Feature Ideas

Would like the ability to map asset types in Ninja to asset types in Halo. For example, in Halo all our current assets and items are filtered where asset type is called workstation or server. However, Ninja brings servers across as Windows_Server. This means we have to go and update all our reports as well as all our items where the quanity is mapped to device name is server.

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

Ability to merge sites for a customer, in the same way as its possible to merge a customer.

Currently it can only be set globally or per agent

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

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

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.

Have the ability to send overdue invoice reminders to customers based on a specified timeframe.

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.

The ability to automatically add late fees to past-due unpaid invoices would be great.

When creating an Opportunity against a “new prospect”, the new prospect dialogue should be customisable so that you can specify which fields are visible or not. This would then focus on agents (aka sales people) capturing the data they need without the visual distraction of fields they don’t need. This is about making data capture quick and easy because inherently, attention to detail and properly using a CRM is not a trait of a sales person.

Currently, the Pax8 integration is just set up with the Pax8 API and pulls down some data. There appears to be a way in Pax8 to have a full Pax8-supported integration. For example, in Pax8 they have Auto Sync with PSA support for Syncro, Autotask, Connectwise, and RepairShopr. I understand that if the Halo integration were setup this way it would allow additional data o be pulled into Halo. For example, we buy a cloud printing product called Printix through Pax8. This isn't a normal subscription that is setup under a client though. Printix shows up under our account in Pax8 and then pulls usage daily and bills the assigned customers. If you look under those customers, it does not show Printix at all. So this data does not come into Halo. I was told that if the integration was setup as an Auto Sync it wold pull this data in.

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

Add function to quotes and invoices to allow reordering of items. We have quotes that could be 10+ items and you could add 5 items that are the same but related specific locations. You'd have to delete all entries up to the point where you want to put the same item together. Xero allows you to recorder invoice items via dragging and dropping using the 6 dots to the left of the invoice. Halo doesn't have this feature and it's a fundamental, removing items to reorder a list of products for clients could result in miss adding an item or applying incorrect pricing.

Halo has a few N-able integrations but is missing a key offering, Cove Data Protection Cove is an amazing cloud based backup product, It would be amazing to have a link for simple things like subscription tracking to link to recurring invoice items. Primarily 365 backup items but all would be beneficial