Feature Ideas

When a ticket has attachments it shows how many in the tab. Would be great if a count could also be shown on other ticket tabs e.g. related tickets

We desperately need the functionality to have a minimum charge calculated by the total ticket time, vs each individual time entry & via the charge type. For example, we have PAYG clients with a minimum charge of 1hr. Currently, charge types have a minimum minute amount, but if this is set to 1hr and multiple time entries are added, it results in overcharging clients. So for instance if there are 3 time entries on the ticket, 15 mins, 5 mins and 20mins. We want the total billed time to be a minimum of 1hr, currently it would be calculated as 3hrs.

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

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 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

Projects need stages to group tasks Tasks need to be ordered No way to bulk slide task dates if there is no date to start with. Calendar view needs to be more interactive, drag/drop tasks, etc It would be nice to see all notes on child tickets at the parent level. ...in other words, I should be able to look at the top level project and see a summary of all the notes/conversations that are happening on each task.

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.

Markdown is an established standard, and should be easier to use than the typical WYSIWYG editors. Make this an option. Also, make it the default by means of a toggle in settings somewhere. I want to be able to go into any action where I am required to type info, and just use markdown. Particularly, include codeblocks. As an MVP, no syntax highlighting required. As an iteration, include syntax for bash, cmd, powershell, yaml, json, HTML. Those should cover most needs. I post snippets of code a LOT.

One of the biggest complaints I have received about Halo's Knowledge Base is navigating between articles and FAQ groups. It would be extremely helpful to have both a forward/back button within the KB. And to have the FAQ group path for each article, with the ability to select any FAQ group in that path to jump to.

We need a feature to manage sales orders that include items from multiple distributors. In the "Ready for Purchasing" area or within the sales orders, the system should prompt the user with two options: Change all items on the sales order to the same distributor.Create separate POs for items that have matching distributors. This feature will provide greater flexibility and control over the PO creation process, especially when dealing with multiple distributors. It will help users optimize their purchasing decisions, potentially saving money by choosing the most cost-effective distributors for each item. This feature will benefit sales and procurement teams who frequently handle multiple distributors on a single sales order and will help businesses streamline their purchasing processes and reduce costs.

A few things that would be really nice to see with the resource booking link: Reorganize the order of the list with drag and drop.Option to select the appointment by the person sending the link and prevent the end-user from having to choose.Option to select the resource from the ticket (on behalf of) for the booking link.Configure availability for the booking link per team/role/agent based on a custom schedule. I would like to have certain members only available for a few hours a day with the booking link, for example.Allow the end-user to reschedule or cancel from the booking link.Automatic reminders at configurable intervals to use the booking link to select a 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 ability to send overdue invoice reminders to customers based on a specified timeframe.

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.

I'd love to see Halo automatically save drafts of notes/emails/etc when you're in a ticket (much like Office apps). Why? Let me take you on a short, but painful, journey. I was working a ticket for a good hour+, tons of notes in it documenting everything I was doing (disconnecting and deleting things)... and I accidentally closed the tab. I cried as I restored the tab and all my notes were gone, and I couldn't document them again as everything I documented was deleted from our system as I did it. I would love to see an auto save/draft feature that saves current notes and time entry like every X minutes. (either configurable or even something like every 5 minutes).