Find out about all the exciting, up and coming developments in Halo Service Desk
Tech Data Integration (synnex)
Sync Billing Data - Live product lookups - Update Services/Subscriptions from Halo
Acknowledgement Email Article Suggestions
Matching customer help articles will be automatically appended to ticket acknowledgement emails.
IT Glue Integration - non flexible assets
Improvements to the IT Glue integration to bring across Non-Flexible Assets.
CSP and Office 365 automation
Approval processes to automatically create users/assign licenses and update license amounts in Office365 via Azure/CSP/Pax8 and other vendors APIs
Microsoft Azure billing Integration
Integrate with Azure for consumption billing data to be imported to Recurring Invoices
Integration with PandaDocs to push Quote data into PandaDocs documents and allow PandaDocs to handle sign-off of documents
Slack Integration Enhancements
Slack Bot to allow viewing existing tickets, starting conversations on a ticket, adding actions or updates and closing tickets directly from Slack.
Improvements to native report builder
More entities to be added to the Query Builder such as Invoice and Project specific datasets
Google Reviews Integration
New reviews will create tickets in HaloCRM.
Integration with Dynatrace for observability management.
Lines added to Quotes and Invoices will pull live tax rates from Avalara
My Lists feature in CMDB
"My Lists" feature for Assets/CIs to group independent of Asset Types/Asset Groups, as well as adding them in bulk to Incidents, Change Requests, Maintenance/Scheduled Tickets.
Conversational Ticket View
New conversational, customer-focused view for managing customer service and sales. Designed to reduce duplication and drive customer satisfaction.
New area for managing templated documents through Halo. Integrations with Sharepoint and Confluence.
Management of SaaS accounts and usage.
Adobe Commerce (Magneto) Integration
Integration with AdobeCommerce (Magneto), including import of contextual customer and contact information and form embeds.
Halo Tabs for Tickets
Ability to have multiple tickets open in one single browser tab.
Execute Integration Methods on ticket forms
Ability to call third party APIs on a ticket form to either display drop-down values based on the response, or auto-populate subsequent fields through an output variable.
WeChat Channel - Development Roadmap
New channel to allow for communication with your customers using WeChat.
Text Global Channel
New channel to allow texts from Text Global into HaloCRM.
Multi-Page Ticket Logging
Ability to split a ticket form down into multiple pages based on field groups, with a progress completion bar.
Go Cardless Integration
Integration with Tanium to import Asset and CI information into the CMDB
NMI Payment Gateway
AI-powered Alert Management
Enhancements to the alert management module to provide AI-powered alert consolidation.
Search for Settings in Configuration
Allow for individual settings to be searchable in the Configuration module.
Google Maps & Agent Lookup
Adding functionality to track all active agents on Google Maps.
Concurrent Licencing Product Improvements
Enhancement to concurrent licencing product functionality to include manually forcing agents out, customisable log off timeframe rather than fixed, licence usage insights, team/department-specific seats.
VMWare Workspace One Integration
Integration with VMWare Workspace ONE to import devices and mapped fields.