Feature Ideas

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

We really need clients to be able to select options in quotes. i.e if we give them the option of Laptop A and Laptop B, and additional options for 3 or 5 year warranty, we need them to be able to select the options they want before accepting the quote in the portal

imagine that when receiving a call in Microsoft teams through teams calling, Copilot transcribed the entire conversation and put a summary of the conversation in your ticket. AI could set all ticket parameters, and you only need to check if everything's correct and press save... This would greatly improve ticket documentation and background information on issues that now gets lost in the manual process.

The HTML editor chosen for use across HaloPSA lacks and has a terrible time copying data from Word Docs. I would love to see an improved or replace HTML editor across HaloPSA, especially in Knowledge Base Articles.

The documentation for HaloPSA is nearly unanimously the biggest gripe everyone has with the product, and better documentation has been promised for ages. Let the community help take some of the burden off the Halo team. I'm thinking something that uses tech like Git to version-control, PR, and allow for an easy review process. Markdown support would help us make it readable. And something with the ability to link other pages or issues. CakePHP has some of the best documentation of any project we've ever used. I think it's autogenerated by SphinxDocs reading the Github Repo This would be a HUGE help to the platform as so many of us see things in Halo and have no idea what they do. Letting customers and fans drive documentation and having it be in a controlled environment will ensure that documentation is customer-driven, accurate, and relevant.

I would like to have the capability to grant access to existing objects using access control. For instance, let's consider a scenario where I create a new role for an agent to be able to create scheduled tickets. While this functions works well for newly created tickets, the issue arises with existing scheduled tickets, which remain invisible until you manually assign permissions to each ticket using access control. This process becomes impractical, requiring manual addition of correct permissions for every object created. Ideally, permissions should be set from the root, iterating through all already created tickets, and automatically accounting for new objects. This permission model should be used for all settings that have Access Control in some form.

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.

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

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

Would be extremely handy to have integration with SentinelOne Much the same way ingram works, so it can be used as a sub count against recurring invoices. Would love the ability to map manually like the Ingram connector also SentinelOne is one of the biggest security providers in the world Surely a lot of people could benefit

I know Halo say they have various backups and DR plans in place, but it's not good practice to solely rely on any one company to protect your vital data. Please implement a bulk export or database dump feature that can be scheduled to give us access to our data, should a disaster occur.

It would be awesome to have integration for Keeper password manager to sync the licenses into our customers license list. This helps with the invoicing for the customer.

It would be good to assign To-Do's/Tasks to other agents from within a client support ticket. This could be ad-hoc or templated.

Please create a permission to specifically allow impersonation of a user. Currently an agent needs full administrator access to impersonation of a user. This isn't helpful. Please create a permission setting so we can configure some agents to be able to impersonate without them needing full Administrator access to all of HaloPSA.

ITGlue is designed to use PSA as the primary source of truth and everything else it finds from other integrations gets complemented however there are limitations to Halo's ITGlue integration. Please help resolve these limitations: Sync assets from HaloPSA to ITGlue and allow MSPs to map categories so everything gets synced in the correct area Improving the integration to be a bit more like the Xero integration so that when clients are created they instantly populate over to IT Glue ready for data entry Allow tickets, contacts, Customers, Core + Custom/Flexible Assets(Important for MSPs to have the option to map assets so everything goes in the right place in HaloPSA and vice versa), Sites/Locations to be synced to and from ITGlue Most importantly: Please sync Primary Location Important contacts Also, push the list of agreements to quick notes, if possible Contact Roles