Feature Ideas

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

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

Currently dynamic distribution lists do not hide ex clients or inactive users. We would like to use SQL queries to get granular and return only the users that match those filters.

A separate "closed" status when a ticket is closed by an end user through the self service portal would be great, thanks!

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.

I would like the option to add a user to multiple sites. we are a school society with 24 schools and have users which work on multiple schools.

Currently ticket rules or automation actions via workflows can only be triggered by a ticket update (or a once off number of minutes after the ticket is updated). Adding an option to have rules or automation actions run on a specified frequency e.g. every hour, every day, etc. would be great as we used this feature for a number of key functions within ConnectWise previously.

At the moment, we are able to mark recurring invoices to invoice separately - unless they are configured to pull in other objects such as labour or auto prepay amounts. And apart from invoice separately, all remaining recurring invoices can be merged into one. It would be extremely useful if we could create "Recurring Invoice Groups" or "Recurring Invoice Merge Groups" so that if we do automated invoice generation or if we just select all recurring invoices in Ready for Invoicing and hit create invoices, the RIs will be merged according to their merge group membership (unless they are checked for Invoice Separately). Any RIs not in a merge group or selected to invoice separately could be considered to be a member of the "Default Merge Group" and merged together as they do today. This will allow us to create multiple invoices for a customer that each contain multiple RIs and/or labour, prepay values etc. The lack of such a feature is currently the only thing preventing my company from being able to enable automatic invoice generation to a schedule. We have several customers that need to have invoices generated manually to get the grouping correct before we can batch process the rest.

Being able to see the breaks directly on the timesheet overview would make it easier to review the hours before submitting it. For example, they could be displayed right below the start and finish time.

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

I've been thinking about how we can make our Support Desk module even better and more engaging for everyone. What if we add some gamification elements to spice things up? I believe it could really boost our team's energy and productivity. Here's the idea: Let's integrate some fun gamification features like points, badges, and leaderboards. These could be based on response times, customer feedback, and how quickly we solve tickets. Why it's a great idea: More Engagement: It could make our daily tasks more fun and competitive in a good way. Better Performance: With rewards and recognition, everyone might be extra motivated to bring their A-game. Happy Team, Happy Customers: When we're engaged and performing at our best, it translates into better service for our customers.

Allow Parent _symptom even if users are not able to see the ticket type. Internal agents would like to be able to use this info in emails and alerts without it being visible to users.

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.

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

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.