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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.178.1

Unreleased

Released on Jan 10, 2025 · 157 updates

★ Highlight

Added the option to use federated credentials in Halo API applications with the password grant

#703638

A credential type option is now available for the password grant. 



Using Federated Credentials allows you to establish a trust relationship between an external identity provider and the Halo API, thus allowing an identity token from the identity provider to be used instead of a static password for the token exchange.


 


When adding a credential, an audience, issuer and subject identifier must be provided to allow the Halo authentication server to correctly validate the identity token.



The subject identifier must also be populated on the details tab of the agent/user you wish to sign in as. The username used in the token request is the username of the agent/user as before. The password property is the only change to the request; it must be replaced by the identity token from the identity provider instead of the agent's/user's password.

Added a Chat setting so that an Agent can only join a waiting Live Chat when they are the Assigned Agent of the linked Ticket

#787861

Only applicable when using the setting to Join new Live Chats through a Ticket.

Added settings to set the category fields of a Ticket linked to a chat when the chat is marked as auto abandoned

#786948

Added a setting to determine whether system emails are threaded when email threading is enabled

#784004

Added a setting to log changes to Agent Status

#782127

This can be enabled in Advanced Settings

Added a setting to allow manual changes of Agent status to re-assign their Tickets based on Status change mappings

#780423

This setting is located in Tickets > General

Added an 'Abandoned' status to live chats where an anonymous user has had their chat closed due to inactivity

#779980

Added setting for Self Service Portal language selection placement

#779965

Added setting to show organisation website on Self-Service Portal footer

#779958

Added ticket view feed to the Agent details Activity tab

#778980

Added the option to use event management for processing Splunk webhooks

#778241

This can be configured by changing the "Webhook Processing Type" in the integration configuration.

The webhooks need to be posted to /notify for both processing types.

Added a Dismiss button to the AI Suggestions table on tickets

#774464

Added the option to restrict which articles can be indexed for AI Search based on their FAQ List

#771182

"Restrict which articles can be indexed based on their FAQ List" must first be enabled in Configuration -> AI.

This then adds an "Allow articles to be indexed" checkbox to FAQ Lists.


Articles will only be indexed if contained directly within any FAQ List with indexing enabled.

Added the option to set a cut-off date when syncing changes between instances

#766544

Added the setting 'Licence Type' at Agent Site Mapping level in the Microsoft Entra ID integration

#766402

Added a new Email Template used when sending Credit Notes

#764036

Added ticket details to the available fields in Query Builder

#763603

Added an option on custom Navigation Menu buttons for the link to open in a new tab

#754844

Added an agent permission to allow for setting web announcements

#746426

Added the variable $-CHATTRANSCRIPT for tickets

#743049

This is only able to be used when logging a ticket from a chat

Added a new variable $-APPROVERAGENTQUOTESIGNATURE to display the signature of the agent who internally approved the quote

#736306

This currently only works for simple quote approvals and not ticket approvals.

Added an option to the Rhipe integration to deactivate licences when they are deleted in Rhipe

#735443

This will only work when importing via the Halo Integrator

You can now add custom fields for purchase orders to the field groups on the order details sidebar

#735009

For Purchase Order custom fields, there is a new option for the tabs field that is the 'Purchase Order Details' 



If selected, this will pop up another field which is the details tab group, which will allow you to specify which group within the details you wish to add the custom field to. For example below a PO custom field has been added to the Address field group 



Added an 'issues logged' tab to releases

#692285

Added the option to use encrypted SAML assertions

#606728

Added option to specify a subscriber type when setting up subscribers to a service

#517603

All subscribers will be able to monitor and raise incidents with a service. Stakeholder subscribers will receive bulk emails/SMS updates when they are sent. Standard users will not receive the bulk email/SMS updates. 


The default subscriber will be a stakeholder subscriber.

Added a search bar to the dashboards area

#474069

Added the option 'Tags' as a filter for articles on the Self Service Portal

#306912

Fixed an issue with upgrading to 2.174 causing SOs to be inaccessible without additional editing

Also in 2.178.1 · 2.174.52

#793622

Fixed an issue with editing custom email variables

#792559

Fixed an issue with bulk checkbox select dropdown

#792544

fixed an issue with mapping the last sync date for assets imported from Google Workspace

Also in 2.178.1 · 2.174.61

#792378

Fixed issue with manager approvals not working correctly when no manager found

Also in 2.178.1 · 2.174.61

#792100

Fixed an issue where all EntraID tenants carry out user deactivation during an Integrator sync, when not all tenants have user deactivation enabled

Also in 2.178.1 · 2.174.61

#791928

Fixed an issue with converting site and user phone numbers when enabling numeric phone number searching

