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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.180.1

Unreleased

Released on Jan 24, 2025 · 104 updates

Added the option to restrict service access based on the organisation linked to the portal

#799197

When using multi-tenancy, you can now restrict services and service categories to only show if the portal the user is logged in to is linked to a specific organisation. 

Added the ability to exclude partial word matched from Ticket Rule 'Contains' criteria

#799169

Added a setting to output matched values to a custom field from a "Contains (comma separated value)" Ticket Rule matching criteria on text fields

#797158

For example using the Email Body rule field, you can output which of the values caused the rule to match to any Ticket level text/memo custom field, when using  the "Contains (comma separated value)" matching criteria.

Added ticket list filter criteria for additional Agents

#796478

Added additional fields to Article Drafts

#784396

The following fields are now available on ticket types:

  • Next Review Date (Knowledge Base)
  • Allowed Organisations (Knowledge Base)
  • PDF Template (Knowledge Base)
  • Apply template when linked to a Ticket (Knowledge Base)

Added the ability to set response email templates at the mailbox level when the mailbox is configured to disallow new tickets via email

#784347

Added the option to change the tabs of some more contract system fields using screen layout profiles

#781153

The start date, end date, next call date, labour period, active, and created by fields can now have their visibility configured.

Added the ability to set various fields using URI parameters on the portal new ticket screen

#772186

The fields that can be populated in the way are memo, single select, date, and checkbox custom fields, category 1-4, and the ticket's summary.


  • The summary uses the following format: summary=X, where X is the URI encoded value.
  • Memo and date custom fields use the following format: customfield_Y=Z, where Y is the custom field ID and Z is the URI encoded text / date value.
  • Single select and checkbox custom fields use the following format: customfied_Y=Z, where Y is the custom field ID and Z is the ID of the desired value (for checkboxes this is 1/0 for Yes/No).
  • Category 1-4 use the following format: category_Y=Z, where Y is the category ID (1-4) and Z is the ID of the desired value.

Added HTML classes to table rows when generating Quote/SO/PO/Invoice PDFs

#770584

The following classes have been added for custom styling purposes:


  • grouped-line when the line is part of a group
  • ungrouped-line when the line has no group
  • first-line when the line is the first in its group (or first in a series of ungrouped lines)
  • last-line when the line is the last in its group (or last in a series of ungrouped lines)

Added auditing for KB article creation and key field updates

#768997

Added the ability to re-assign an agent's access control to another agent or role

#767683

This can be found on an agent's access control page:

All access control that is explicitly for the current agent will be re-assigned to the selected agent or role.

Added configurable "Wait Messages" which can be sent on an interval when a User is waiting to connect to a Live Chat Agent

#767220

These messages are configurable per chat profile and can contain HTML and use the $-WAITTIME variable to provide an updated, estimated wait time duration in minutes.

Added the ability to filter tickets by Integration Module ID (integration_module_id), Integration Third Party ID (integration_third_party_id) and Integration Tenant ID (integration_tenant_id) via the /tickets endpoint

#737626

Added the "Within Range (IP Address)" rule type and partial user matching functionality for Halo Asset Discovery integration.

#736671

For further information to the below, please read this article: Halo Asset Discovery (Lansweeper Cloud).


The below setting is added to the Halo Asset Discovery integration.

 


If an exact match for a user isn't found, the system will first attempt a partial match based on the network login, followed by the email address.



For asset type mappings and site rules, "Within Range (IP Address)" is now a rule type.



You can set a range of IP addresses that can be used to determine the asset type or the asset site.


Added the ability to have layers of stock bins and added a stock location view for assets

#722456

When creating or editing a stock bin, you can now choose a stock bin at that location as a parent. This is supported up to having a grandparent stock bin. Additionally, there is now a sequence for stock bins. This is used for ordering stock bins with the same parent in the stock location asset view.


This view will show all sites that are stock locations and their stock bins. All assets within the child locations will be shown when selecting the parent. Only assets that have been serialised as stock will be shown in this view.

Added the option to import Opportunities to the default Customer/Site set in Configuration>Sales>General Settings

#707715

Added the option to show/hide inactive Recurring Invoices when viewing Customers/Sites/Users

#671203

Added the ability to adjust Knowledge Base Article sequencing in the FAQ List configuration menu

#623530

Added "Quote Status Changed" as a notification/runbook trigger

#513911

Added 'Assigned to Me' and 'Assigned to My Teams' options to the 'Action Added by Agent' Notification event

#476875

Added Timezone selector to Agent Resource Bookings

#445503

This option can be enabled in Resource Booking:

Added email priority functionality to incoming and outgoing emails

#199577

For incoming emails, the action that is created will show an exclamation mark indicating that the email was sent with high importance. 


