Feature Ideas

Let us know what you'd like to see in a future release of HaloPSA

Trending
  1. Make every configuration setting searchable

    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

    Phillip B

    2

  2. Microsoft Copilot Connector

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

    Craig M

    19

  3. one user at multiple sites

    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.

    gert.vanderstappen@agora.nu

    8

  4. Knowledge Base, One URL per article with previous versions stored within instead of each version being a different URL #

    We have saved links to articles or have articles bookmarked. Because each version is a unique URL, our bookmarks link to outdated articles. There is a "new version" button that shows on the top but it would be simpler to have one URL per article. We tested setting old version URLS to "inactive" but this would hide the "new version available" button on the top further misleading our techs. We do not use the Edit button because there is no approval process on changes AND there is no version / change log with the Edit button. If you delete or make a bad change then save with the Edit button we cannot undo or see who made the change.

    mark n

    0

  5. A working mobile app

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

    Chad H

    34

  6. Pause Timer when Halo Tab is idle / Only run timer on active Halo Tab

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

    Mark S M

    3

  7. Single Sign On for Ideas and Support Portal

    wouldnยดt it be great, to have the same login for the https://support.haloservicedesk.com/portal/ and https://ideas.halopsa.com/ and to be able to create an Idea from a ticket, so that dev could not only read the idea, but also the support case which lead to the feature request?

    Andreas S

    3

  8. Integration with Cove Data backup from N-able

    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

    Andrew H

    10

  9. Email delays

    We currently use Outlook rules where it can add a two minute delay to sending. This helps if, in the unlikely event, an officer has sent an email to the wrong place. Please can something similar be added to HALOITSM if possible when sending an email?

    Benjamin S

    2

  10. Notification of Emoji reactions to actions

    Add a notification option when someone reacts to your action using an emoji reaction. Right now the function is not as useful as it could be. This could clear a lot of small internal notes just saying someone agreeing.

    Ian

    2

  11. Search inside a ticket

    There is no native way of searching inside a ticket. If there aren't a lot of actions, you can certainly use the search functionality of the browser, but with the lazy loading module if you have more actions, it won't search past the already loaded actions. Having a seach/filter text input field around the place of the icon I placed on the screenshot would be great.

    Robby S

    0

  12. Every view needs export to CSV/XLSX

    Every view is useful and that's why you added all these views. Unpaid invoices, sites & users for a client, etc. Why can't I export them? We all agree they are very useful and concise collections of business data, but we're limited to seeing 50 rows and we can't export it. It's useful! You know it's useful! You put it in the application! Let me have the data! Thanks

    Eric R

    3

  13. Automatically add Client logo if their website is added

    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.

    Sam A

    5

  14. Allow "Holiday" event types to sync to 365 Calendars

    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.

    Ollie T

    20

  15. Run Ticket Rules/Automation based on set time frequency

    Currently ticket rules or automation actions via workflows can only be triggered by a ticket update (or a once off number of minutes after the ticket is updated). Adding an option to have rules or automation actions run on a specified frequency e.g. every hour, every day, etc. would be great as we used this feature for a number of key functions within ConnectWise previously.

    Stewart K

    3