r/halopsa

Firstly, I am new to anything in HaloPSA, as it isn't in my primary wheelhouse of this job.

The short of it is: I was told I can't use a custom table to do this. It has to be static.

So I go to look into custom fields, and I don't quite understand if what I want to do is even possible.

The goal is to have a primary labeled row and column with static data in each of the cells.

Then, in each cell past that, they want a drop down menu that will allow them to select Red, Amber, or Green. I need help doing that, and as a bit of added problem, they don't want the words, but the actual colors in the cells.

https://preview.redd.it/esuuntypgb2h1.png?width=1049&format=png&auto=webp&s=466823b63c8ba7fe0fcce0d039dd2c4467a7d0c0

Something similar to this. They would be OKAY if there needs to be words, but it isn't their preference.

How does one go about making something like this in custom fields?

What is the best way to prevent agents from changing the assigned agent via the dropdown on the ticket details rather than the re-assign button. There's only a few who do it this way so ideally would prefer a solution that can be applied individually.

Want to pull historical HaloPSA tickets into a RAG (Retrieval Augmented Generation) setup so Claude can suggest fixes for incoming ones. Has anyone done this?

If so, what are you using for the vector store and retrieval layer, and how are you keeping token usage sane?

I asked this previously but didn't get much info. Is there really no way to stop the notification window being spammed with "New Ticket logged for your organisation ID 123456"

Some of the notifications are extremely useful but because of all the "new ticket logged" it makes using the notification window completely useless. I can't believe there isn't a setting somewhere that controls this. Surely there has to be?

In Connectwise, we could create agreements for clients and assign the applicable tax rate in the agreement. In Florida, we pay communication services taxes for VoIP products but then sales tax for all other services. Connectwise had been integrated with QuickBooks Desktop but now we've also transitioned to QuickBooks Online, so Halo is integrated with that. No matter how we set up the sales tax rates in Halo, even creating a site under the client and assigning the comm svc tax rate to that, it still hands off to QBO with the top-level tax rate. Is there any way around that? All I can think of to do is create a separate client that will just have VoIP services invoiced using the correct tax rate.

Looking for ideas to efficiently use a to-do / checklist for new user or device deployments. I am no HALO expert and I'm sure we're only scratching the surface at the moment, but I'm trying to start using it more to help with efficiency. I have configured canned text at the moment, but it's generic and not customer-specific. Let me know if anyone is using some other function that might leave less room for failure/missed items and be more effective.

Hey everyone,

I’ve been working on a Chrome extension for Halo called **HaloPlus** and wanted to share it here first with people who actually live in Halo day to day.

The idea came from my own frustration with how many small repetitive things slow you down when working in Halo. Nothing huge on its own, but all those extra clicks, searches, tab switches, and “where was that field again?” moments add up.

So I built HaloPlus as a small toolkit that sits inside the Halo interface and helps with the things I kept wanting faster access to.

A few things it does:

• Slash command palette for jumping to tickets, impersonating agents, customers, assets, reports, recent records, etc.
• Custom commands for your own shortcuts
• Recently viewed Halo records
• Ticket 360 view for quick ticket context (quick dashboard on a ticket)
• Action timeline
• Record JSON inspector
• Field/API name overlay for forms
• Data Viewer for tables, columns, filtering, queries, and exports
• API helper using the current Halo session
• Light/dark mode support

It’s aimed mostly at admins, consultants, service desk teams, and power users who spend a lot of time inside HaloPSA or HaloITSM.

The extension is not live in the Chrome Web Store yet as i'm waiting for them to approve the extension, but it should be available soon. I’m at the point where I’d really value feedback from actual Halo users before pushing it further.

Website is here: https://gethaloplus.com

Would love to hear what you think, especially:

• Does this solve problems you actually run into?
• Which feature would be most useful to you?
• Is there anything obvious missing?
• Any concerns with this kind of extension inside Halo?

Not trying to spam the sub, just genuinely proud of what I’ve built and hoping it can be useful to other Halo users too.--

--------------------Update 08/05/2026--------------------

HaloPlus has now officially been approved and is live on the Chrome Web Store 🎉

Really appreciate the interest and the security/transparency discussions on the original post. A few people asked about open source/code inspection, so I’m currently planning to make the extension code publicly available so people can inspect what it’s doing themselves.

Now that it’s actually live, I’m hoping to get more real-world feedback from people using it day-to-day inside Halo. If anyone has questions about how it works, permissions, security, or specific features, feel free to ask here as well.

Please leave a review ❤️ Spread the word!

Chrome Web Store:
https://chromewebstore.google.com/detail/haloplus/ondioamcpkphlebmeocbhjmpdodpmklp

Website:
https://gethaloplus.com

Migrating ~120 managed services clients from ConnectWise to Halo. Each has at least one recurring focus day (some daily, some weekly, some quarterly) that consumes hours from the agreement. I need to provision the contract schedules in bulk via API rather than clicking through the UI for every client.

Three questions for anyone who has done this or knows the API well:

1. On `POST /api/Appointment`, what field binds the appointment to a contract's schedule plan specifically, so it deducts from Hours Allocated on the agreement? A freestanding appointment linked only to the agreement does not seem to meet that need?
2. Does `POST /api/Agreement` (or any other endpoint) accept a nested schedule plan generator payload (start/end dates, cadence, hours per appointment, ticket type, work hours)? Effectively the API equivalent of the `Create Scheduled Dates` button. Or do I need to generate the date list client-side and POST each appointment individually?
3. If I POST appointments via API, does the Work Hours calendar holiday skip apply server-side, or do I need to apply it myself before submitting?

The Q3 2021 release notes said recurring appointments could not be created through Halo, only imported. Wondering if that still holds or if it has been extended since.

If anyone has done a CW-to-Halo migration of contract schedules at scale, interested to hear how you structured it. Rewst is our RPA of choice.

Hey All,

I wanted to see if I was just missing something. We have many device types in Ninja. For exmample we have VM's in Ninja that I would like to map to a certain device type in Halo. Is there a way to accomplish this? In the integration I only see the one mapping for default type.

Hi there

HaloPSA is awesome! 😄

But i'm missing translations for fields, and ask myself if it would smart to play around with Custom Variables for translation.

In my case the Agent Ressource Booking on Mail Replays.

Or how did you solve that on your site?