Feature Ideas

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.

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

Our previous PSA has the option to print a label for a ticket, or an inventory item. The label would print out of a Dymo type label printer. We would print a label(s) from a ticket to attach to customer equipment or orders. First example, if a client dropped off a laptop and AC adapter, we could print a label to stick on the laptop & charger for easy tracking. Second example, if we order items for a project, when the order is received, labels can be attached to all of the items associated to that project. Our previous PSA also had a basic Point-of-Sale in it, and we could print a different type of label to attach to inventory. Which we could scan with a barcode scanner when adding items to an invoice/purchase screen.

When a ticket has attachments it shows how many in the tab. Would be great if a count could also be shown on other ticket tabs e.g. related tickets

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.

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

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

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

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

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

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

One of the biggest complaints I have received about Halo's Knowledge Base is navigating between articles and FAQ groups. It would be extremely helpful to have both a forward/back button within the KB. And to have the FAQ group path for each article, with the ability to select any FAQ group in that path to jump to.

We need a feature to manage sales orders that include items from multiple distributors. In the "Ready for Purchasing" area or within the sales orders, the system should prompt the user with two options: Change all items on the sales order to the same distributor.Create separate POs for items that have matching distributors. This feature will provide greater flexibility and control over the PO creation process, especially when dealing with multiple distributors. It will help users optimize their purchasing decisions, potentially saving money by choosing the most cost-effective distributors for each item. This feature will benefit sales and procurement teams who frequently handle multiple distributors on a single sales order and will help businesses streamline their purchasing processes and reduce costs.

At this time, agents cannot setup personal notifications in Halo, this is a feature only allowable to admins. We have situations where we have agents that want different notification options than are currently in the system. We would like to be able to empower them to create their own notifications and alerts. This would allow them to add more specific notifications for different types of tickets and routing to different channels like email.

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.