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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.168.1

Unreleased

Released on Oct 15, 2024 · 132 updates

Minor changes to the page size when using the "Ready for invoice" screen

#746560

1. Page size for Pro Rata when viewed on its own has been increased to 20

2. Page size for Recurring Invoices when viewed with other entities has been set to 6 to match the other entities

Added two new options to change the line number incrementation in dynamics business central

#739919

There are two new settings under Syncing with Dynamics Business Central > Invoices to select the line number increment for both groups and lines. 

Note that lines should always be less than groups to allow space for lines between.

Added the ability to set Live Chat timeout to a minimum of 15 seconds

#739894

Added a dont_sync_to_3rd_party property to the invoices endpoint of the API to stop the invoice from pushing updates to native accounting integrations

#739225

Added a setting to the N-Able N-Central integration for Site/Customer mappings so that Devices imported at the Site/Customer will not be moved by the integration if they are moved to another Site.

#738102

Added the option 'Halo database' to the SQL Provider setting for SQL Imports

#734999

Added a setting to override the theme for a dashboard

#732066

Added custom layout profiles for Users

#731230

Added functionality to restrict Knowledgebase Articles and FAQ Lists on the Self Service Portal by geographic location by using Geo IP lookup

#730699

To use these restrictions, you must enable them within Self Service Portal settings or the individual entity settings.


You may restrict by Continent, Country or both. You can create inclusion or exclusion rules. Excluding a region overrides including.

Added Permission for 'Read, modify, delete' against Sales orders

#727868

This new permission is found under the permission tab for agents or roles for the Sales Order access level.


Added an improved response format for bulk POST to various endpoints

#727189

Include the URI parameter "bulkresponse=true" when bulk posting to the following endpoints:

  • Actions
  • Asset
  • Client
  • Site
  • Users

The response will include the status code for each individual object along with the response content.

Added the ability to automatically add a ticket's related assets to the parent ticket when linking

#724438

This can be found in the settings tab of a ticket type:


When enabled, creating a parent ticket from a child ticket or linking a child ticket to a parent ticket will add any assets on the child ticket to the parent ticket

Added a search/filter box for Single and Multi Select fields when logging a Ticket in the Chat Bot

#715673

Additionally, a minor visual issue has been fixed with Multi Select fields in the Chat Bot.

Added the ability to mass apply tags to tickets in list view

#711945

Added an "ignorenulls" parameter to the /Asset POST endpoint to ignore null asset field values

#703864

Fixed an issue with $-PODELIVERTO not populating the PO Delivery Address correctly

#703592

Customers looking to keep the old behaviour should replace $-PODELIVERTO with $-ORNAME<br>$-ORADDRESS

Added Setting for sorting report group names in alphanumeric order while ignoring emojis

#700871

This setting is found by going to: configuration>reports>settings



Added the ability to set bcc addresses on scheduled reports

#695783

Added a setting to determine rounding behaviour for multiple currencies on Invoices

#689213

Added ability to filter out 'check ticket rules' records from the automation tab

#686209

Located under Tickets>General Settings is the setting to 'Hide Ticket rule checks from automation tabs'



This will hide records in the automation tab where the automation is 'Check ticket rules'

Added the option to show partial values for encrypted custom fields

#676110

When creating a new text custom field and setting it to be encrypted, you can now specify if you want to hide the whole value, show the first characters, or show the last characters.



If either of the latter two is selected, you can specify how many characters to show.


To report on the displayed value, query cf{name}display from the database. The $ variable for these will also show the partially hidden display value.

Added the option to customise the content shown in the requestor field on the self-service portal

#670196

Located within self-service portal settings are the dropdown options that allow you to choose the requestor attributes displayed on the portal - By default, they are set to client name and then site name respectively 

You can choose the Client name, site name, and the 5 'other' user attributes.

Added automatic increase options to Quotes

#658533

You can now set Automatic Increase options against Quote lines:



Set the Quote line as a Financed/Leased item and this will display the Automatic Increase options. These settings won't affect the Quote directly but will be copied over to Recurring Invoices raised from the related Sales Order.


You can use the $-AUTOINCREASEPERIOD and $-AUTOINCREASEPERCENT variables to display these figures on Quotations and Sales Orders.

You can now link a Ticket to a Jira issue without having to set a Product on the Ticket beforehand

#657239

A default Jira connection must be set in order to use this functionality.


When an Issue is selected, the Ticket will have the Halo Product linked to the Jira Project set.

