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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.176.1

Unreleased

Released on Dec 19, 2024 · 236 updates

★ Highlight

Added the ability to use the end-user chatbot in Slack

#658493

It is now possible to create applications in Slack and associate them with chat profiles in your Halo instance. This allows users within your Slack workspace to communicate with a custom-defined chatbot that you have configured.


The new functionality can be configured on the new End-User Chat tab of the Slack integration.



Unlike the rest of the Slack integration, this functionality requires you to create your own Slack developer app. This gives you the ability to customize the appearance of the application for your end users. 


To make the creation of these apps straightforward, the Create Manifest button can be used to generate a JSON file that can be imported straight into Slack to create new applications. This ensures that your apps are configured with the correct permissions and endpoints. 


Once the app is created, you can register it in Halo and assign it a chat profile allowing the correct chat flow to be used whenever a user starts a conversation via the app.



Once the app has been installed into Slack, users can start new conversations in the Messages tab of the app using the /startchat slash command. They can also end current conversations with the /endchat slash command.



Various prompts/inputs will be available to the user throughout the conversation, helping to guide them through your configured chat profile. An example prompt where a user has asked the bot a question and the bot has returned knowledge base articles to the end-user can be seen below.



★ Highlight

Added the Rapid7 Integration

#630654

A Rapid7 integration is now available, allowing tickets to be created from Rapid7 using runbooks in Halo. Webhooks from Rapid7 will need to be setup to trigger the runbook when an investigation is created.


Once the integration is enabled, the runbooks will automatically be added. Alongside this a schedule will be made for the alerts runbook to obtain future alerts on the investigation.


The closure runbook can be implemented to close investigations in Rapid7 when a ticket in Halo is closed.

Resolved an issue with listing Items in the API

#781197

Resolved an issue with the Invoice Number incorrectly being set to the Halo Invoice Number using the Dynamics Business Central integration

Also in 2.176.1 · 2.174.31

#778769

Added Incomplete Timesheet Notifications

#775075

You can now enable notifications to be sent to Agents who haven't completed their Timesheet. Managers can also configure a notification to be sent when Agents they manage haven't completed their Timesheet.


To allow notifications to be sent, first select the 'Enable Incomplete Timesheet notifications' setting in Configuration > Time Managment > Timesheets:



Then, go to Configuration > Teams & Agents > Agents >  Preferences and select the desired options under the Notifications group:



Once the time to send the incomplete Timesheet notification has been exceeded, the notification will send. Notifications send once daily.

Added a User deactivation setting to the Microsoft Entra and Microsoft CSP integrations for when Azure deltas are in use

#763547

The new setting gives more control over when a User is deactivated via the integrations. The ability to deactivate users when they do not match a site mapping has been re-introduced.


The following options are available for the new setting:



This setting replaces the setting shown below which is no longer used when deltas are active.



https://halo.haloservicedesk.com/article?id=2290&text=azure%20deltas&entity=articles

Added the ability to bulk edit assets on a ticket if in the table view

#758039

Added the ability to set global defaults for the web access level of End-Users

#754736

Added a setting to enable/disable the SLA release of tickets after an approval process accept or reject. This is enabled by default as this has been the normal behaviour.

#754071

You can now select a workday when creating scheduled dates on contract plans

#750123

Added the ability to bulk delete scheduled appointments on customer contracts

#750122

Added an option on appointment/shift types to still be available for agent resource booking

#750119

Added the option to format Report Chart data labels as currency

#748230

There is now a checkbox on the Chart Setup tab which adds currency symbols and thousands separators to the data labels:

Added custom translations to ticket areas

#747364

Added a Parent Project column to Sales Order lines which will show the parent ticket of the associated project

#743280

Added Appointment Type as an option for ticket list criteria

#740201

Added Dynamic Field Value Visibility at Approval Process Level

#739394

Added access control for Notifications

#736656

Added configurable Banners which can be added to the top of a User's chat window

#735498

These banners are configured per chat profile and can be queued to show from certain dates and times.


