Create a simple way to reference another ticket within a ticket
Just like using the @ in a ticket will bring up the ability to reference a user I would like to see similar ability to reference another ticket ie.. @ticket# or something like this which will make it a hyper link.
Rob S4
Ninja Integration Update
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.
Glyn W15
Ubiquiti Unifi Controller integration
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
Marco23
Xero Part Payments to Halo Invoices
The xero integration currently makes a webhook call to Halo on allocation of payments. Halo ONLY records payments made in full leading to SIGNIFICANT divergence between the balance of un/part paid invoice in Halo compared with Xero. The impact on Account Mgmt staff in needing to access BOTH systems for invoice management is considerable. Considering that the webhook calls are already made by Xero and Halo already responds and correctly records full payments, extending this to cover the recording of partial payments would be very much appreciated and deliver considerable time savings and improvements in the accuracy of reporting on invoice states/balances within Halo.
Dale J1
A working mobile app
A full functioning mobile app that doesn't require you to go to the browser version on your phone for 90% of your needs.
Chad H33
Folders for Canned Text
I have so many canned texts that the scrolling is unbearable, please can why have a way to search and organize them into folders like the categories field?
Nathan B5
Enhanced To-Do List
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
Glyn W25
Recurring Invoice Template
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.
Paul9
Teams notification
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
Metod R5
Huntress integration
Would like to see an integration with Huntress. Amazing product and being able to receive tickets directly would be very useful.
Brent R16
Automatically add Client logo if their website is added
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.
Sam A5
Hudu KB Integration for problem finder
Currently the problem finder (I think that's what it's called) option only seems to use tickets and KB's in Halo, it would be good if this could also query the global KB's and client KB's in Hudu
Simon W8
Allow column selection for Assets in Customer portal
Currently, you cannot select which columns to show in customer portal for assets, only 3 key fields are displayed by default. The generic description as Key field does not let the end user know, what is included, and it can include different fields for different asset types. Also adding fields from linked product such as SKU will be very useful.
Metod R10
Further Portal Customizations
I would like to change the favicon that is shown on the customer portal β right now itβs the red haloPSA favicon which doesnβt match our color scheme at all. Replacing it with our own custom icon preferred, alternatively the ability to set a HEX color code for the existing icon would be a 2nd option Also when going to our portal the loading circle is blue at first, and then changes to our green, is there any way to fix that? Right now the favicon is red, the initial loading circle is blue, and then finally things change to green, which is a pretty bad mis-match of colors Additionally, it would be great to have the option to repeat a background image vertically, right now we had to make a fairly large image in height to have it work on every possible screen/mobile device, but the caveat is that the background image takes a second or two to load in. If we could just have it repeating on the Y axis that would solve the problem, but I was told that it's not possible, even by custom CSS at this time.
Corey D12
Filter on all columns on all tables
Want to send invoices that are unsent after reviewing them? Well, get prepared to tick 250 really tiny boxes and hope none of them fail to send otherwise you'll have to do it again. You should be able to filter invoices by their creation date. Likewise, you should be able to filter the sent column and enter NULL or "" or 2 to show all tickets with more than 2 hours on them. On the client screen, I should be able to filter the next call date by entering
Timothy H13