Feature Ideas

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

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.

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

This is one of those things I was shocked wasn't already a function. There should be a way to set a custom field value on an action. It would allow the ability to have techs us and action, set a field, and then build lists and such based on that field. Our use case if a Quick Fix list. I want our Quick Fix action to set a field I can then filter in a list on so a Quick Fix tech can concentrate here. We can't accomplish this with other filters like status as there are workflow conflicts already.

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.

Currently, HaloPSA pulls subscription, quantity and pricing from Pax8. It detects Azure subscription but can't pull the pricing/cost/sale etc As more and more clients are moving to Azure, it's important that we don't end up doing the adjustment manually each month so please improve the integration so Azure cost and sale price can be pulled into Halo and translate to invoice line items creation/update

Update Addigy Integration to use Addigy v2 API and remove the dependency on the NHServer in HaloPSA for alerts. Addigy appears to support Webhooks like Ninja does.

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 create Dashboard Only Agent for Interactive Displays Similar to API Agent.

Have the ablility to create a recurring invoice template which can have all line items added but only bill/show on the invoice where they is a quantity. Also in the template have the Quantity being able to be set by Assets / Licecnce / User / Subscription The Idea behind this if we add a new product to the customer "office365 E3" Licence via Pax8 we dont need to go and add the item to the customer.

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, the Pax8 integration is just set up with the Pax8 API and pulls down some data. There appears to be a way in Pax8 to have a full Pax8-supported integration. For example, in Pax8 they have Auto Sync with PSA support for Syncro, Autotask, Connectwise, and RepairShopr. I understand that if the Halo integration were setup this way it would allow additional data o be pulled into Halo. For example, we buy a cloud printing product called Printix through Pax8. This isn't a normal subscription that is setup under a client though. Printix shows up under our account in Pax8 and then pulls usage daily and bills the assigned customers. If you look under those customers, it does not show Printix at all. So this data does not come into Halo. I was told that if the integration was setup as an Auto Sync it wold pull this data in.

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.

At present if you change quantity of a Pax8 item using the subscription recurring billing method it will go up or down as expected. However if you cancel an item rather than go to 0 or remove itself from the recurring invoice it will stay at its previous quantity (whatever that may be). So you have to go and manually remove from the recurring otherwise face billing the customer for 10,20,50,100 licenses you have since cancelled. This is apparently not an oversight of the integration but as expected: "This design gives businesses the liberty to choose when to stop charging for the item." Smells like another unwanted manual step to me. What say you!

WatchGuard Cloud has a well documented API. The management portal would allow us to sync over assets for billing as well as creating alerts from the WatchGuard Threat Sync solution.