Visually they appear like so:


Please note this is only for the User chat (via Self Service Portal or Embeddable Chat Widget).


See https://support.haloservicedesk.com/kb?id=2335 for more info on this

Added the ability to translate email templates

#692361

To enable this functionality you must enable the setting "Allow multi-language email templates" in Configuration > Email.

With this enabled you can set individual email templates to be multi-language.


To translate an email, you need to use configure custom email variables. For these, you need to specify a name for the variable and the value for the text. This text can then be translated into any language you have configured in Halo.

These can be configured globally for use on multiple email templates or at individual email template level. The values for these variables can contain $ variables.


These variables can then be used in the email template for both the subject and the body using the following format: <<Variable Name>>

When sending an email, the language of the recipient will be determined from their settings. For users, it will use the language the have selected, otherwise it will fall back to the site-level language setting. For emails to agents, it will use their specified language. If none of those settings are specified, it will use the global language setting.


When sending emails from a ticket, the language of the user will be used, even when sending an email to multiple recipients. The only exceptions are when using actions with the system use of "Email Agent" or "Add note to Parent Ticket", and emails on opportunity tickets will not translate until a user record has been created from the opportunity.


Please note that translations will not yet apply to the following:

  • Bulk emails, such as emailing service subscribers or distribution lists
  • Actions with system uses that email all approvers of a ticket
  • Emails to suppliers

Added the ability to clone knowledge base articles

#688283

Added the article draft fields to ticket templates

#670213

you can now set the article draft fields against this template.

Added Recurring Invoice Approvals

#658495

These act similarly to Quotes Approvals that use the Ticket Approval process. Recurring Invoices that are pending approval or have been rejected will not be available for processing (either via the Ready For Invoicing area or automatic Invoice creation).

Added subscription pricing updates to Microsoft CSP

#653567

In your CSP connection you can now select the subscription pricing option to import via the Integrator and select a marketplace just under that to choose which pricing data you wish to import per connection.


Once this is done, every week the pricing data will be imported and any subscriptions imported after that will have their pricing updated. To stop this, you can clear the marketplace field under the import at any point.


For more info see: https://halo.haloservicedesk.com/kb?id=1189 

Added Tiered Pricing at Item-level

#634981

Tiered Pricing will affect newly added lines on billing entities

Added a Clone button to Recurring Invoices

#607388

Added option to send Owner Notifications when linking Tickets

#378823

You can enable Owner notifications when Tickets are linked in Configuration > Notifications > General Settings:



Please note Owner Notification Functionality must be enabled.

Fixed an issue with loading tickets with followers enabled

Also in 2.176.1 · 2.174.44

#784403

Resolved an issue with creating Invoices/Bills from Sales/Purchase Orders

Also in 2.176.1 · 2.174.44

#784382

Fixed an issue with the lookup cache performance

Also in 2.176.1 · 2.174.43

#784198

Fixed an error in API when receiving stock

Also in 2.176.1 · 2.174.42

#783506

Fixed an issue with websocket method not working for agent chat in some instances

Also in 2.176.1 · 2.174.42

#783005

Fixed a minor issue with $ ITEMPRICE and $ ITEMCOST

Also in 2.176.1 · 2.174.42

#782744

Fixed missing field mapping names in mapping table

Also in 2.176.1 · 2.174.42

#782378

Fixed an issue where the QuickBooks Online Client import screen would close when importing

Also in 2.176.1 · 2.174.42

#782193

Resolved an issue where the Invoice Date for a Sales Order is incorrectly adjusted by the system timezone

Also in 2.176.1 · 2.174.42

#782150

Minor task scheduler improvement

Also in 2.176.1 · 2.174.42

#782122

Fixed an issue with the upgrader

#781633

Resolved an issue where the Sales Order list for "Require Action" is excluding Sales Orders incorrectly