Added Documentation Management functionality to Clients, Sites and Users

#652540

This feature expands upon the existing Documentation Management module to bring folder structures, versioning and customer document uploads to the Clients, Sites and Users areas.


This functionality can be turned on in the Documentation Management Module.


A new permission has been added to Users and User Roles: "Can upload Documents".

A User with this permission will then be able to upload Documents to any Folder they have access to, along with the root level folder for their User, Site and Client, if they have access. Documents can be uploaded on the Self Service Portal.


Documents and Folders which reside at the Client, Site or User entities have a new "Show to User" option, in order to make it visible to Users on the Self Service Portal in their Documents area.


When turning on this setting, existing attachments at Clients, Sites and Users will be migrated to the new system. Turning this setting off will migrate them back.


Added ability to predefine date dependencies on a template for child tickets that can be created

#651898

Added functionality to restrict which FAQ lists are visible on a Self Service Portal when multiple Self Service Portals are in use via Multitenancy

#644249

To use these restrictions, you must be using multi tenancy and enable the ability to configure these restrictions in Knowledgebase > FAQ List settings. 


Then, restrictions can be configured per Organisation, and therefore the Portal linked to the Organisation, in Organisation Configuration.

Added the setting 'Send a link to a form awaiting completion' for 'Log a Ticket' action type chat flow steps

#573962

When using the chat step action type of 'Log a Ticket' you can now have a link sent to the user for ticket submission. The message containing the link can be customised within the 'Ticket link message' field, you will need to use $ LOGTICKET within this field to generate the link.


Once a link has been sent to the user, the user will need to complete the ticket submission before the chat can be continued.


Added an option in email settings to enable email threading for all outgoing action emails Important: On versions prior to v2.184 any outgoing emails from a ticket that has an existing thread open will be included in the thread, even if the email is not addressed to the user the thread is open with (when sending internal/supplier emails for example). Therefore email threading should not be enabled if your tickets will contain any emails that need to be hidden from the user. Functionality to have multiple email threads active on a single ticket and have certain actions/emails be excluded from the thread with the user is coming soon.

#557802


Only available for Office365/Azure mailboxes.

Will not work with the 'Add 'X-Auto-Response-Suppress' header to all outgoing emails' setting.

It is also recommended to remove emailhistory variables from outgoing email templates before enabling this setting.

Added functionality to import Contacts from Outlook via a connected Azure Mailbox

#523956

This can be done in the Mailbox configuration within the "Contact Imports" tab, and/or via the Halo Integrator to import on a schedule.


Additional permissions are required to use this functionality which are listed on the Mailbox configuration page depending on your Azure application type.

Added the ability to do bulk emailing from tickets using Bcc

#463731

If you are NHServerless, you can now enter more than 4000 characters in the email Bcc field so you can send bulk emails from a ticket action.

Added a setting 'Step to start workflow on' to action configuration

#350795

Fixed an issue with batch creation of purchase orders when one or more fail validation

#747058

Fixed issues with service availability tracking

#747023

Fixed an issue with text titles on service fields

Also in 2.168.1 · 2.162.61

#746951

Fixed issues with event management

#746943

Improved configuration of custom table pools

#746882

Fixed an issue with the 'Order Number' invoice column

#745993

Resolved an issue with Invoice group quantity incorrectly being set to the quantity of the last line in the group when displaying on PDFs

Also in 2.168.1 · 2.162.61

#745989

Fixed a performance issue with using 'Show on the Ticket details screen' on custom fields

Also in 2.168.1 · 2.162.61

#745509

Fixed the default 'Business Department' not being set on invoice lines created from sales orders and tickets

Also in 2.168.1 · 2.162.61

#745476

Fixed a rare issue with Snipe IT device matching when importing through the Halo integrator

Also in 2.168.1 · 2.162.61

#745412

Fixed an issue where links would get truncated before the letters "on" in some cases in the rich editor component

Also in 2.168.1 · 2.162.61

#745399

Minor logging improvement to the incoming service when an auto-reply is detected

#745128

Fixed the "New" button on Mail Campaigns opening the new ticket screen if new tickets are configured to open in a modal window

Also in 2.168.1 · 2.162.61

#745004

Fixed an issue with searching services with the global search on the self-service portal

Also in 2.168.1 · 2.162.61

#744738

Fixed an issue where you could not add closed projects to sales orders, where you could previously

Also in 2.168.1 · 2.162.61

#744124

Fixed Sales Order delivery address being overwritten with the Site's address when generating a PDF

#743977

Fixed an issue where some tickets would be missing from reports created using the query builder

