Feature Ideas

In the settings screen it is currently only possible to search settings for a /section/ (i.e. 'integrator'). Given the vast complexity of the HALO product and the fact that a great number of settings that might be considered related are not actually grouped together, the organic way in which settings are added, and the typically very lacking documentation, please make it possible to search the actual setting 'labels' and descriptions. i.e. I should be able to search for "new user" and at least be able to click through to the exact location of, if not see the current state of, all the setting options with the string "new user" in their title or in-line help text

Please can a config option be added where it shows the SLA time left in days? We are a service area that uses several days as a SLA, and it would be beneficial to keep this functionality as it is what our users are used to and we can gauge how long is left on an email easier, which is more difficult when it is in hours.

Currently dynamic distribution lists do not hide ex clients or inactive users. We would like to use SQL queries to get granular and return only the users that match those filters.

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.

At the moment, we are able to mark recurring invoices to invoice separately - unless they are configured to pull in other objects such as labour or auto prepay amounts. And apart from invoice separately, all remaining recurring invoices can be merged into one. It would be extremely useful if we could create "Recurring Invoice Groups" or "Recurring Invoice Merge Groups" so that if we do automated invoice generation or if we just select all recurring invoices in Ready for Invoicing and hit create invoices, the RIs will be merged according to their merge group membership (unless they are checked for Invoice Separately). Any RIs not in a merge group or selected to invoice separately could be considered to be a member of the "Default Merge Group" and merged together as they do today. This will allow us to create multiple invoices for a customer that each contain multiple RIs and/or labour, prepay values etc. The lack of such a feature is currently the only thing preventing my company from being able to enable automatic invoice generation to a schedule. We have several customers that need to have invoices generated manually to get the grouping correct before we can batch process the rest.

I would like the option to add a user to multiple sites. we are a school society with 24 schools and have users which work on multiple schools.

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

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

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.

It would be good if the "Holiday" event types synced to Exchange calendars with Microsoft 365. As it stands the "Appointment" event type synchronises to calendars, but holidays do not.

Being able to see the breaks directly on the timesheet overview would make it easier to review the hours before submitting it. For example, they could be displayed right below the start and finish time.

A full functioning mobile app that doesn't require you to go to the browser version on your phone for 90% of your needs.

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.

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.

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.