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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.184.1

Unreleased

Released on Feb 21, 2025 · 161 updates

Added notification and runbook triggers for Item Created and Item Deleted

#818507

You can now map Multi Select and Nested fields in the Freshdesk migration for Companies and Tickets

#816186

Multiple changes to email threading functionality

#813090
  • A setting has been added to Action configuration so that specific Actions can be excluded from Email Threading
  • Supplier email will now use a separate thread ID to User emails
  • Private actions will be excluded from the User thread

Added search filters to columns on Sales Mailboxes

#813025

Added separate Agent/Role permission for merging tickets

#811970

To make use of permission, you need to enable it in Configuration > Advanced Settings

Added the ability to display a timer showing how long it has been since the End-User's last message on an Agent Live Chat

#810967


Setting can be found in Configuration > Chat

Added Ticket ID and Assigned Agent columns to Sales Orders

#810869

Added additional authentication options to the Microsoft Entra ID, Intune and Office 365 Mail integrations

#809815

It is now possible to use a certificate or a federated credential instead of a client secret when authenticating these integrations. A certificate can be used with both the Authorization Code and Client Credentials authentication methods. A federated credential can only be used with the Client Credentials method.


Certificates


To use a certificate for authentication, you must first upload the certificate into the Certificates area of Halo (Configuration > Advanced Settings). The certificate can then be selected from the drop-down:



The certificate must then be uploaded to your Entra application. This can be done on the Certificates and secrets tab:



Federated Credentials


If using federated credentials, the only configuration step on the Halo side is to select which agent account to use. The subject claim that is added to the identity token for the federated credential will be the GUID of the agent that is chosen.



Once saved, the necessary fields required for the federated credential validation will be displayed on the setup screen where they can be copied.


A federated credential can then be registered against your Entra application on the Certificates and secrets tab. The federated credential scenario must be set to Other Issuer, and the values from the Halo setup screen should be copied into their corresponding fields.




The Resource Owner Password Credentials flow has also been made available for certain customers.

Added 'Time to Target' to ticket Column Profiles

#808402

This column will show the time remaining until the target date is met. 

Added new API properties for modifying asset relationships

#807683

The following API properties can be used to modify specific asset relationships:

  • add_parent_assets
  • add_child_assets
  • add_sibling_assets
  • edit_parent_assets
  • edit_child_assets
  • edit_sibling_assets
  • delete_parent_assets
  • delete_child_assets
  • delete_sibling_assets

Added custom fields to teams

#807429

Added ability to audit the usage of custom buttons

#805642

You can use the reporting module to view the audit logs stored in the 'custombuttonaudit' table.

Added a new email setting to set the 'From' address of standalone email actions to the mailbox of the agent's default team

#803756

Added Custom Fields to Top Levels

#803554

Added a sitting to restrict non administrators from bulk changing the Site/User of Tickets

#802966

Can be restricted in Tickets > General Settings.

Added label display type option to Pie/Doughnut chart types

#802847

Added Customer Areas

#800804

Customer Areas behave in a similar way to Ticket Areas in that a customised, filtered area of your master Customer database, can be created and restricted to certain teams.


Filters can be based off system fields and Customer level custom fields. This trickles down to the Site and Users view lists within the Area.


You can choose which entities (Customers, Sites, Users and Top levels) show within the custom Area.


The default Customers Area can now be hidden.


These areas can also be used to show the Accounts and Prospect lists if you are using Accounts and Prospect management for Opportunities.

You can now Toggle visibility of grandchild tickets on child ticket lists under parent tickets

#798998

Added Supplier Reference field to Purchase Order column profile

#797032

Added a new setting so that the Halo 'Remember Me' checkbox can be used during the Azure Single Sign-On flow

#796305

When this setting is enabled a new temporary cookie is used during login.

Added an option to show any Additional Agents Names in the Additional Agents column in Ticket lists

#793553

This can be enabled in Tickets > General Settings.

Additionally, you can now filter the Additional Agents column.