#781274

Fixed an issue with auto loading balancing of Tickets

Also in 2.176.1 · 2.174.32

#780706

Fixed an issue with the DattoRMM Assets field mapping table

Also in 2.176.1 · 2.174.32

#780587

Added forceFullScreen prop to the embeddable chat config

Also in 2.176.1 · 2.174.32

#780568

Fixed a chat error when chatServiceUrl=self

Also in 2.176.1 · 2.174.32

#780422

Fixed an issue with integration webhooks not triggering automations

#780339

Fixed an issue with using the variable $ LINKTOUSERACTION more than once

Also in 2.176.1 · 2.174.41

#780154

Added various missing User fields to field mappings for SQL import integration

Also in 2.176.1 · 2.174.32

#779977

Fixed an issue with the chat transcript

Also in 2.176.1 · 2.174.32

#779953

Fixed an issue with adding rows to asset custom tables

Also in 2.176.1 · 2.174.42

#779905

Fixed an issue with notification email monitoring returning false positives in rare cases

Also in 2.176.1 · 2.174.42

#779810

Fixed a caching issue with charge rate descriptions

Also in 2.176.1 · 2.174.41

#779722

Fixed an issue with some integrations missing a description in their mappings table

Also in 2.176.1 · 2.174.32

#779708

Fixed an issue with the lookup cache

Also in 2.176.1 · 2.174.32

#779667

Resolved an issue where the first row of the imported data is not included in the import

#779614

Fixed issues with language pack translation CSVs

Also in 2.176.1 · 2.174.41

#779587

Resolved an issue with Sales Mailboxes failing to match open opportunities correctly due to the Ticket Type setting to exclude from matching

Also in 2.176.1 · 2.174.41

#779539

Fixed an issue with PDF generation for on-prem customers when upgrading to v2.174

Also in 2.176.1 · 2.174.32

#779516

Improved performance when adding users as ticket followers

Also in 2.176.1 · 2.174.41

#779506

Fixed a visual bug where 2FA settings would appear editable in the UI when Xero is enabled

Also in 2.176.1 · 2.174.41 · 2.162.101

#779375

Fixed an issue with address updates failing to save correctly

Also in 2.176.1 · 2.174.41

#779372

Fixed an issue with approval steps determined by dynamic SQL single select custom field values

Also in 2.176.1 · 2.174.41

#779201

Fixed a rare issue with loading tickets with followers

Also in 2.176.1 · 2.174.41

#779126

Fixed a UI issue

Also in 2.176.1 · 2.174.32

#779093

Fixed an issue ith creating new services within a service category

Also in 2.176.1 · 2.174.32

#779078

Fixed an issue with Resource Type getting cleared when changing Booking Duration

Also in 2.176.1 · 2.174.41

#779065

Fixed a display issue with empty category fields on the new action screen when "Force selection of an end node" is enabled

Also in 2.176.1 · 2.174.41

#778995

Added beta icon to a few high impact new settings

Also in 2.176.1 · 2.174.41

#778978

Fixed issue with navbar buttons not displaying when there are lots of them

#778848

Fixed an issue with duplicate settings at Customer-level

Also in 2.176.1 · 2.174.31

#778825

Fixed an issue with merging and umerging and contract billing issues

Also in 2.176.1 · 2.174.41

#778667

Fixed an issue with AI Insights Summarisation

Also in 2.176.1 · 2.174.41

#778660

Fixed an issue with appointment dates not defaulting correctly when created via a quick action

Also in 2.176.1 · 2.174.41

#778635

Fixed an issue with the 'Keep me Updated' button not showing on the portal against status-tracked services

Also in 2.176.1 · 2.174.41

#778536

Fixed an issue with tickets not being visible on the portal if the customer is allowed all ticket types

Also in 2.176.1 · 2.174.41

#778534

Fixed issue with automation loop detection triggering incorrectly

Also in 2.176.1 · 2.174.41

#778475

Fixed an error when the Halo Integrator updates the last sync result for the Entra ID integration

