With everyone at HaloPSA is lucky enough to work remotely, it’s given us time to reflect on our roadmap and work on some exciting new releases for you.
We are always listening to your suggestions and feedback and we are known for our flexibility and responsiveness. You always give us great ideas on how we can improve and what features would benefit you. So we wanted to get you up to speed on a bunch of new features that will make your life easier. From integrations to the service catalogue, we’re making sure everything you need is all in one place.
1) Services and the Service Catalogue
Maybe our biggest update, our service catalogue and services functionality is now available on the web app! The service catalogue lists out all the different services you or your organisation offers in a structured way. Behind each service, you can configure workflows and approval processes. You can link tickets to services and raise service requests via the service catalogue for quick visibility.
For example, if you wanted a new laptop, there can be a predefined approval process of going to your line manager for approval. Once this has been approved it can then trigger a workflow, to ensure correct processes have been met.
2) Call Planning
Organisation is key to maintaining customer satisfaction and providing top support. With the new call planning functionality, you can set a call date for customers, filter customers by those who are due a call and add CRM notes to specify the next call date.
For example, you’re an Account Manager and need to call customers on a daily basis. It can be time consuming and difficult to work out which customer is due a call and when. By adding a call date and utilising crm notes, you now have clear visibility of who to call and when.
HaloPSA is designed to be a single, centralised system for all of your IT needs. The added invoice updates aids in supporting this. You can now create, view and edit all invoices within HaloPSA so you don’t need to spend time switching between applications.
4) Powershell Integration
Microsoft Windows PowerShell is a task automation and configuration management framework from Microsoft, consisting of a command-line shell and associated scripting language built on the .NET Framework.
With our Powershell integration, you can now rapidly automate tasks and processes within HaloPSA. You can configure custom Powershell scripts to run as part of approval processes or when completing an action.
NB: Currently only available for on-premise customers.
5) Import Data via Spreadsheets
It’s now possible to import data via spreadsheets into HaloPSA. This saves you time as you no longer have to do this manually. You can use this data to add and create customers, assets, tickets and more.
For example, you have decided to start using the asset management functionality in HaloPSA. With this new update, you can automate the process of transferring asset details manually by importing data via spreadsheets to save you hours of manual labour.
6) Project Budgets
There are many situations where you could have multiple types of budgets for a project. Now, you have the ability to add multiple budgets, add child ticket estimates and time contributed based on the budget type field.
For example, you are working on an implementation project. There are multiple teams working on this project, such as consultancy and development teams. Each team has a different budget and time allocation. With the new update, all teams will be able to input their budgets and time for clarity and visibility.
7) Third Party Integrations
We love integrating third party apps into HaloPSA! We realise the value these applications bring to our customers and we have hundreds on offer already. With our April update, we now offer integrations with the likes of Slack, Salesforce and Azure AD. Further integrations include:
- Azure SSO
- Dynamics 365
To find out more about our integrations, head over to our integrations page. If you need any assistance implementing these, please get in touch and we will be more than happy to assist.
We hope some of these updates have brought some cheer to your April. We are releasing more features consistently and I’ll be back to share some more with you soon. If you have any feature requests, please raise a support ticket and in the next update, you may see your request featured!