Feature Ideas

Our HaloPSA instance currently has many imported phone numbers (for sites and users) that contain no formatting and are pretty hard to read as a result. This proposed auto-formatting feature would allow for phone numbers to be automatically cleaned up to conform to a specified format when displayed. For example, "1234567890" would become "(123) 456-7890". Additionally, it looks like HaloPSA stores phone numbers as text (strings) rather than as an actual numbers (integers). Instead of storing phone numbers as text, perhaps HaloPSA could automatically take formatted phone numbers and convert them to raw format-less numbers/integers. This would improve data-efficiency & would standardize the format in which phone numbers are stored. This would make it significantly easier for an auto-formatter to format phone numbers as they're being displayed.

Have the ability for customers to type their name and auto generate a signature on the quote instead of having to draw a signature using the Mouse

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

Halo PSA UI Frustration: Sticky filter reset Path: Clients → Sites & Users → Switch filter to Users. Issue: Opening a user and returning to the main tab resets the filter back to Sites. Expected Behavior: The tab should retain the "Users" selection if that's what the user was actively working on.

We would like the ability to be able to restrict certain actions based on a customer, site or a team, We heavily rely on co-management to allow it personnel at the client to take actions on tickets, however we also want to restrict what they are able to do, unfortunately when an action is available on a ticket type, there is just no way to restrict who can use that action apart from doing it in a workflow.

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

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.

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.

Having the ability to pull the catalog, availability, and pricing drastically decreases the time spent on drafting quotes/proposals. Not only does it allow you to quote faster, but it will help when following up on quotes to see if the product has changed in availability or price. Finally, it helps to reduce human errors within the quote/proposal since it is pulling directly from the distributor. Seeing Ingram Micro, D&H, and Tech Data would be a game changer for this PSA.

See example (attached) , in Microsoft teams after typing ``` and then hitting space, it will create a code based text area within the normal text box. It would be awesome if halo could support this in your text editor.

When one creates a recurring invoice (or contract, and possibly elsewhere in the system) there is a calendar at the top of the screen. This only purpose of this calendar appears to be to frustrate users. Why is it there? There is a date below the calendar that is what is actually used for choosing a start date for the invoice or contract.

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

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.

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

Exposing an audit api or some form of exporting audit logs to a SIEM platform would allow us to monitor the instance and have a separate record of accountability. If there was an API to poll, we could develop a job to poll the latest auditing data of the instance, or if there was a streaming capability of the instance to syslog or to a webhook would also work to capture the instance activities of users and agents. We currently capture data from our WAF/ZT service as well as IIS logs, but from the application itself would provide context from the system point of view.