Added pagination to the /Action endpoint

#793214

The /Action endpoint can now be paginated using query params: paginate, page_no and page_size

Added $-followers variable to tickets

#789802

Added Giacom API V2 option

#777055

Added the ability to configure ticket area restrictions based on agent role

#776815

You can now add ticket area role restrictions.


If no team or role restrictions are set then the ticket area is unrestricted, otherwise, if your team or role is listed in the restrictions, you can see the ticket area.

Added a global setting to customise outgoing email subject length

#767195

A new global setting has been added in Configuration > Email, to allow customisation of the maximum length for outgoing email subjects.

Added a new setting to show category, manufacturer, and attribute filters when searching for products in the Etilize catalog

#762614

This can be enabled in Configuration > Integrations > Etilize:



Once enabled, a category, a manufacturer and multiple attribute filters will appear in the extra filters dropdown:


Added the ability to translate language packs using Azure AI Translator

#756539

To use this functionality, the Azure AI Translator integration must be configured.


Then from the configuration page of any language in your system, you can use the button "AI Translate Untranslated".

Only values that don't currently have a translation in that language will be translated to reduce the cost of using the translator.


Once the translations have been completed, a CSV will be generated to let you review the translations. This can then be imported to update your translations.

Added additional filtering to the LapSafe Bay field based on the LapSafe Asset field when doing a 'Create Swap' action

#755918

Added Object Mapping Profiles at runbook level

#751701

You can now define Object Mapping Profiles at the Runbook level, allowing them to be reused across the runbook and referenced in variables and other mapping profiles. This means you can easily access nested objects and structure data consistently without redefining mappings in each step.


Reference a stored mapping profile using <<obj^collection[map:profileName]>>



Added the setting 'Require Can Edit Advanced Ticket Details to edit/delete Attachments' to ticket settings

#749046

Added the ability to log feedback midway through a chat flow

#748937

Chat profile steps can now use the input type "feedback". This will use the global one-click feedback options and the chat can move to new steps based on the response:


If feedback is logged in this way then feedback will not also be requested at the end of the chat.

Added the Forethought AI integration

#740063

This integration allows you to embed Forethought AI Solve widgets on your Self Service Portal. You may create multiple Widget embeds for different Self Service portals, using an override configured at Organisation level. A default widget to use is configured within Self Service Portal settings.


The embedded widget can be customised using attributes. A detailed list of attributes and how they can be used is found here.

Added the ability to track who made changes to assets using IDs instead of names

#727835

This ID field is positive for changes made by an agent and negative for changes made by a user

Added an 'All Articles' button to Agent Knowledge Base to list all Articles the Agent has access to

#723573

The 'All Articles' button can also allow Agents with edit permissions to bulk edit Tags and FAQ lists of the selected Articles. This functionality must be enabled in the Knowledge Base configuration.

Added the ability for users to log on behalf of users at all customers

#713209

Added the option to turn a Statement of Work into a series of child Tickets using AI

#684741

Two new settings have been added to Configuration>AI to configure the Custom Field and Ticket Type to use:

The Custom Field will be processed by AI and child tickets automatically created

Added the ability to make custom integration API calls via the HaloDBLookupService

#674090

If the application you are trying to reach is not externally accessible, you can now use the HaloDBLookupService to act as a proxy. The API call will be sent to the Lookup Service using signed certificate authentication. Once the authentication is validated by the Lookup Service, it will then forward the APiIcall to your internal application. The response from this call is then returned to your Halo application.


To set up the HaloDBLookupService please consult this guide.

To configure the Custom Integration, set the "API Accessibility" to "Internally accessible only". You will then need to specify the URL the service is running on and the certificate to use for the authentication.


Added the ability to restrict statuses that can be selected at a given workflow step

#667761

When editing a workflow step, statuses that can be selected in actions / in the Quick Status Change drop down can be set. By default, all statuses will be allowed.