Also in 2.176.1 · 2.174.41

#778305

Resolved an issue with Formatted Email when the Details data is cut off at the end of the line on the Ticket details

#778298

Fixed an issue where Action dropdowns on Sales Orders would display when lines had no actions

#778128

Fixed an issue with Okta using application filters causing missing data in some cases

Also in 2.176.1 · 2.174.41

#778126

Fixed an issue with Stored Procedures in the Upgrader

#778119

Fixed an issue with saving dynamic list custom fields values with load type "Load only the top 100 rows and filter on the server (>10,000 rows)"

Also in 2.176.1 · 2.174.41

#778095

Resolved an issue with duplicate linking records added when changing the Avalara Code for Customers

Also in 2.176.1 · 2.174.41

#778028

Resolved an issue with tax rules

Also in 2.176.1 · 2.174.41

#778011

Fixed an issue with user selection in 'Create Microsoft Teams Chat' on tickets

Also in 2.176.1 · 2.174.41

#777939

Fixed an issue with users not being able to log in using Entra ID SSO if their linked agent account has been disabled in Halo

Also in 2.176.1 · 2.174.41

#777873

Fixed an issue with configuring Ticket Types to have no tabs shown

Also in 2.176.1 · 2.174.41

#777826

Fixed an issue with the default tab on a ticket type when using custom tab layouts

Also in 2.176.1 · 2.174.41

#777801

Resolved an issue with the Child Tickets/Tasks column showing deleted Tickets/Tasks when the configuration is to soft delete

Also in 2.176.1 · 2.174.31

#777563

Fixed an issue with using dynamic list custom fields with load type "Load only the top 100 rows and filter on the server (>10,000 rows)" as criteria/outcomes

Also in 2.176.1 · 2.174.41

#777449

Fixed issue with OLAs completing incorrectly

Also in 2.176.1 · 2.174.41

#777358

Fixed issue with automatic welcome emails created from incoming emails not populating $ variables

Also in 2.176.1 · 2.174.31

#777341

Resolved an issue with the thousand separator causing issues with price conversion using the Tech Data reseller API

Also in 2.176.1 · 2.174.41 · 2.162.101

#777338

Fixed a language pack issue with home screen dashboard selection

Also in 2.176.1 · 2.174.31

#777317

Fixed an issue with Service Accounts Showing in User Search when logging a new ticket

Also in 2.176.1 · 2.174.41

#777313

Fixed the "Next x Months (exc this month)" reporting period option using the wrong year

Also in 2.176.1 · 2.174.41

#777205

Resolved an issue with Composite Tax rates calculating when the configuration is chosen to calculate per line and not total

Also in 2.176.1 · 2.174.31

#777191

Resolved an issue when changing the Calculated Quantity Type of a Recurring Invoice line fails to clear out the previous Types criteria

#777096

Fixed an issue with approval actions showing an incorrect username

Also in 2.176.1 · 2.174.41

#777083

Fixed an error that could occur when creating assets imported form Prometheus

Also in 2.176.1 · 2.174.31

#776820

Updated audit table on tickets to exclude HTML tags in rich text fields

Also in 2.176.1 · 2.174.41

#776645

Resolved an issue with Ticket Level rounding where the latest action can fail to set the rounding correctly when automation are used for that action

#776450

Fixed an issue with cloning Contracts

Also in 2.176.1 · 2.174.41

#776404

Fixed an issue with setting the status via a rule when doing an action

Also in 2.176.1 · 2.174.41

#776362

Fixed an issue where you could not clear a PowerShell script to not set if one is added to a ticket rule

Also in 2.176.1 · 2.174.31

#776360

Fixed an issue where AI Indexing would fail

Also in 2.176.1 · 2.174.31

#776341

Fixed an issue with Multicurrency recurring invoices not being updated correctly when updating at item level

Also in 2.176.1 · 2.174.31

#776292

Fixed a display issue with the "Are you sure you want to end this chat" and insert Canned Text screens on the chat widget

