Feature Ideas

Ability to merge sites for a customer, in the same way as its possible to merge a customer.

Currently it can only be set globally or per agent

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?

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

It would be awesome to have integration for Keeper password manager to sync the licenses into our customers license list. This helps with the invoicing for the customer.

In HaloPSA Timesheets, we should be able to enter the Start time and End times via keystrokes on the keyboard and without having to click scroll through the time scroller for both the hour field and minutes fields to add in our times. We should also be given a field to deduct time when staff need to enter a block time in with other tickets \ tasks completed during this block time in a working day. This archaic front end is a relic of the 1980's, is inefficient + cumbersome, and cost us time.

Currently when you click on a notification in the side pane it opens in a new browser tab, it would be nice if there was a setting to open it in the new halo tabs or popout window etc.

When creating an Opportunity against a “new prospect”, the new prospect dialogue should be customisable so that you can specify which fields are visible or not. This would then focus on agents (aka sales people) capturing the data they need without the visual distraction of fields they don’t need. This is about making data capture quick and easy because inherently, attention to detail and properly using a CRM is not a trait of a sales person.

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

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

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.

The ability to automatically add late fees to past-due unpaid invoices would be great.

Automatically save Knowledge Base articles as draft as you write them.

It would be great if we can put $-Variables on PopUp notes for a client Eg - Pre-Pay Hours left etc