For outgoing emails, there will be a button with an exclamation that can be selected when sending an email action. This will send the email with high importance to the recipient. 


There is a setting at action level labelled 'Mark email as high priority' to have this selected by default. 


This works with all mailbox types.

Fixed a compilation issue

Also in 2.180.1 · 2.174.71

#803714

Fixed an issue with the indentation of the password field on the login screen on v2.178

#803704

Fixed a display issue with the table loader on v2.178

#803561

Fixed a display issue with list checkboxes not being in line with the table content

#803552

Resolved an issue with Invoices created for Prepay hours failing to use the correct Item record for Account and Item references.

Also in 2.180.1 · 2.174.71

#803437

Fixed an issue where the Agent Status Change Reassign Mappings table would not show in some circumstances

#803370

Fixed an issue with not all lookup values being included when exporting custom translations

Also in 2.180.1 · 2.174.71

#803018

Fixed an issue adding attachments to a recurring invoice line

Also in 2.180.1 · 2.174.71

#802880

Fixed an issue with the built in AI Insights automation

Also in 2.180.1 · 2.174.71

#802846

Fixed an issue with Cisco Meraki integrator imports and improved the logging of the integrator run

Also in 2.180.1 · 2.174.71

#802808

Fixed an issue where the owner of an article is not set when using article drafts

Also in 2.180.1 · 2.174.71

#802640

Fixed a display issue with the some incoming emails

#802531

Fixed an issue in certain scenarios with the first tickets 'Summary' field being a slightly different colour in ticket lists

#802022

Fixed an issue with the trial sign up page

#801891

Fixed an issue with Hubspot webhooks not working as intended in all cases

Also in 2.180.1 · 2.174.71

#801742

Minor language pack improvement

#801703

Fixed an issue with the 'Event Management' webhook method via Zabbix

#801619

Fixed an issue with sending out bulk emails from services

Also in 2.180.1 · 2.174.71

#801465

Fixed an issue with the incorrect service category being shown at the end of the list in the service catalogue

Also in 2.180.1 · 2.174.71

#801197

Fixed a setting name in the ALSO integration

#801082

Resolved an issue with "Dont send acknowledgement" setting incorrectly marked during the Autotask Contact/User import

#800987

Fixed an issue with the Search SQL not being replaced correctly for SQL select custom fields

Also in 2.180.1 · 2.174.71

#800973

Fixed an issue with removing report logs

Also in 2.180.1 · 2.174.71

#800820

Resolved an issue with the incorrect Xero tenant applying to Bills in a rare occurrence when not created in the Halo UI

#800752

Resolved an issue with using $ USEREMAILADDRESS2/3 in Ticket fields such as To/CC override

#800741

Fixed an issue with bulk updating asset types timing out

Also in 2.180.1 · 2.174.71

#800656

Fixed a language issue with 'key field 2' and 'key field 3' on purchase orders

Also in 2.180.1 · 2.174.71

#800635

Fixed issue with loading additional services in the self-service portal

Also in 2.180.1 · 2.174.71

#800088

Fixed an issue printing .pdfs

#799917

Fixed an issue with Virima returning null results

Also in 2.180.1 · 2.174.71

#799848

Fixed an issue with floating point errors in Item Stock

#799845

Fixed an issue with syncing bills to Xero when invoice approvals are enabled

Also in 2.180.1 · 2.174.71

#799556

Fixed an issue with ordering by calculated Custom Fields in ticket lists

#799192

Fixed an issue where $-ID / $-FAULTID / $-DEVICEID variables in Dynamic SQL lookup fields in Custom Tables would return incorrect values

#798934

Fixed issue with OLAs not being created when a Ticket Workflows is changed

#798901

Fixed an issue where selected Users wouldn't link to Assets when receiving Stock

#798897

Resolved an issue whereby creating new Action options using the API was not correctly setting a default value for the System Use

#798554

Fixed an issue clearing an agent's default Client/Supplier List when the list is deleted

Also in 2.180.1 · 2.174.71

#798350

Fixed an issue where user search included prospects too

Also in 2.180.1 · 2.174.71

#798319

Fixed an issue with the "Receive Stock" button not working without a stock location selected