Also in 2.168.1 · 2.162.61

#743941

Improved dropdown on Scheduler

Also in 2.168.1 · 2.162.61

#743914

Minor asset search optimisation

Also in 2.168.1 · 2.162.61

#743742

Fixed an issue on the self-service portal where the description of the event would not show

Also in 2.168.1 · 2.162.61

#743731

Fixed the 'send' menu option on invoices and quotes creating billable time

Also in 2.168.1 · 2.162.61

#743639

Added a hint to the Xero syncing setting 'Do not sync product groups on invoices'

Also in 2.168.1 · 2.162.61

#743603

Fixed an issue with the Kandji integration

Also in 2.168.1 · 2.162.61

#743581

Minor changes to behaviour of creation of Accounts/Prospects

#743381

1. Customers that are configured as "Accounts" will no longer be pushed to Accounting Applications, Liongard or IT Glue

2. Main Contact no longer mandatory when creating an Account/Prospect

Fixed an issue with $-ORDERID on sales order pdf's

Also in 2.168.1 · 2.162.61

#743216

Fixed the Ticket-Type level template setting being applied when tickets are logged via email

#743143

Fixed an issue ordering customers by Customer Type

#743054

Fixed an "input is invalid" error when indexing services for Azure AI Search

Also in 2.168.1 · 2.162.61

#743003

Fixed issue where Powershell parameters would not be populated when using the DB Integrator

Also in 2.168.1 · 2.162.61

#742668

Fixed an issue with merging users in certain circumstances

Also in 2.168.1 · 2.162.61

#742615

Fixed an issue where email updates would remove addresses from the To/Cc lists if the two lists contain the same addresses

#742249

Fixed an issue where image height and width attributes were no longer set leading to display issues in some mail clients

Also in 2.168.1 · 2.162.61

#742206

Resolved an issue with generating scheduled reports containing null data and displaying the top X results on charts

Also in 2.168.1 · 2.162.61

#742034

Fixed an issue with the Clone button on quotes

#742028

Fixed an issue with assign user roles in bulk

#742000

Added a 'View Archived Data' option to Change History

Also in 2.168.1 · 2.162.61

#741985

Updated Facebook integration to use Graph API v21.0

Also in 2.168.1 · 2.162.61

#741855

You can now allocate credit in decimals, not just whole numbers

Also in 2.168.1 · 2.162.61

#741818

Fixed an issue that could have caused invoices to duplicate in Xero

Also in 2.168.1 · 2.162.61

#741627

Resolved an issue with some Auvik alerts logging under incorrect customers

Also in 2.168.1 · 2.162.61

#741493

Fixed the $-AREA variable not working on invoice notification emails

#741492

Fixed incorrect label in integration runbook variables

#741183

Fixed an issue when deleting Popup Notes that could cause newly created ones to already be marked as read

#741086

Fixed an issue when changing to a ticket type with no default SLA

Also in 2.168.1 · 2.162.61

#741055

Fixed issue with language translations for category values

Also in 2.168.1 · 2.162.61

#741043

Fixed a minor display issue on the Microsoft CSP integration setup screen

Also in 2.168.1 · 2.162.61

#741007

Resolved a rare issue with using the v2 invoice engine

#740947

Fixed several currency issues

Also in 2.168.1 · 2.162.61

#740880
  1. Fixed an issue where updating the sales currency on quotes or invoices failed to update the converted price in some cases
  2. Fixed an issue where purchase currency wouldn't be reflected correctly on costs when added to quotes

Resolved an issue where the delete menu option appeared on the client screen for admins without delete permission

Also in 2.168.1 · 2.162.61

#740641

Fixed an issue when deleting customer screen layouts

Also in 2.168.1 · 2.162.61

#740412

Fixed items issued showing in 'ready for invoicing' without an item group

Also in 2.168.1 · 2.162.61

#740314

Removed the 'Coming Soon' notice for the WebSocket chat method

#739898

Resolved an error when opening a Purchase Order that is not linked to Ingram Micro Reseller integration when the integration is enabled

#739758

Updated the HaloPSA logo on the login screen

#739661

Fixed issue with tax rules not working for the site type

#739542

Resolved multiple errors with the generation and display of the Next Creation Period for Invoices and Recurring Invoices

Also in 2.168.1 · 2.162.61

#739321

1. The Next Creation Period is now calculated each time it is required instead of using a static value

2. The Next Creation Period will be calculated on a recurring invoice screen automatically by editing the schedule.

3. The variable for Invoice Date will now remove timezone adjustments to resolve an issue with timezones greater than 12 or less than -12

