Feature Ideas

I know this is petty, but this is the dumbest UX in the universe. Please move these notifications somewhere else.

When “Allow the choice of ticket on the quick time screen to log against” is enabled, the “Log as Work Time” option disappears from the timer. We need both options available together so agents can: Log internal work time, such as meetings, training and administration. Log time against an existing customer or project ticket directly in there timesheets.

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

The HTML editor chosen for use across HaloPSA lacks and has a terrible time copying data from Word Docs. I would love to see an improved or replace HTML editor across HaloPSA, especially in Knowledge Base Articles.

Currently you can only have one Closed Ticket Status. This doesn't really suit how we work as we sometimes Cancel tickets which are raised in error, where as any tickets which are brought to a successful conclusion are 'Resolved'. At the moment when we Cancel tickets, they still show in the User Portal under Open Tickets as the Status itself is classed as an Open status, not closed. We're using the only Closed status we have available as Resolved.

Mass Edit is deployed in a few modules only and does not allow to edit all field (including values from connected module). This functionality is necessary to all modules, especially to Tickets, Customers/Sites/Users, Assets, Knowledge Base, Agreements, Suppliers, Products, Offers, Orders, Invoices. Batch edit by CSV is not sufficient.

Selecting multiple tickets currently, clicking edit provides a list of single-functions. There should be an option to Edit bulk where multiple items can be changed from one screen like ticket type, category, priority, status, including an option to add a Public or private note

When editing an appointment that exists, the agent cannot be changed. Currently, you have to delete the appointment and create a new one for the new technician. This is inconvenient and sends out cancellations and new appointments.

customers have multiple relationships with us under 'settings\Assigning and Account Manager'. currently only one of those is filterable using 'Accounts I Manage' I'd like filter options for all of those options.

I have had chronic problems getting our agents to ensure that newly created tickets (from the agent side, not the portal) change the end-user details away from 'General User'. That's fine for catch-all tickets that come in from a user that's not already in the system, but how I need to ensure that my guys are actually setting the end-user correctly on tickets (and yes I know it's an education problem but I can only do so much). I would like for there to be a setting that forces the end-user details to be mandatory and not generic.

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

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.

We would like to send notifications from Halo to Teams chat for agents (e.g. mentions etc.) but based on the Guides and our tests Webhooks only allow sending notifications to channels, not chat TeamsBot does not have the option to receive notifications

Have the ability to create Dashboard Only Agent for Interactive Displays Similar to API Agent.