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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.179.1

Unreleased

Released on Jan 20, 2025 · 83 updates

Added a setting to Virtual Agent chat steps to redirect the chat flow to a specified step if there is an error with the AI service being used

#791412

Added the option to use event management for processing Zabbix webhooks

#788277

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 the ability to override the default currency symbol on dashboard money widgets and remove the trailing zeroes

#782342

Added the option to use the Microsoft Graph API for listing customers in the Microsoft CSP integration

#776158

A new setting is available on the Tenants tab of the Microsoft CSP integration setup screen allowing you to choose the status of your Tenant relationships. The options are GDAP only or a combination of DAP and GDAP.



When GDAP only is selected, the integration will use the Microsoft Graph API to list customers instead of the Partner Center API. Additional permissions must be added to your configured Azure application for this functionality to work correctly.


Some fields relating to DAP/GDAP on the integration setup screen will also be hidden because they are no longer required.


It is recommended that you switch to this option as soon as all of your tenant relationships in the Partner Center are GDAP.

Added a new database column that stores live chat messages in plain text

#776015

Added AI Report Analysis to the Reporting Suite

#768380

Setting can be enable in Configuration>AI

Added a new setting in Billing > General Settings to display the currency specified for the Quotes/Orders/Invoices by default, instead of using the global currency default

#763890

Added options to determine what to do with Child Tickets when merging a Parent Ticket into another Ticket

#758073

There are five options configurable at Tickets > General settings, under the Merging setting group:

  • Move Child Tickets to the new Parent (Existing behaviour)
  • Close Child Tickets and move to the new Parent
  • Close Child Tickets and leave on old Parent
  • Delete the Child Tickets
  • Ask Every Time

When 'Ask Every Time' is selected, the Agent will be given the other four options each time they wish to merge a Ticket with any Children.


Note: When using "Delete the Child Tickets", they can be restored if the Parent Ticket is Unmerged, however only if Permanent deletion is disabled (Recommended) in Advanced Settings.

Added Trigger type of 'SLA breach' for notifications and a setting to configure the status of a ticket after the SLA has been breached

#754152

Instead of configuring the warning SLA percentage levels to be 100%, there is now a native notification that will trigger once the SLA has been breached.


On the SLA itself, you can now configure the status of the ticket after the SLA has been breached.

Added Dynamic Field Value Visibility for Category fields

#671859

Fixed an issue logging tickets

#799085

Fixed minor spelling mistakes

#798265

Fixed a 404 error after adding a Stripe payment method

#798173

Fixed an issue with closure email reminders when 'Never send email to this user' is enabled

#798027

Fixed an issue with assets when merging users

Also in 2.179.1 · 2.174.71

#797965

Fixed other Purchase Orders not showing on the linked Sales Order line after a different linked Purchase Order has been deleted

#797887

Fixed the ordering of some settings in Configuration > Sales Orders to better highlight dependencies

#797770

Fixed issues with displaying purchase order custom fields in the purchase order side menu details

#797078

Fixed a minor issue with Exact online logging

Also in 2.179.1 · 2.174.71

#797074

Fixed an issue with making sites/users inactive

Also in 2.179.1 · 2.174.71

#797040

Fixed an issue with some Sage Intacct fields not being inherited from Recurring invoices onto invoices in some cases

Also in 2.179.1 · 2.174.71

#796906

Removed a duplicate field from the NinjaOne configuration page

Also in 2.179.1 · 2.174.71

#796542

Fixed an issue with bulk emails

#796423

Fixed an issue with sending emails to subscribers via a service

Also in 2.179.1 · 2.174.71

#796410

Fixed the Workflow field on Ticket Rules not being cleared when the workflow is deleted

Also in 2.179.1 · 2.174.71

#796312

Fixed the "Deactivate Users in Halo when they are not found in Azure" checkbox sometimes missing from the Entra configuration page

#796261

Fixed an issue in certain cases with 'Agent Ticket Details Read Access' at ticket type field level having no default

Also in 2.179.1 · 2.174.71

#796225

Fixed an issue with the variable $-AIGENERATEDSUMMARY

Also in 2.179.1 · 2.174.71

#796120

Fixed an issue with ticket deleting making invoice pdf generation inaccessible in some cases

Also in 2.179.1 · 2.174.71

#796104

Resolved an issue with the User Approver Hint failing to save

#796079

Fixed an issue with Auvik site mappings

#796061

Fixed an issue with Meraki Webhooks logging

Also in 2.179.1 · 2.174.71

#796047

Resolved an issue with Cancelled Pax8 licenses having the name change to "cancelled"

#796032

Fixed an issue where services with many linked assets would not load and timeout

#795989

Fixed a minor UI issue with large usernames and emails on the side menu

Also in 2.179.1 · 2.174.71

#795566

Resolved an issue with incorrect agents showing under a rare condition related to the Co-Managed Agent setting

#795487

Fixed an issue with the column profile setting 'Include Children' when used on a dashboard

