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

In HaloPSA Timesheets, we should be able to enter the Start time and End times via keystrokes on the keyboard and without having to click scroll through the time scroller for both the hour field and minutes fields to add in our times. We should also be given a field to deduct time when staff need to enter a block time in with other tickets \ tasks completed during this block time in a working day. This archaic front end is a relic of the 1980's, is inefficient + cumbersome, and cost us time.

Ticket notes & draft emails, etc. should autosave to the tickets in case of a browser refresh or crash. If you had started writing notes and then refresh the ticket page then you should have a button or option to reload what you had last typed in there instead of needing to start over. I'm a new Halo user coming over from Syncro and this is the most basic feature that Syncro has and Halo is missing. I've lost a few draft ticket notes already but I'm sure many of you have lost many more. Ideally this would work in forms outside of the service desk as well, in the knowledge base, in the self-service portals, etc. All of those rich text and really any field should be autosaving while you type so if you refresh then you can click a button to get back what you had.

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

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

Currently, HALO only stores service periods for merged invoices as unstructured text within the Description Line. Since this data is not available in dedicated database fields, a correct and automated accrual/deferral process at the line-item level is technically not possible at this time. This results in a manual workload to process mixed-period invoices to ensure accurate period accounting. To resolve this issue and enable automated year-end closings in the future, I propose the following feature enhancements: Implementation of Date Fields at Line-Item Level: Each invoice line item requires dedicated fields for Service Period Start and Service Period End. Data Inheritance for (Recurring) Invoices: When merging recurring invoices, these date fields must be carried over into the final invoice line items instead of only being written into the description field.

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.

Sometimes a ticket can relate to multiple knowledge base articles. It woule be very beneficial to be able to link multiple KB articles to a single ticket.

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 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

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.

Currently my team opens up Mutiple tab's when viewing tickets, they are manually pausing the clock between tabs'.

It's great being able to create a scheduled ticket template, however it would be super useful if there was an option to manually run the schedule. This is great if you're wanting to create something that's monthly/quarterly etc, but don't want to wait until the next month/quarter to run it. i.e. create schedule, but also run now.

I would really enjoy having the possibility to add custom CSS to the agent portal. It would allow us to customize colours and personalize the appearance in order to adapt it to our business needs.

In the ticket queue, when a ticket is not on hold, a bar is shown with the SLA time remaining. When a ticket is on hold, the only thing shown is the text 'On Hold'. Agents do not know if a ticket on hold will need immediate attention once it is off hold. It would be helpful to see the On Hold text and the time left at the same time.