Also in 2.178.1 · 2.174.61

#791364

Fixed an error when saving actions from the end-user portal when the user doesn't have access to the Ticket Type

Also in 2.178.1 · 2.174.61

#791103

Fixed an issue with editing the configuration for the additional fields tab

Also in 2.178.1 · 2.174.61

#791080

Fixed an issue with custom translations not exporting to CSV correctly

Also in 2.178.1 · 2.174.61

#790589

Fixed an error when importing appointments on the integrator

Also in 2.178.1 · 2.174.61

#790036

Resolved an issue with the filter in the Invoice list main view incorrectly including Invoices from the next day

#789992

Resolved an issue with the Date/Time that is logged for Quickbooks Online payment webhooks

#789970

Fixed issue with multi-select fields reloading incorrectly

Also in 2.178.1 · 2.174.61

#789837

Fixed a visibility issue with the approval delegation settings tab in the user self service portal

Also in 2.178.1 · 2.174.61

#789829

Fixed the timer starting for new actions despite the timer being disabled at action level

Also in 2.178.1 · 2.174.61

#789727

Resolved an issue with using the Next Activity Date as a filter on a Ticket list when using Follow Up Date as well as appointment Start Date

#789709

Resolved an issue with orphaned or incorrectly formatted Notification Condition records causing an error to be thrown

#789679

Resolved an error that was given when a POST is made to the actions endpoint using returnall=true as a URL parameter

#789678

Removed extra data from the Fieldinfo response when a User account is using a form with a Custom Field

#789676

Fixed an issue with Mail Campaign emails scheduled > 10 days in advance not sending

Also in 2.178.1 · 2.174.61

#789628

Fixed invoice payment dates sometimes displaying incorrectly in certain timezones

Also in 2.178.1 · 2.174.61

#789333

Fixed an issue with response action

Also in 2.178.1 · 2.174.61

#789273

Resolved an issue with importing Warranty Data from NinjaOne

#789152

Fixed a display issue when generating Ticket PDFs via actions

Also in 2.178.1 · 2.174.61

#788311

Fixed an issue with using round robin when processing incoming mail via the DB integrator

Also in 2.178.1 · 2.174.61

#788291

Fixed an issue with displaying emojis

Also in 2.178.1 · 2.174.61

#788282

Fixed an issue with do not sync address for N-central not working on manual imports as intended

Also in 2.178.1 · 2.174.61

#788111

Fixed an issue with Invoice Payments

Also in 2.178.1 · 2.174.61

#787934

Added Address Type to the lookup codes page

#787822

Improved Exact online error handling and prevented some minor issues where Exact would

Also in 2.178.1 · 2.174.61

#787703

Improved performance of the Google Workspace asset import

Also in 2.178.1 · 2.174.61

#787595

Resolved an issue with Meraki Alerts failing to correctly match Halo Devices when using the matching option "Device Serial Number (Meraki) to Asset ID (Halo)"

Also in 2.178.1 · 2.174.61

#787475

Fixed an issue when creating new prospects with an existing site

Also in 2.178.1 · 2.174.61

#787473

Fixed an issue when editing appointments created from contract schedules

Also in 2.178.1 · 2.174.61

#787330

Fixed a visual issue with the field "Default Contract for new Tickets"

Also in 2.178.1 · 2.174.61

#787198

Minor language pack improvement

Also in 2.178.1 · 2.174.61

#787066

Resolved an issue with Purchase Order tax incorrectly calculated by making rounding changes at unit level instead of line level

Also in 2.178.1 · 2.174.61

#787050

Fixed an issue with invoice quantity displaying an icon in error

#786788

Fixed issue with users imported using deltas from Entra ID being deactivated incorrectly

Also in 2.178.1 · 2.174.61

#786759

Fixed ticket templates remaining linked to deleted child templates

Also in 2.178.1 · 2.174.61

#786745

Fixed an issue with some fields not displaying when using the $-CHILDTICKETSTABLE variable

Also in 2.178.1 · 2.174.61

#786566

Fixed category dropdowns not grouping correctly when using category translations

Also in 2.178.1 · 2.174.61

#786562

Minor language pack improvement

Also in 2.178.1 · 2.174.61

#786305

Fixed an issue where the Agent default Asset list wouldn't override the global default

Also in 2.178.1 · 2.174.61

#786302

Fixed a minor issue syncing PO's to Ingram Micro Reseller

Also in 2.178.1 · 2.174.61

#786217

Fixed an issue where Milestones wouldn't be added to Ticket templates when using the 'Save as a new Template' action

Also in 2.178.1 · 2.174.61

#786110

Fixed an issue where Okta groups with special characters could prevent importing

Also in 2.178.1 · 2.174.61

#786097

Improved the setting label for agent collision detection

Also in 2.178.1 · 2.174.61

#786064

Resolved an issue where non-admin agents could not view Bills that have no client associated. Also added Supplier Name to the Bill list

