Feature Ideas

I know this is petty, but this is the dumbest UX in the universe. Please move these notifications somewhere else.

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

For us, being new to HaloPSA, one of the things that frustrated us the most was the lack of good documentation when it comes to integrating with the system. It would be nice if this could be improved a ton, as we now have to try and reverse engineer how the system is set up to do.

When “Allow the choice of ticket on the quick time screen to log against” is enabled, the “Log as Work Time” option disappears from the timer. We need both options available together so agents can: Log internal work time, such as meetings, training and administration. Log time against an existing customer or project ticket directly in there timesheets.

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 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.

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.

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

Hudu has this feature so it must be possible to achieve. If Client's website is mentioned under client, it should reach out to the website, get the logo and add it to the client in Halo.

Mass Edit is deployed in a few modules only and does not allow to edit all field (including values from connected module). This functionality is necessary to all modules, especially to Tickets, Customers/Sites/Users, Assets, Knowledge Base, Agreements, Suppliers, Products, Offers, Orders, Invoices. Batch edit by CSV is not sufficient.

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

When editing an appointment that exists, the agent cannot be changed. Currently, you have to delete the appointment and create a new one for the new technician. This is inconvenient and sends out cancellations and new appointments.

customers have multiple relationships with us under 'settings\Assigning and Account Manager'. currently only one of those is filterable using 'Accounts I Manage' I'd like filter options for all of those options.

Add additional fields to the returned data for the "Get Assigned Tickets" MCP tool such as "Status" and "Ticket Type"

The behaviour of tiles is great but would be good if there were options in the same way as dashboard tiles are. The bubble on hover etc. needs expanding to Portal. Along with tiles without a child category. I need to be able to move and customize behavior.