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

Anyone ever see TopLeft's implementation for ConnectWise or AutoTask? Enough said. Kanban boards is one of the reasons we came to HaloPSA in the first place. But it is pretty much useless without being able to change the order of the tickets in a column? I mean you can drag and drop the ticket in the kanban board / column, but it doesn't stay there?

Allow customers to approve their quotes in the portal, instead of only approval or reject via email link. This feedback is a key theme direct from many of our customers.

Please create a permission to specifically allow impersonation of a user. Currently an agent needs full administrator access to impersonation of a user. This isn't helpful. Please create a permission setting so we can configure some agents to be able to impersonate without them needing full Administrator access to all of HaloPSA.

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.

When we add our ninja agent before the stock is fully received (or if there's a mistake in the serial number), we end up with two assets. This most often occurs when we install ninja/rmm on an endpoint which creates an asset, then we receive/deliver the asset from a PO afterwards, which also creates an asset. I'd like to be able to retain the purchase information from the PO'd asset and everything else from the RMM synced asset. Or, if there's ever a field merge in question, just ask which of the two should "win". I currently do this manually via the API that copies data from the RMM synced asset into the purchased asset, then deletes the RMM synced asset.

We go through a yearly heavy process of sending "please confirm your contact details" emails to our customers, with updates being done manually in Halo. It would be AWESOME to be able to just point the users to the portal and tell them to confirm their addresses, site addresses, phone etc. At the very least, even if they can't modify it, being able to see all/some of the contact fields would already be great. They could email us if something needs changing.

When an invoice is voided, there is currently no way to communicate this clearly to the customer via the system. Although a “Send” button is available in the Invoice section under “Void”, it does not include any indication that the invoice has been canceled, nor does it generate a document that explicitly confirms the voiding of the invoice. Given that customers often require clear confirmation for accounting and documentation purposes, it should be possible to assign a visible “Voided” or “Canceled” status to an invoice and send this information to the customer. Ideally, the system would allow generating or sending a cancellation document that references the original invoice number and clearly states that it has been voided. At present, this is not supported, which makes it difficult to provide customers with proper confirmation after an invoice has been canceled. Edit: Unfortunately, there is no number for Storno receipts either.

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

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 documentation for HaloPSA is nearly unanimously the biggest gripe everyone has with the product, and better documentation has been promised for ages. Let the community help take some of the burden off the Halo team. I'm thinking something that uses tech like Git to version-control, PR, and allow for an easy review process. Markdown support would help us make it readable. And something with the ability to link other pages or issues. CakePHP has some of the best documentation of any project we've ever used. I think it's autogenerated by SphinxDocs reading the Github Repo This would be a HUGE help to the platform as so many of us see things in Halo and have no idea what they do. Letting customers and fans drive documentation and having it be in a controlled environment will ensure that documentation is customer-driven, accurate, and relevant.

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

I would like to change the favicon that is shown on the customer portal – right now it’s the red haloPSA favicon which doesn’t 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.

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

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.