Also in 2.176.1 · 2.174.24

#776268

Added new events to the Embeddable Chat Widget

Also in 2.176.1 · 2.174.24

#776263

You can now pass an additional property into the Halo Embeddable Chat Widget to hide the Chat Header controls:

hideHeader: true


When the above property is passed in, the chat header, and therefore the controls, are hidden. You will need to implement your own functions to call the end chat Javascript event, and the menu toggle Javascript event:

  • haloChat_inboundEvent_toggleMenu
  • haloChat_inboundEvent_endChat

The enableInboundEvents property must be set to true for the Embeddable Chat Widget in order for these events to be received and processed.

Fixed an issue preventing multiple rules from queuing different PowerShell scripts simultaneously

Also in 2.176.1 · 2.174.31

#776139

Fixed an issue with Signature fields being set to mandatory

#776071

Fixed Appointment Time tickets being logged against the wrong customer when "Allow a Ticket's Client and Site to be different from the End-Users Client and Site" is enabled

Also in 2.176.1 · 2.174.41

#776062

Fixed an issue when using the dollar variables $-CUSTOMERSIGNATURE and $-AGENTSIGNATURE on tickets

Also in 2.176.1 · 2.174.41

#775973

Fixed a minor issue with selecting FAQ lists on the self service portal

Also in 2.176.1 · 2.174.31

#775896

Fixed an issue with Rules that use Dynamic Single Select Fields

Also in 2.176.1 · 2.174.31

#775891

Fixed an issue with processing N-Able N-Sight devices via the Halo DB Integrator

Also in 2.176.1 · 2.174.22 · 2.162.91

#775777

Fixed issue with users being able to view assets not available to them when logging a ticket

Also in 2.176.1 · 2.174.31

#775773

Fixed a floating point error in Quotation Approvals

Also in 2.176.1 · 2.174.31

#775755

Fixed an issue with client restrictions in certain cases

#775723

Minor error message improvements

#775676

Fixed a rare issue where Attachments wouldn't process for Google Mailboxes

Also in 2.176.1 · 2.174.31

#775667

Fixed a minor issue with AI Resolution Finder

Also in 2.176.1 · 2.174.31

#775662

Fixed an issue with the my approvals page occasionally displaying the wrong note

Also in 2.176.1 · 2.174.31

#775652

Fixed billing integrations being disabled when enabling the GoCardless module

Also in 2.176.1 · 2.174.31

#775649

Fixed an issue with selecting values in mult-selects that contain a comma

Also in 2.176.1 · 2.174.31

#775542

Added Auth app logging when authentication emails fail to send.

Also in 2.176.1 · 2.174.31

#775519

Fixed an issue where Purchase Orders couldn't be created from Actions

Also in 2.176.1 · 2.174.31

#775497

Fixed an issue where a New appointment can be sent to the wrong agent's Google calendar

Also in 2.176.1 · 2.174.31

#775473

Fixed issues when no approvers are found for an approval process

Also in 2.176.1 · 2.174.31

#775442

Fixed a minor issue with Zabbix not using field mappings for the default asset type

Also in 2.176.1 · 2.174.31

#775408

Fixed the "Override default name, hint and icon" checkbox not showing when editing portal menu buttons

Also in 2.176.1 · 2.174.31

#775179

Fixed the full auth URL sometimes not showing on the Go Integrator module

Also in 2.176.1 · 2.174.31

#775074

Fixed an issue where you could not create an Agent

Also in 2.176.1 · 2.174.31 · 2.162.101

#774949

Fixed various issues with config tracking and pushing/pulling changes between instances

Also in 2.176.1 · 2.174.31

#774921

Fixed a minor issue with importing tickets through the Azure Sentinel integration using the Halo DB integrator

Also in 2.176.1 · 2.174.31

#774811

Fixed issue causing user CAB approvers to be ignored when starting an approval process

