Feature Ideas

The setting "Allow online bank transfers and credit card payments" is currently an all-or-nothing option for both entities. I would like to be able to either control the payment options strictly from Quickbooks Online settings, or have more options to control this from Halo. Right now I am forced to have both payment options either on or off.

We sometimes as I presume others do, have customers that change company name/rebrand. Schools often change name during academy conversion for example. The issue is remembering the new name for staff, so I was looking for a way to make the old name searchable. I thought about a CF, but I don't think the search looks at these and there is no way to mark a CF as searchable. So either create a field called 'Former/Previous Name' under company that is included in searches or a tickbox to allow a customer CF searchable. The 2nd option could open up more options for people to utilise.

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

Visible fields on User record to determine what users have access to the self service portal, and last time they logged in. Currently only visible via a custom report.

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

I think it would be a handy feature if we can right click on a ticket and do an action from there This will allow clean up on messy boards to be so much easier as we have an action that does something specific within Halo

Our clients have been asking for copies of the approved quotes that they sign off, this is only possible via the ticket though our clients go straight to the quotes section of the portal where this is not seen. Can this please be added?

Currently approval processes only let you define approvers based on user role, not on agent role. For internal approval processes this would be useful as I'd like to configure a simple RBAC configuration system where I can assign new staff to an agent role and have all their access and permissions based on the agent roles they hold. Having to set up roles in multiple locations, or setting up CAB's manually every time there is a staff change is going to be a lot more error prone.

We have clients that sometimes would like copies of multiple invoices at once. Currently, we are forced to save each invoice under a client individually and then send the client each invoice as an individual PDF. Being able to select more than one invoice at a time to generate as a PDF would save us a lot of time.

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.

On most days it can become nearly impossible to review at a glance what has been done in a day or even confirm if all time entries are in. Previous ticketing systems I have used would always have the same-sized tile for each individual entry in chronological order for easy review. The attached screenshot is an example of a bad time sheet resulting from a particularly busy day. You can see that it is not possible to determine what any of the entries are for, and some of them you can't even determine what time the entry was for. Entries also appear to overlap despite not actually overlapping (would be a big no-no for billing if they actually were). Of the systems I have used in the past, Accelo had one of the better timesheet options (also shown in attached screenshot). It is significantly easier to see what the entry is, what timeframe the work was completed in, and other nice to know details like if it was charge/no-charge, what client, contract, etc.

Would be great if you could set an order to the custom fields - we've got several in our 'Additional Fields' tab and all original fields get pushed to the bottom which makes finding the important ones difficult

Outgoing emails don't have required headers to allow email clients to group them by conversation, please implement this 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

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.