Added a setting to allow only admins to update Purchase Order line values after line items are received

#642910

This setting is found on the Purchase order settings page

Added option to link Purchase Orders to linked Projects when created from Sales Order lines For more information on this check out: https://usehalo.com/halopsa/guides/2461/

#578620

The option can be found in Config > Sales Orders as 'Link Purchase Orders created via line actions to the Project on the line'

Added the option to require a reason when deleting Clients/Sites/Users and anonymising Users

#564391

Added 'Group by Pipeline Stage' Kanban view option

#531355

Added the option to set a Global Outbound Email Override

#426389

Added Stripe Processing Fee

#417209

You can adjust the value in the Stripe configuration 


For more information check out our guide: https://usehalo.com/halopsa/guides/1493/

Fixed an issue logging Holiday in some situations

Also in 2.184.1 · 2.174.91

#822144

Resolved two issues with importing Shifts

#822142

1. Microsoft Teams Shift import will no longer give an error when importing a shift where there are appointment clashes

2. Shifts will no longer use the system's default appointment note

Fixed a rare issue with appointment location validation

#821922

Fixed an issue where Supplier support emails would be added to Actions on Tickets with Suppliers

#821153

Fixed an issue with agents being able to update SLA targets without the correct permissions in some scenarios

Also in 2.184.1 · 2.174.91

#821130

Fixed a rare issue where rich text field changes would not save in specific circumstances

#821021

Fixed an issue with user closure confirmation notes

Also in 2.184.1 · 2.174.91

#820969

Fixed a minor issue with syncing customers to MYOB

Also in 2.184.1 · 2.174.91

#820694

Fixed an issue where Quote billing account information wouldn't display correctly

Also in 2.184.1 · 2.174.91

#820627

Fixed the HTML designer being automatically disabled after adding or removing elements

Also in 2.184.1 · 2.174.91

#820559

Fixed an issue with paused OLAs using the wrong completion date

Also in 2.184.1 · 2.174.84

#820499

Resolved an issue with duplicate buttons appearing on the Quote Table and top set of buttons

#820483

Resolved an error with editing/creating appointments throwing an error when Appointment Location is not set as mandatory for the Appointment Type

#820424

Fixed an error when deleting PDF templates for KB articles

Also in 2.184.1 · 2.174.91

#820403

Fixed an issue where users were required to sign in when approving Contracts, despite having 'Require Authentication when Approving/Rejecting Approval Processes' disabled

Also in 2.184.1 · 2.174.91

#820375

Fixed an issue where the 'Phone number field is mandatory for new Users' setting did not work correctly in certain cases

Also in 2.184.1 · 2.174.82

#819809

Fixed a minor issue with the scheduler when only selecting one agent

Also in 2.184.1 · 2.174.91

#819730

Resolved an issue where Recurring Invoice Schedule Dates could incorrectly be rolled back when deleting an Invoice created form automated pro-rata

Also in 2.184.1 · 2.174.91

#819387

Fixed a very rare issue with Purchase Order currency conversion

#819336

Resolved an issue when using Start/End Date field on Projects when the Time field or Timezone field is not in use. The issue presented itself as appearing to remove a day from the date in the web app interface.

#819264

Fixed a caching issue after updating the name of a team

#819162

Fixed an issue exporting reports to Excel on the end-user portal

#818990

Fixed an issue with Tax Breakdown

#818955

Resolved an issue with the Periodic History for Prepay and Fixed Contracts/Agreements showing the Dates incorrectly for periods that are in Daylight Savings

Also in 2.184.1 · 2.174.91

#818564

Fixed an issue with CRM note custom fields showing on billing entities internal notes

Also in 2.184.1 · 2.174.91

#818270

Fixed an issue with printing assets to .pdf in rare situations

#818264

Fixed an issue with the VMWorksapce integration when importing assets using the Halo Integrator

#818178

Fixed a rare issue where Dashboard would error

Also in 2.184.1 · 2.174.91

#818074

Fixed an issue with Chat Wait messages sometimes sending when they shouldn't

#818042

Additionally, fixed an issue where $ WAITTIME for chat could unintentionally say "Unknown".

Added a setting to choose Zabbix authentication type; versions 7.2 and above require the new method

Also in 2.184.1 · 2.174.91

#817907

Fixed an issue that could cause an error when logging template child tickets

Also in 2.184.1 · 2.174.91

#817707

Fixed an issue where sales order line budgets could be added to a project multiple times.