Also in 2.176.1 · 2.174.31

#774727

Minor error message improvement when trying to run disabled runbook

#774573

Fixed a minor issue with $-taxtotal on QuickBooks AST invoice pdf

Also in 2.176.1 · 2.174.31

#774561

Fixed issue with site matching on assets imported form Connectwise Control via the integrator

Also in 2.176.1 · 2.174.31

#774516

Fixed a minor issue with Xero "customer updated" webhooks

Also in 2.176.1 · 2.174.31

#774434

Fixed an issue with integration webhooks not triggering automations

Also in 2.176.1 · 2.174.31

#774352

Fixed an issue with saving roles between User and Asset

Also in 2.176.1 · 2.174.31

#774302

Fixed an issue processing signed attachments on incoming emails via the EWS method

Also in 2.176.1 · 2.174.22 · 2.162.82

#774202

Fixed an error when deleting Fortnox tenants

Also in 2.176.1 · 2.174.31 · 2.162.101

#774082

Fixed an issue with $-DELIVERYADDRESS{X} not displaying on quotation PDFs

Also in 2.176.1 · 2.174.41

#773971

Fixed a minor issue with "Set team to the agents default" when setting a team on the new ticket screen

Also in 2.176.1 · 2.174.31

#773963

Fixed issues when using approval steps that can use multiple cabs, such as Related Asset(s) Technical/Business Owners

Also in 2.176.1 · 2.174.31

#773927

Fixed an issue with the category note not showing

Also in 2.176.1 · 2.174.31

#773799

Fixed an issue where pre-pay auto top-up did not account for uninvoiced or unpaid invoices

Also in 2.176.1 · 2.174.31

#773677

Fixed an issue with loading service in the self-service portal

Also in 2.176.1 · 2.174.31

#773665

Fixed an issue with user phone number validation

Also in 2.176.1 · 2.174.31

#773532

Allowed apostrophes in report columns when NHServerless

Also in 2.176.1 · 2.174.31

#773520

Fixed an issue in the UI when entering credentials for the Jira Service Management integration

Also in 2.176.1 · 2.174.31

#773496

Fixed an issue where attachments set to show on child tickets could wrongly appear on the child ticket's actions

Also in 2.176.1 · 2.174.31

#773280

Fixed rare issues when using an automation to run SQL queries

#773245

Fixed a minor display issue on suppliers screen

Also in 2.176.1 · 2.174.31

#773104

Improved loading of Invoice and Recurring Invoices when using QuickBooks Online

Also in 2.176.1 · 2.174.31

#773085

Fixed an issue where the email fields are not visible on an action despite using a 'to address override' on the action level.

Also in 2.176.1 · 2.174.31 · 2.162.101

#773083

Fixed an issue with closing Tickets en masse

Also in 2.176.1 · 2.174.31

#773071

Fixed an issue with the AI search not indexing news articles correclty

Also in 2.176.1 · 2.174.31

#773005

Fixed a display issue with the $-RELATEDASSETSTABLE variable

Also in 2.176.1 · 2.174.31

#772857

Fixed issue with filtering out external users when using deltas with Microsoft Entra ID

Also in 2.176.1 · 2.174.31

#772856

Fixed an issue with generic Intacct Fieldmappings not working in some cases

Also in 2.176.1 · 2.174.31

#772503

Fixed an issue with the 'Has a value/Does not have a value' criteria rule type on workflow automations

Also in 2.176.1 · 2.174.31

#772498

Fixed an issue with Okta and Azure user deactivation timeouts during Integration sync

Also in 2.176.1 · 2.174.31

#772252

Fixed a rare issue with automatically billing recurring invoices

#772220

Fixed an issue with Avalara deletion not working as intended

Also in 2.176.1 · 2.174.31

#771983

Fixed being unable to add more than 1 Liongard site mapping without refreshing the page

