Feature Ideas

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

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 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

Similar to the Automatic Billing Delay (and maybe replacing this feature request?) the Invoices have a status of DRAFT or SUBMITTED or AUTHORIZED that syncs to the accounting package such as Xero and others. If we set the invoice to DRAFT then we have to manually review the and approve invoices in Xero before they "go live" Expand on this to create a method inside HaloPSA to review and move invoices from DRAFT status to Submitted (and make sure Stripe and others only bill once the invoice is no longer a draft) allowing for checking and correcting of invoices in advance of the actual billing

there should be an option / trigger that the notification trigger also executes for additional agents.

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

The call handling screen is great But I'd like the ability to create a 3CX Call Flow App where the call history is recorded directly against the customer/site/contact if using a DID Also need to be able to log this to the agents timesheet, overlaying the activity of thr agent. This call history should optionally be used for billing clients who are in Pay as you Go. Clients make many calls, at times without needing a ticket. This should be billable depending on the clients contract etc If a ticket is overlapping the time period of a ticket assigned to the customer, and for the same agent on the call, then we should be able to choose what time logs to bill on I have lots of calls with customers while traveling, I cannot open a ticket while driving, and I would forget to log the time at the end of the day. This could a significant loss of revenue.

Tickets should show a full history of any changes that have been made. A few exampled of history not showing: If you change the title of a ticket, there's no history to show who changed the title and when.If you make use of the DevOps integration and link/unlink a work item, there's no history of this.If you edit an action, you are unable to see who edited it, what edits they made etc.If you set an SLA Hold date, there's no way of seeing what date previous SLA holds were set to. If someone accidentally removed the SLA Hold date, I'm unable to find out what date I originally had it set to.

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 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

The documentation for HaloPSA is nearly unanimously the biggest gripe everyone has with the product, and better documentation has been promised for ages. Let the community help take some of the burden off the Halo team. I'm thinking something that uses tech like Git to version-control, PR, and allow for an easy review process. Markdown support would help us make it readable. And something with the ability to link other pages or issues. CakePHP has some of the best documentation of any project we've ever used. I think it's autogenerated by SphinxDocs reading the Github Repo This would be a HUGE help to the platform as so many of us see things in Halo and have no idea what they do. Letting customers and fans drive documentation and having it be in a controlled environment will ensure that documentation is customer-driven, accurate, and relevant.

Currently, we are required to present serial numbers on invoices for some serialized items. At present, there is no variable which allows us to include the serial number of a consigned item in any way on an invoice. The goal is, when we sell something (say a laptop), we should be able to select that item from inventory, and the serial number of the item selected from inventory should appear on the customer's final invoice.

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.

Would like to see an integration with Huntress. Amazing product and being able to receive tickets directly would be very useful.

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.