Also in 2.180.1 · 2.174.71

#798223

Added a new setting for project labour billing such that it can behave like projects or labour as needed

#798132

Fixed the client name appearing on Purchase Order delivery addresses despite "Deliver to user" being disabled

Also in 2.180.1 · 2.174.71

#797764

Fixed an appointment linking issue when creating scheduled tickets

Also in 2.180.1 · 2.174.71

#797435

Fixed a visual issue when grouping multiple column headers on column profiles

Also in 2.180.1 · 2.174.71

#797381

Resolved an issue with using ACCS payment methods with the Stripe Integration when using an existing Payment Method

#797354

Resolved an issue with using Actions to complete Appointments failing to save the completed status

#797234

Fixed an issue with SQL single select custom fields that use an order by

Also in 2.180.1 · 2.174.71

#797126

Fixed an error when searching for similar tickets using terms containing quotation characters

Also in 2.180.1 · 2.174.71

#796978

Fixed an issue with cloning Assets

Also in 2.180.1 · 2.174.71

#796961

Fixed an issue when cloning a child ticket template would clone the parent template in certain cases

Also in 2.180.1 · 2.174.71

#796386

Fixed the behaviour of the Sales Order Line action buttons

#796177

Minor language pack improvement

Also in 2.180.1 · 2.174.71

#796089

Fixed issue with On Hold widget displaying a different count to the ticket list

#796052

Fixed an issue formatting when importing rich text Custom Fields

#796050

Fixed an issue with the 'Assigned To' field mapping in Azure DevOps

#795850

Fixed an issue with the layout of horizontal radio fields

Also in 2.180.1 · 2.174.71

#795749

Resolved an issue with using Labour tax rates from Items/Products when integrated with Xero and Business Central

#795644

Fixed an issue with avatar initials

#795606

Fixed an issue with mandatory signature fields not validating correctly

Also in 2.180.1 · 2.174.65

#795333

Added the option for Notes/Emails added to child Tickets via System Use Actions to count as an SLA Response

#794756

Fixed an issue preventing custom email templates from being previewed

#794732

Fixed an issue with appointments not displaying location field when marked mandatory

Also in 2.180.1 · 2.174.71

#792451

Fixed an issue where Column Profiles wouldn't include children on Dashboard Widgets

#792091

Fixed an issue with feedback band calculation when feedback comments are mandatory

Also in 2.180.1 · 2.174.71

#792049

Fixed issue where attachments uploaded by users did not default to being visible to users.

Also in 2.180.1 · 2.174.71

#790670

Fixed an issue with Minimum Invoice Total

#788748

Fixed an issue causing recurring appointments to be linked to the wrong ticket ID

Also in 2.180.1 · 2.174.71

#787688

Fixed user lookup appearing behind modal window in service subscribers area

Also in 2.180.1 · 2.174.71

#786942

Added client-specific branding to not-logged-in portal pages when using a client specific portal URL

Also in 2.180.1 · 2.174.71

#784150

Added option to include the opening ticket note in full text search results without having to search all ticket actions.

#783554

Fixed an issue where User emails and phone numbers wouldn't import via IT Glue

Also in 2.180.1 · 2.174.71

#783480

Fixed an issue where quotations sent via an email quotation system action on a ticket could use the wrong quotation template

Also in 2.180.1 · 2.174.71

#783282

Updated screen label on Ticket merge screen

#782704

Fixed Internal Notes failing to load on quotes

Also in 2.180.1 · 2.174.71

#779982

Added the option to always exclude the Sales Order's Customer PO Number from the Invoice Reference field

#779590

Fixed blank emails being sent when an SMS notification is combined with an email notification

Also in 2.180.1 · 2.174.71

#778176

Fixed an issue where Scheduled Tickets wouldn't generate for some months when using 'Day of the month and repeat interval' schedule type

#774663

Fixed an error when generating PDF Templates with an HTML Footer of height 0

#771861

Fixed an issue with using the back button when viewing user settings on the portal

Also in 2.180.1 · 2.174.71

#723850

Resolved an issue with feedback links being stripped when shown on the email preview screen

#683739

Fixed an issue with the 'Team Leader' action agent default setting

Also in 2.180.1 · 2.174.71

#591064

Fixed a display issue with some incoming emails

Also in 2.180.1 · 2.174.71

#802514