Also in 2.176.1 · 2.174.41

#771962

Fixed an error when processing deltas for Entra ID Groups that contain devices

Also in 2.176.1 · 2.174.31

#771810

Fixed an issue with Consignment involving Item-level Overriding Cost & Price

Also in 2.176.1 · 2.174.31

#771745

Fixed an issue with notification criteria for Pre-Pay Threshold event

Also in 2.176.1 · 2.174.31

#771574

Fixed an issue with setting a ticket to the assigned agent's team

Also in 2.176.1 · 2.174.31

#771354

Fixed an issue with the default filter not being used when splitting ticket tabs into ticket areas

Also in 2.176.1 · 2.174.31

#770791

Added a disconnect button the Avalara Integration

#770503

Resolved an issue where Expiry Dates on Charge Types/Rates were not being enforced in all cases

Also in 2.176.1 · 2.174.31

#770250

Fixed an issue with incoming alert ticket matching.

#770162

Fixed internal quote approval actions showing to the end-user

Also in 2.176.1 · 2.174.31

#770014

Minor improvements to event management functionality

Also in 2.176.1 · 2.174.41

#770007

Resolved an issue with Xero exclusive tax failing to be copied from Recurring Invoices to Invoices on creation

#769900

Resolved an issue where appointments fail to show on the calendar when all Locations are selected when the appointment has an invalid/deleted Location

Also in 2.176.1 · 2.174.31 · 2.162.101

#769560

Fixed an issue with XLS imports via the Halo Integrator not setting multi select values using the third party value correctly

Also in 2.176.1 · 2.174.31

#769196

Updated a label

#769105

Fixed security issue related to agent knowledge base access

Also in 2.176.1 · 2.174.31 · 2.162.101

#768998

Fixed an issue with "Add Budget to Project" action in Sales Orders not displaying as intended

#768979

Fixed an issue with filtering Schedule Occurrence on backend monitoring

#768892

Resolved a tax issue with QBO automatic sales tax and excluding clients from syncing to accounts integration

Also in 2.176.1 · 2.174.41

#768881

Fixed an issue with using multiple horizontal radio fields

Also in 2.176.1 · 2.174.41

#768714

Fixed an issue where the FAQ list field on the portal would not show the values for new articles

Also in 2.176.1 · 2.174.31 · 2.162.101

#768620

Added "Lookup ID" and "Stored in Table" read only fields to Custom field details for reporting purposes

#768038

Resolved partially creating a bill/invoice based on quantity when adjusting for price

Also in 2.176.1 · 2.174.41

#767845

Fixed issue with Entra ID integration checking for permissions incorrectly

Also in 2.176.1 · 2.174.31

#767773

Fixed an issue where a reassign action would not reassign a ticket to the team leader of its new team

#767353

Fixed some issues with Currency conversion not applying correctly on initial creation

Also in 2.176.1 · 2.174.31

#767111

Fixed an issue with users imported from Microsoft Entra ID being made inactive erroneously

Also in 2.176.1 · 2.174.31

#766918

Fixed an issue with pulling ticket type permission config changes from UATs

#766497

Improved robustness of stock by preventing the changing of "don't track stock" as disabling can cause stock mismatches later.

Also in 2.176.1 · 2.174.41

#766450

Fixed an issue syncing date fields with Azure DevOps

Also in 2.176.1 · 2.174.31

#766424

Fixed an issue with milestones filter on projects

Also in 2.176.1 · 2.174.31

#766418

Fixed a UI issue with vertical menus

#766268

Fixed 'test configuration' button validating incorrectly in ALSO/Westcoast Cloud integrations

Also in 2.176.1 · 2.174.41

#765809

Fixed the quote setting "Status to move to after creating a Sales Order" not applying when the status ID is 0

#765702

Improved the performance when using ticket-driven service statuses

#765360

Fixed an issue with importing Recurring Invoice Lines via .xlsx using specific Matching Fields

Also in 2.176.1 · 2.174.31

#765222

Fixed an issue with the calculation of invoice line quantities when generating an invoice from an SO that already has a linked recurring invoice

Also in 2.176.1 · 2.174.31

#764934

Resolved an issue with notifications failing to be created correctly in some cases when using the outgoing service

#764703

Fixed an issue with the site lookup field when setting up site mappings for Datto RMM

Also in 2.176.1 · 2.174.41

#764675

Fixed an issue with editing rows in tables on entities that are config tracked

#763437

Fixed an issue with rounding line adjustments failing to sync to Xero in some cases.

