Find out about all the exciting, up and coming developments in HaloITSM
Enhancements to the search functionality to include additional items.
Reporting Templates & Improvements
Enhancement to the reporting suite, allowing reports to be created from a template.
Additional Service Category Grouping
An additional service category grouping to be introduced.
Agent Home Screen Improvements
Enhancements to the agent home screen to provide dashboarding options.
WhatsApp Business Integration
Integration with Whatsapp Business.
Project Management Advancements
Expansion on the existing project management functionality in the Halo web-app.
Transfer of Configuration Between Development and Production Environments
Enhancements to improve the ease of transferring configuration between development and production environments.
Datto RMM Integration Enhancements
Automatically syncing into Halo the information included in tickets logged and processed from Datto RMM.
Introducing functionality to increase collective collaboration between agents via chat boxes and tags/mentions to add into the ticket pages.
Introduction of keyboard shortcuts.
Microsoft Cloud Solution Provider (CSP) - Phase 1
Import Customer/User data
Import billing information for subscriptions
Monthly and Composite Reports
Introduction of composite PDF reports.
Integration with Device42.
Mailbox matching for CRM
Scan sales teams mailboxes and record emails against opportunities/leads in HaloPSA
IT Glue Integration
Automatically adding new assets to IT Glue, synchronising an asset's name and properties to IT Glue and adding a link on the asset's overview to view the instance in IT Glue.
SAML and OpenID Connect
Improvement to the ease of configuration with the general SAML and OpenID connectors.
Expansion of ITIL Alignment
Enhancement of CI functionality, and Incident and Service Request management.
Google Maps & Agent Lookup
Adding functionality to track all active agents on Google Maps.
Introducing follower notifications on specific tickets or tickets assigned to a specific agent.
Self Service Portal Improvements (Phase 2)
Allow users to view invoices and projects on the portal and to update them with notes
Remote session tool to provide instant support to clients.
Automate Office365 tenant changes
Approval processes to automatically create users/assign licenses and update license amounts in Office365 via Azure/CSP/Pax8 and other vendors APIs
Sync Billing Data - Live product lookups - Update Services/Subscriptions from Halo
SCOM Integration now available.
Alerts can be received from SCOM via SMTP and turned into tickets in Halo.
The Halo Integrator can be run on the SCOM server so that when they are resolved in Halo, they are closed in SCOM, and any closure notes are added to the alert.
Add contract schedule functionality.
Asset serialisation from items now available
In addition to the new stock and consignments features, you can now create assets from items when bringing items into stock or consigning an order or items issued.
To enable, choose an Asset Type for the "Linked Assets Type for serialised Assets" setting on the Item details screen.
If you are not tracking stock levels, assets will be created when you consign an item.
If you are tracking stock, you have the option of whether to create the assets when receiving stock, or when consigning the item. This is a setting in Config > Items.
When adding stock or consigning depending on the above, you will be asked to create assets via a pop-up screen. On this screen, you can either choose an asset tag for each new asset, or auto allocate a tag.
If you serialise when receiving stock, when you consign items you'll instead be asked to choose assets to consign, by either entering their asset tags, browsing what's in stock, or auto allocating.
You can also allow serialisation to happen automatically all the time, by enabling "Automatically create and select serialised assets" in Config > Items. This will prevent the above screens from showing, new assets will automatically be allocated a tag, and assets will automatically be selected for consignment based on age.
Assets created from items will show additional information on the assets Supplier & Maintainance tab. Here you can also prevent the asset from being selected for consignment in the event it is returned to stock again.
Links to serialised assets will also show on the item, goods in and consignment records.
Stock control now available
Enable tracking of stock levels in Config > Items.
These will allow you to track the quantity in stock of an item at different sites.
Make a Site a stock location by enabling the "This Site is a Stock location" setting within a Site.
Items can be listed by location within the Items area using the "Items by Stock Location" view;
Receive stock by selecting "Receive Stock" from the Items list. This option also shows on right click of an item in the list, and on the item details screen.
"Stock" and "Stock History" tabs have been added to the Item details screen. Stock shows the quantity in stock at each location. Stock History shows an audit trail for every stock movement that happens. The quantity in stock will also show areas of the app which list items, such as the item list, adding items to a ticket or order.
You can drill into each Stock Location to view the stock received records for that location, with information such as how many were brought in, how many remain, and serialised assets that are created.
Stock is reduced when items are consigned from either a Sales Order, or Items Issued on a ticket. An option to consign a Sales Order or Items Issued now show on the Sales Order screen, and Items Issued tab of a ticket.
Consigning will consign all lines on the order which need to be consigned, and reduce the stock of the item. When either adding an item to an order, or consigning the order, a stock location can be chosen for each item. There must be enough in stock to consign the order.
When consigned a link to the consignment will show within the line item. Clicking the consignment will show information about the consignment such as the items on it, and any assets that were serialised.
A setting has been added to make it so Items Issued and Orders cannot be invoiced until they are fully consigned. This is available in Config > Sales Orders.
Stock can be transferred between locations using the "Stock Transfer" button on the Item details screen. A stock-take can also be performed to adjust the quantity in stock.