Feature Ideas

There is a setting under Customer > Billing called "Preferred Delivery Method" which can be set to "None, Print, Email". Right now, that setting doesn't do anything. A nice feature would be to have the option to generate a pdf for printing of all of the unpaid invoices for every customer who is set to "Print" so that they could all be printed at once without having to hunt each one down.

I recomend the implementation of JSONata (https://jsonata.org/) to retrieve and work with JSON data in customer runbooks and custom integrations. JSONata is a powerful framework to query and transform JSON data for custom integration. Just an easy example you cannot do in HALO version 2.184: ✅ HTTP-Get all users of a company by Id Your response is a set of users: {"response": { "users": [ { "id": 6481, "client_id": 273, "name": "Heiko P.", "customfields": [ {"id": 274, "name": "CF3rdpartyContactId", "value": "860"} ] }, { "id": 6482, "client_id": 273, "name": "John K.", "customfields": [ {"id": 274, "name": "CF3rdpartyContactId", "value": "861"} ] }, { "id": 6483, "client_id": 273, "name": "Paul D.", "customfields": [ {"id": 274, "name": "CF3rdpartyContactId", "value": "862"} ] }, { "id": 6484, "client_id": 273, "name": "Peter X.", "customfields": [ {"id": 274, "name": "CF3rdpartyContactId", "value": "863"} ] } ] } } A JSONata codeline of {"company": response.users[0].client_id, "contacts": response.users[].customfields[id=274].$number(value) } Transforms this into { "company": 273, "contacts": [ 860, 861, 862, 863 ]} that you can directly submit to a 3rdParty solution.

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.

For us, being new to HaloPSA, one of the things that frustrated us the most was the lack of good documentation when it comes to integrating with the system. It would be nice if this could be improved a ton, as we now have to try and reverse engineer how the system is set up to do.

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

Send email reminders to clients to accept or reject quotes before they expire and close.

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.

Currently, we are required to present serial numbers on invoices for some serialized items. At present, there is no variable which allows us to include the serial number of a consigned item in any way on an invoice. The goal is, when we sell something (say a laptop), we should be able to select that item from inventory, and the serial number of the item selected from inventory should appear on the customer's final invoice.

Halo’s built-in dashboards are excellent for data that already lives in Halo, but most MSPs also hold important information—security alerts, compliance scores, financial KPIs—in external systems. Many partners could benefit from an official Power BI Embedded widget that lets us surface those external metrics inside the customer portal in a simple, secure way. What the widget should do • Allow us to register our own Power BI Embedded capacity (A, F, or P SKU). • Let us pick any report/page and map the signed-in Halo company or user to the correct Row-Level Security filter in the dataset. • Show the dashboard in a portal tab or widget with no extra licences for the end user, reusing the same SSO they already use in Halo. This would give MSPs a clean, scalable path to present non-Halo data—such as security posture, patch compliance, or budget reports—right alongside native Halo metrics, delivering a single, seamless view to our customers.

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

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.

At the moment even if an Agent is marked as On Holiday/Sick in Halo, if a User replies back to a ticket the ticket remains with the Agent that is on holiday meaning a lot of manual intervention is needed to check and move tickets. This feature idea is to have a setting/configuration option that would allow a ticket to move to Unassigned when a User replies back to a ticket 'On Hold' or 'In Progress' where the Agent is On Holiday/Sick. I don't think there is currently another way of achieving this (e.g. via rule) - and have checked this out.

It would be nice if we could be able to see to-do lists from the mobile app. We have technicians in the field and they have to bring up the web version to see a to-do list, which is very inconvenient when you are trying to do it from a phone.