#762591

Fixed an issue with calculated quantities on Recurring Invoices

#762279

Fixed a "Record not found" error when indexing KB articles

Also in 2.176.1 · 2.174.31

#762233

Fixed the "Most recent invoice" column in Recurring Invoice lists not accounting for merged invoices

#762194

Fixed an issue with applying templates to agents with appointments

Also in 2.176.1 · 2.174.31

#761873

Fixed an issue with manually set quote

#761557

Fixed an issue where moving an asset would clear the created from purchase order

#758986

Added a deprecated flag to a field in the N-able N-Central integration

Also in 2.176.1 · 2.174.31

#758342

Fixed an issue with inconsistent tax when values are passed over from quotes in some cases

#758164

Fixed an issue with embedding XML Attachments to Invoice PDFs

Also in 2.176.1 · 2.174.23

#758055

Fixed OLAs not tracking time taken to meet targets

Also in 2.176.1 · 2.174.31

#756415

Fixed an issue with Xero group discounts and rounding

Also in 2.176.1 · 2.174.31

#755780

Fixed a minor issue with top level when importing clients from the N-Able N-Central integration

Also in 2.176.1 · 2.174.41

#755581

Fixed several issues with travel charge rates

Also in 2.176.1 · 2.174.31

#754309
  1. Fixed an issue with bad default descriptions for invoice lines generated from travel lines
  2. Fixed an issue with zero value travel lines being added to invoices in error

Fixed an issue with the 'Not equal to' dynamic field visibility condition

Also in 2.176.1 · 2.174.31

#754099

Fixed quote $-variables not populating on internal approval emails when using ticket approval

Also in 2.176.1 · 2.174.41

#751674

Fixed the Westcoast Cloud and ALSO integrations finding 0 subscriptions to deactivate on the integrator

Also in 2.176.1 · 2.174.32 · 2.162.101

#751127

Fixed an issue importing Subscriptions via Pax8

#750171

Fixed an issue with users not being deactivated through Entra ID / CSP when their site mapping returned no users

Also in 2.176.1 · 2.174.71

#749681

Fixed an issue with the Release fields not grouping correctly in some cases

Also in 2.176.1 · 2.174.31

#746160

Fixed an issue with full text searching with contains table

Also in 2.176.1 · 2.174.31

#745174

Updated method dropdown for PowerShell integration

Also in 2.176.1 · 2.174.31

#742033

Fixed the 2FA setup prompt appearing when impersonating, and when "bypass Halo 2FA if logging in with SSO" is enabled

Also in 2.176.1 · 2.174.41

#741010

Fixed an issue with Exact calls being extremely slow in some instances

Also in 2.176.1 · 2.174.31

#734658

Added a field to display if the linked item is taxable to all billing entity lines

#708517

Fixed several issues with Stock causing bad stock additions and display issues

Also in 2.176.1 · 2.174.31

#686964

Fixed a language pack issue with notifications

Also in 2.176.1 · 2.174.41

#685425

Added custom field types to static field mapping for site mappings in Microsoft CSP

#597431

Fixed an issue with inputting Holidays into a Workday in certain time zones

Also in 2.176.1 · 2.174.41

#543233

Added functionality prompt anonymous chat users to confirm they are still there with an automatic timeout if they fail to response

Also in 2.176.1 · 2.174.42

#782414

Can be enabled at global Chat level.

Added Resource Owner Password Credentials as an authentication option to mailboxes

Also in 2.176.1 · 2.174.41

#779111