#785932

Fixed an issue where Item Tax names would appear in group rows on Quotes

Also in 2.178.1 · 2.174.61

#785923

Improved the Knowledge Base article links in config in preparation for them being made available

Also in 2.178.1 · 2.174.61

#785906

Improved file upload oversize error

#785802

Fixed an issue with approval processes sending to only one manager with 'The Head of the Users Default Department' approval type

Also in 2.178.1 · 2.174.61

#785786

Fixed an issue with using SQL single select custom fields to determine approvers

Also in 2.178.1 · 2.174.61

#785784

Fixed an issue with $-customersignature

#785602

Added $-ASSETTAG variable to Invoice Lines

Also in 2.178.1 · 2.174.61

#785184

Removed duplicate ExternalLink records for MYOB items

#784873

Fixed a minor issue with "Don't use agreement hours" on billing plan combinations

Also in 2.178.1 · 2.174.61

#784803

Fixed an issue with To-Do menu defaulting to 'Appointment' instead of 'Task'

#784700

Fixed an issue with setting dynamic lookups from a lookup mapping using an ID value

Also in 2.178.1 · 2.174.61

#784577

Fixed an issue with $-TAXBREAKDOWN

Also in 2.178.1 · 2.174.61

#784557

Fixed a minor issue with tax description on invoice PDFs

Also in 2.178.1 · 2.174.61

#784523

Fixed payment webhooks from QuickBooks Online failing to find a customer when using sub-customer mappings

Also in 2.178.1 · 2.174.61

#784484

Fixed an error when creating AI Suggestions when "The following field(s) must match" is not set

Also in 2.178.1 · 2.174.61

#784322

Fixed issue with loading the users of an asset

Also in 2.178.1 · 2.174.61

#784294

Fixed an issue with approvals on the portal that use system fields

Also in 2.178.1 · 2.174.61

#784254

Fixed an issue where ConnectWise Control assets against companies with apostrophes wouldn't import

Also in 2.178.1 · 2.174.61

#783774

Added the option to configure a remote URL in the Datto RMM integration

#783672

The new setting can be found in Configuration > Integrations > Datto RMM > Assets.


Fixed a time zone issue with next appointment date on ticket views

Also in 2.178.1 · 2.174.61

#783532

Fixed the "Software Licencing Access Level" and "Can Create Canned Text" permissions not always saving when changed

Also in 2.178.1 · 2.174.61

#783283

Fixed an issue with Sales Order Invoiced Percentage when partially Invoicing the Sales Order

Also in 2.178.1 · 2.174.61

#783237

Fixed a visual issue with statuses in Ingram Micro Reseller integration

Also in 2.178.1 · 2.174.61

#783207

Fixed an issue with anonymising users' phone fields

Also in 2.178.1 · 2.174.61

#783198

Resolved an issue with Reviewed list when creating recurring invoices

Also in 2.178.1 · 2.174.61

#783019

Resolved an issue with Sales Order Price/Cost failing to store more than 2 decimal places

Also in 2.178.1 · 2.174.61

#782986

Fixed a visual issue where the Start Date on Charge Rates would show the incorrect day in certain timezones

Also in 2.178.1 · 2.174.61

#782854

Fixed an issue with Recurring Invoice Calculated Quantities Criteria

Also in 2.178.1 · 2.174.61

#782831

Fixed an issue where Item configuration fields would refresh when idling in Edit mode

Also in 2.178.1 · 2.174.61

#782802

Fixed PagerDuty webhooks sometimes creating tickets against the wrong user at the matched site

Also in 2.178.1 · 2.174.61

#782756

Fixed an issue with responses not being logged on tickets

Also in 2.178.1 · 2.174.61

#782506

Fixed an issue where Account Manager emails wouldn't display on email previews

Also in 2.178.1 · 2.174.61

#782237

Fixed an issue where Asset reservations on Sales Orders wouldn't clear when the reservation amount was reduced

Also in 2.178.1 · 2.174.61

#782175

Fixed an issue with Tax rounding

Also in 2.178.1 · 2.174.61

#781965

Fixed an issue importing Sites from N-able N-Sight

Also in 2.178.1 · 2.174.61

#781762

Fixed recurring invoices failing to generate automatically when using "Weeks ahead to create periodic invoices"