Fixed an issue where in some cases asset status restrictions would not apply

#739286

Fixed an issue with validating OAuth 2 Credentials for Suppliers with the ServiceNow Integration

#739192

Resolved a rare issue with Xero webhooks creating invalid invoices

Also in 2.168.1 · 2.162.61

#739140

Fixed an issue where licences are not removed from users who have been made inactive by the integrator

Also in 2.168.1 · 2.162.61

#739097

Fixed an issue with not being able to move appointments on the calendar with Exchange disabled

#739069

Fixed an issue with Knowledge Base article permalinks with unauthenticated users

Also in 2.168.1 · 2.162.61

#739029

Fixed an issue where Workflows wouldn't load

Also in 2.168.1 · 2.162.61

#738883

Fixed an issue where $-ALLFIELDSCF variable wouldn't populate when using some visibility conditions

#738827

Added option to update Invoice Currency Conversion Rate

#738561

This option can be found under the 'Currency' group when using multi-currency:


Fixed an issue where a rule match as the result of an action could reset the custom fields set by the action.

#738545

Updated hint on output variable screen

#738497

Fixed an issue with user and sites not loading when coming from a customer list

#738310

Fixed an issue with clicking the icon to open a report from a dashboard

Also in 2.168.1 · 2.162.61

#738134

Fixed an issue with incorrect Language Pack labelling

#737987

Fixed a display issue when using time fields as criteria for ticket rules

#737756

Fixed a rare issue with Timesheets erroring when selecting specific date intervals

Also in 2.168.1 · 2.162.61

#737616

Fixed an issue with approvals on the portal

Also in 2.168.1 · 2.162.61

#737575

Fixed an issue with some methods of applying knowledge base templates to tickets

#737320

Fixed an issue with discount percentages causing errors when syncing to MYOB

Also in 2.168.1 · 2.162.61

#737185

Resolved an error shown when importing Devices using Datto RMM with the Integrator application that relates to User matching

Also in 2.168.1 · 2.162.61

#736735

Fixed an issue where some Clients couldn't be added to allowed Clients on FAQ Lists

Also in 2.168.1 · 2.162.61

#736664

Fixed an issue where activating the "Track Users sign-in activity" setting in the Microsoft CSP integration may return a permissions error for a short time afterwards

Also in 2.168.1 · 2.162.61

#736146

Resolved an issue with Sales Orders failing to show on Project Tasks when using the setting to show Sales Orders on Linked Tickets/Projects

#735636

Fixed an issue with pushing config changes to a connected instance

Also in 2.168.1 · 2.162.61

#735521

Fixed an issue importing all-day appointments from Google Calendars

Also in 2.168.1 · 2.162.61

#735464

Fixed an issue with not being able to set "Do not update Asset Types" on Lansweeper and SCCM

Also in 2.168.1 · 2.162.61

#734931

Fixed an issue with Next Creation period not displaying an error when not saved properly

#734800

Fixed error handling for next creation period failing to save.

#734784

Minor error message improvements when vectorising data for Azure AI Search

#734189

Fixed an issue with unnecessary information being added to the audit table in some circumstances

#733834

Fixed several performance issues surrounding the loading of lines when loading recurring invoice lists

#733739

Fixed an issue when deleting Avalara tenants

Also in 2.168.1 · 2.162.61

#733712

Fixed the ticket type default appointment body not applying to appointments created from the portal

#732294

Fixed an issue where database lookups may not function when populating the trigger fields also cause more fields to appear above the trigger field in a form, via dynamic field visibility.

#731104

Fixed an issue with Scheduled tickets failing to create in some locales in some cases

Also in 2.168.1 · 2.162.61

#726024

Fixed agent-only custom fields not populating on invoice PDFs when bulk sending

#725620

Fixed a rare issue with site matching for devices in the Microsoft CSP-Intune import

Also in 2.168.1 · 2.162.61

#722819

Fixed an issue with indexing tickets for ai integrations using the runbooks method failing in some cases due to deleted tickets

Also in 2.168.1 · 2.162.61

#712889

Fixed an issue where loading ticket lists could occasionally timeout

#692929

Fixed an issue where Excel report exports would give an error when opening in Excel, if exported from the self service portal.

#649329

Fixed an issue with Timesheets not correctly displaying an action that spans multiple days

#648474

Fixed an issue with adding notes to related/child ticket with action variables

#571495

Added customer specific debug logging in Live Chat

Also in 2.168.1 · 2.162.61

#740446

Removed some stale customer-specific logging

Also in 2.168.1 · 2.162.61

#738268