Also in 2.179.1 · 2.174.71

#795457

Minor language pack improvements

Also in 2.179.1 · 2.174.71

#795414

Fixed an issue with a migration tool

Also in 2.179.1 · 2.174.71

#795323

Improved invoice deletion auditing to distinguish between bills, credit notes and invoices in the audit table

Also in 2.179.1 · 2.174.71

#795047

Fixed a visual issue with long usernames overflowing kanban cards

Also in 2.179.1 · 2.174.71

#794879

Removed some validation on incoming emails in the Sales Mailbox integration

Also in 2.179.1 · 2.174.71

#794861

Fixed the Date Created and Date Started fields on Mail Campaigns not being displayed in local time

Also in 2.179.1 · 2.174.71

#794750

Fixed an issue where the agent image override was visible when using the 'who' override on the portal

#794730

Fixed an issue with inconsistent results from the Meraki UI imports

Also in 2.179.1 · 2.174.71

#794677

Fixed an issue where 'Create Quotation in Quoter' actions would error when recalculating billing

#794603

Fixed a rare issue where parent tickets could not be closed

Also in 2.179.1 · 2.174.71

#794572

Fixed changes to custom fields sometimes not saving when a ticket rule applies a template without a ticket type set on it

Also in 2.179.1 · 2.174.71

#794488

Fixed an issue where assets from the AWS integration not deactivating in Halo when they no longer exist in AWS

Also in 2.179.1 · 2.174.71

#794165

Fixed being unable to remove Custom Functions from Virtual Agent chat flow steps

Also in 2.179.1 · 2.174.71

#794136

Improved performance when adding Actions to child Tickets en masse

#794110

Resolved a minor issue with creating purchase orders with Ingram Micro reseller enabled

Also in 2.179.1 · 2.174.71

#793613

Fixed an error when loading assets when the N-Able N-Central integration is enabled but no N-Central account exists

Also in 2.179.1 · 2.174.71

#793412

Fixed a display issue with the service cost range on the portal

Also in 2.179.1 · 2.174.71

#793318

Fixed an issue with the ITIL ticket type not changing correctly when applying a template

Also in 2.179.1 · 2.174.71

#793289

Resolved an issue with slow loading custom lists for Users and Sites

Also in 2.179.1 · 2.174.71

#793279

Fixed ticket templates remaining linked to deleted budget types

Also in 2.179.1 · 2.174.71

#793228

Fixed an issue with PandaDoc document uploads for hosted customers

Also in 2.179.1 · 2.174.71

#793212

Improved the checks for stock handling to prevent invalid stock bin issues

Also in 2.179.1 · 2.174.71

#793195

Fixed a minor issue with creating a calendar entry on the action screen

Also in 2.179.1 · 2.174.71

#792997

Fixed $-AREA and $-USERNAME not using the Opportunity contact fields when used within ticket custom fields

#792727

Fixed an issue with marking top level accounts as active/inactive

Also in 2.179.1 · 2.174.71

#792556

Improved error logging around device creation automations

Also in 2.179.1 · 2.174.71

#792465

Fixed a minor display issue with items

Also in 2.179.1 · 2.174.71

#792166

Fixed some reporting period options missing from dashboards on the end-user portal

Also in 2.179.1 · 2.174.71

#791841

Fixed an issue with runbook arrays of non-object types failing to have values when iterating

Also in 2.179.1 · 2.174.71

#791414

Fixed a small visual issue with overflowing text in custom integration runbooks

Also in 2.179.1 · 2.174.71

#790664

Minor auditing improvement

Also in 2.179.1 · 2.174.71

#790020

Fixed a minor issue with syncing sales orders to Avalara

#789880

Fixed an issue with variable search returning incorrect information when selected type is "all"

Also in 2.179.1 · 2.174.71

#788977

Fixed a minor issue with product group accounts code mappings when using multiple QuickBooks Online tenants

Also in 2.179.1 · 2.174.71

#788602

Fixed an issue with unassigning users from assets via the Snipe-IT integration

Also in 2.179.1 · 2.174.71

#788144

Added a setting in Configuration>Sales Orders to determine the default value for "Use this address for Purchase Orders"

#786282

Fixed a minor issue with Tech Data (Europe) catalog pricing

#784400

Resolved an issue with Azure Consumption and Reserved Instance Data failing to be imported correctly

#784297

Fixed an issue with uploading ticket attachments when using "Allowed file extensions"

Also in 2.179.1 · 2.174.71

#784082

Added 'Entities to Sync' option to Datto Commerce

#779988

Added the Date of Birth field as an available field for User column profiles

Also in 2.179.1 · 2.174.71

#778070

Fixed an issue with invoice line price rounding for the MYOB integration

Also in 2.179.1 · 2.174.71

#777622

Fixed a minor UI issue on the custom integration method list page

Also in 2.179.1 · 2.174.71

#777131

Fixed an issue with editing ToDo list groups on ticket templates

Also in 2.179.1 · 2.174.71

#774001

Fixed an issue with pro-rata on new lines on recurring invoices not working as intended in all cases.

Also in 2.179.1 · 2.174.71

#770509

Fixed the client list appearing blank after viewing a contract

#627181