Also in 2.178.1 · 2.174.61

#781740

Fixed an issue when updating custom table records using runbooks

Also in 2.178.1 · 2.174.61

#781200

Fixed some items failing to load when using the MYOB integration

Also in 2.178.1 · 2.174.61

#781044

Fixed consignments showing sales order link when no sales order is linked

Also in 2.178.1 · 2.174.61

#780830

Fixed an issue with Embedding Tickets

Also in 2.178.1 · 2.174.61

#780674

Fixed an issue with Field Value Restrictions in rare situations

Also in 2.178.1 · 2.174.61

#780663

Minor language pack fix

Also in 2.178.1 · 2.174.61

#780638

Improved performance when managing tags

#780586

Fixed issue with AI insights not working when using GPT-4o

Also in 2.178.1 · 2.174.61

#780510

Fixed client and site sometimes not being set correctly when "Allow a Ticket's Client and Site to be different from the End-Users Client and Site" is enabled

Also in 2.178.1 · 2.174.61

#780415

Fixed an issue with mapping values to the title field and date fields in Azure DevOps

Also in 2.178.1 · 2.174.61

#780408

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

Also in 2.178.1 · 2.174.61

#780325

Fixed an issue with User merging

Also in 2.178.1 · 2.174.61

#780080

Updated the NinjaOne integration logo

Also in 2.178.1 · 2.174.61

#780039

Resolved a minor permissions issue with adding Ingram Micro Reseller quotes to Halo quotes

Also in 2.178.1 · 2.174.61

#779992

Fixed an issue where activity feeds could include activity for the wrong customer

Also in 2.178.1 · 2.174.61

#779896

Fixed an issue with saving dashboards without a name

Also in 2.178.1 · 2.174.61

#779892

Resolved an issue with editing existing MYOB customer mappings

Also in 2.178.1 · 2.174.61

#779141

Fixed a rare issue where error messages would not display correctly

Also in 2.178.1 · 2.174.61

#779128

Improved error message when importing translations via CSV

Also in 2.178.1 · 2.174.61

#779028

Fixed an issue with the delegate user selection on the self-service portal settings trying to show all users

Also in 2.178.1 · 2.174.61

#778813

Fixed an issue with DattoRMM Email Rules not correctly assigning an Asset

Also in 2.178.1 · 2.174.61

#778472

Fixed a rare issue where calendar appointments may not sync to Exchange when appointments are made for other agents, and the agent's Exchange token has expired.

Also in 2.178.1 · 2.174.61

#778300

Fixed an issue where fields with Dynamic Field Value Visibility conditions based on the field itself wouldn't update Ticket fields

Also in 2.178.1 · 2.174.61

#777929

Added option to apply Budgets to related Project or Project being created when creating Projects from line actions

Also in 2.178.1 · 2.174.61

#777282

Fixed an issue where accessible Ticket Type Groups wouldn't take the highest level permissions

Also in 2.178.1 · 2.174.61

#776490

Resolved a minor issue with multicurrency for automatic item recurring price updates

#776294

Fixed an issue with the Sales Order field "Customer PO Number" not correctly populating on a related Invoice

Also in 2.178.1 · 2.174.61

#774201

Resolved an issue where User's licenses are not removed by the CSP/Entra ID integration when the User is removed/deleted from Entra ID. This will work for the Delta method only.

#772530

Fixed an issue with maximum priority escalation

#772237

Fixed an issue with users not clearing when switching to SQL query on scheduled tickets

Also in 2.178.1 · 2.174.61

#768900

Fixed and issue where Project Appointments would show unintentionally in the Calendar

Also in 2.178.1 · 2.174.61

#768233

Added *Default* to 'Sales Order Status after it is invoiced' Sales Order configuration field

Also in 2.178.1 · 2.174.61

#768167

Added configuration ID to the integrator logs for debugging

#767095

Fixed an issue with calendar integration deletions not auditing correctly in some cases

Also in 2.178.1 · 2.174.61

#766977

Fixed an issue where Users couldn't subscribe to Services in some cases

Also in 2.178.1 · 2.174.61

#759114

Fixed an issue with invoicing actions when using budget charge rate

Also in 2.178.1 · 2.174.61

#759094

Fixed an issue with SMS quick actions

Also in 2.178.1 · 2.174.61

#751769

Fixed a formatting issue with printing to .pdf

Also in 2.178.1 · 2.174.61

#746767

Fixed an issue with cloning Appointments that clash with the Agent's existing Appointments

Also in 2.178.1 · 2.174.61

#745117

Fixed an issue with related tickets showing in Ticket Details when 'Allow many-to-many related Ticket relationships' setting is on

Also in 2.178.1 · 2.174.61

#743753

Resolved a minor issue with Xero webhooks matching on description

Also in 2.178.1 · 2.174.61

#714887

Fixed an issue where budget type sales order lines can be added to a linked project more than once

#702097

Fixed a minor issue with quote sequencing

Also in 2.178.1 · 2.174.61

#579148