Feature Ideas

Recently we've had some issues with emails being accidentally sent outside of a companies domain. Right now, there's no solution to restrict email sending by domains per Company. I'd like to request this feature be added to the platform. Within the action configuration, there's already the following setting (See image) I believe, it would be beneficial to add another setting "Can only add email addresses for end-user company". This would be paired with a per-company setting "allowed email domains" where you can specify domains allowed for this customer. This would mitigate any possibility of agents accidentally sending emails outside of the targeted domains. This would be a massive quality-of-life improvement, and is something that I believe could benefit multiple HaloPSA clients.

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

My first EOFY with Halo, and I wasn't able to run a stocktake. I can belive how they dont have this built in. No way to go and count all your in stock hardware and make sure its all accounted for. Im sure I cant be the only shop that uses halo and has stock that needs to be chaecked each year (or should be more frequently). Im not even in retail and this is a need. Anyway, support said just run a report and check it off. It would take far too long to count everything and manually match it off against a list. Instead, I knocked up this stocktake app that pulls in all the stock and allows me to just scan everything with a barcode scanner to count it. Spent a couple hours making it and then only an hour or two stocktaking. Much quicker and a far better result, as I am able to get reports out of it and reasons for missing stock. It counts serial numbers too, not just item quantities, so I can verify that everything I think should be here is actually here. Syncro had something like this built in, which is where my inspiration for how this operates came from. I would love it if Halo could implement this as a module, but in the meanwhile, maybe this can help others. https://github.com/ElliottsTech/Halo_Stocktaker

For use in mail campaigns it would be useful to delegate access to create mail templates that can only be used as part of mail campaigns. This would enable us to fully delegate access of this functionality to marketing teams.

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

I would like to change the favicon that is shown on the customer portal – right now it’s the red haloPSA favicon which doesn’t match our color scheme at all. Replacing it with our own custom icon preferred, alternatively the ability to set a HEX color code for the existing icon would be a 2nd option Also when going to our portal the loading circle is blue at first, and then changes to our green, is there any way to fix that? Right now the favicon is red, the initial loading circle is blue, and then finally things change to green, which is a pretty bad mis-match of colors Additionally, it would be great to have the option to repeat a background image vertically, right now we had to make a fairly large image in height to have it work on every possible screen/mobile device, but the caveat is that the background image takes a second or two to load in. If we could just have it repeating on the Y axis that would solve the problem, but I was told that it's not possible, even by custom CSS at this time.

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

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

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.

Under ticket ID: 1010499, we will be making the following improvements to One-Time Password sending: Allowing link to be sent without the need to log into the portal to use. Log an action into the ticket when a link is generated A default for the validity period. This is currently planned for November 2025. If there are any further refinements you would like, please suggest them below before then.

It would be good to be able to specify the "parent" client account for a "child" account. For example, when there is a holding company that has 5 "child companies" - you could go to the holding company and see all users across all companies, all tickets, all invoices, etc. You could specify if the child company's invoices should be billed to the child or to the parent.

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

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

Halo has recently introduced a very useful feature that allows dashboards to be organised into groups, meaning a dashboard can display tabs showing all related dashboards. This is a great improvement for structuring and navigating multiple dashboards within the platform. Currently, when a dashboard is assigned to the Home screen, the group tabs are not displayed. I feel these should be visible, as it would allow users to immediately navigate between related dashboards as soon as they log in. This would be a particularly nice experience for leadership or management users who regularly review multiple dashboards and would benefit from quick access via tabs. Additionally, it would be beneficial if dashboard groups were supported for customer-facing use within the Self-Service Portal. Allowing customers to access grouped dashboards would improve navigation and make it easier for them to switch between related dashboards without requiring separate links or pages. For example, a dedicated dashboard widget could be placed on the portal, and the customer could simply move between the different dashboards within that group using the tabs. This would provide a much cleaner and more intuitive experience for customers consuming dashboard data.