope none of them fail to send otherwise you'll have to do it again. You should be able to filter invoices by their creation date. Likewise, you should be able to filter the sent column and enter NULL or "" or 2 to show all tickets with more than 2 hours on them. On the client screen, I should be able to filter the next call date by entering