Feature Ideas

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.

We currently have the chat facility accessible via the Self Service portal however most of our clients do not use this as they find it easier to contact us via email. It would be a game changer if Halo could have a desktop feature where a 'Tray Icon' can be placed on the users Task bar and when expanded, quick access to a few frequent options could be accessible. For example: 'Log a ticket', 'View my tickets', Chat to an Agent', Knowledge Articles' etc. With end user experience in mind, it would be great for users to engage directly with our team rather than the tradtional email process. This would boost turnaround times as well as customer satisfaction. Attached is an example of another MSP software platform where there desktop tray icon is available.

Currently, column width is automatic, and needs re-doing each refresh, Some of the smaller columns are too big, and the longer text fields are too small

Would be nice to be able to brand and customize the login screen

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

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

Hi, There's a handy way for Halo PSA's support team to log into all of our instances : this is really helpful. However, as customers, in our database, this "impersonation" is not visible in the audit logs. You'll see the actions performs, but with the name of the user whose account has been used. This is a serious compliance topic (and probably very quick to fix) ex: you've got an administrator account named "Bill", and your Halo PSA support consultant is named "Ted". When Ted impersonates Bill, all logged actions will be named after Bill. You can't know that Ted logged in, that an Halo PSA agent logged into your instance. Don't get me wrong : we still need this remote access feature. But for compliance matters, the audit log should tell us at least that an Halo PSA agent performed actions on behalf of a user.

It would be great for our sales department to import the start date and end date of a CSP license using the Microsoft CSP integration?

It would be good to assign To-Do's/Tasks to other agents from within a client support ticket. This could be ad-hoc or templated.

Searching for an Active asset that is a part of an inactive site will not show up unless you search "inactive" assets. Our Hudu integration also detects the asset as being inactive despite the status being active. When de-activating a site, you should be given the opportunity to move assets to another active site or de-activate the asset. And if the asset is de-activated it should update the device status and not just assume it is inactive because of the site it is in.

It would be a great to be able to have a Bitdefender GravityZone Integration for alerts and billing. There is an API - https://www.bitdefender.com/business/support/en/77209-125277-public-api.html

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

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 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.

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