#817525

Fixed an issue with Dynamic Field Visibility for User Custom Fields

#817435

Fixed display issues for Chat Banners

#817338

Fixed an issue where $-INVOICECOMPOSITETAXTOTAL wouldn't populate

Also in 2.184.1 · 2.174.91

#817192

Resolved an issue with the unencoded plus (+) character failing to be passed to the phone number matching for the call screen

#817147

Fixed an issue when viewing agent roles and user roles that contain special characters in column profiles

Also in 2.184.1 · 2.174.91

#817122

Fixed an issue with Hubspot Webhooks failing when trying to update tickets in some cases and not displaying the correct error

#816429

Fixed an issue when saving article drafts when the fields are mandatory

#816289

Fixed an issue with the 'FAQ list' field when submitting new article drafts

#816229

Fixed an issue where StreamOne Stellr Client mappings wouldn't display

Also in 2.184.1 · 2.174.91

#816217

Fixed an issue with using Data Sources with reports

#816205

Fixed an issue with "Agent Holiday Allowance" calculation

Also in 2.184.1 · 2.174.91

#816018

Fixed a minor issue with setting the third-party item ID on invoice lines when syncing to MYOB

Also in 2.184.1 · 2.174.91

#815863

Fixed an issue with ticket rules that set category values when creating child tickets

Also in 2.184.1 · 2.174.91

#815564

Fixed an issue with filtering on archived asset data

Also in 2.184.1 · 2.174.91

#815385

Fixed an issue when importing assets with nested JSON

Also in 2.184.1 · 2.174.91

#815370

Resolved an issue with $ ORIGINALSYMPTOM and $ ORIGINALSYMPTOM2 when applying a template to an existing ticket

#815334

Fixed an issue with custom field names not appearing correctly in asset change history

#815108

Fixed an issue with searching contacts field under Suppliers on Tickets

Also in 2.184.1 · 2.174.91

#815057

Fixed an issue where Credit Notes would display as having an amount due when marked as allocated

Also in 2.184.1 · 2.174.91

#814815

Fixed an issue with 2FA codes not being sent when no outgoing email was configured

Also in 2.184.1 · 2.174.91

#814672

Fixed an issue when mapping the IP location in Halo Asset Discovery

Also in 2.184.1 · 2.174.91

#814658

Minor language pack improvement

Also in 2.184.1 · 2.174.91

#814348

Fixed an error loading Halo Integrator logs

#814283

Fixed an issue where the Stripe Pay button would appear when there were pending payments associated with the invoice

Also in 2.184.1 · 2.174.91

#814192

Fixed a minor issue with embedding the portal into Microsoft Teams

Also in 2.184.1 · 2.174.91

#814088

Resolved an issue with the Ticket Type setting for showing the Attachment option on the New Ticket screen following the incorrect behaviour

#813385

Minor change to the description used for the functionality of SQL Recurring Invoice Quantities

#813345

Resolved an issue with the Net Amount and Tax showing incorrectly in the database for Recurring Invoice lines that are linked to Device/User/License changes when using the option for "Include Changes..." or "Exclude Changes..."

#813339

Added an advanced setting to allow the agent application to accept browser suggestions for field values.

#813316

Fixed an issue with logs associated with the AI setting 'Enable AI insights'

#813300

Added a label to the ALSO integration page to clarify the setup process

#813098

Fixed an issue with Multiselect Ticket Filtering

Also in 2.184.1 · 2.174.91

#812941

Fixed a minor issue with an outbound webhook authorization header

Also in 2.184.1 · 2.174.91

#812439

Fixed QuickBooks Online payment reversals not updating invoice fields

Also in 2.184.1 · 2.174.91

#812426

Fixed an issue with Ticket and Action Reviewing in some situations

#812300

Minor performance improvement to refreshing the To-Do pane count

#812079

Resolved an issue where Invoices emailed in bulk or created and emailed in bulk can be marked as sent when they are queued to be sent

#812032

Improved the hint on the Minimum PO Cost to require approval Field

#811893

Fixed a minor issue with syncing items to MYOB when the description is greater than 255 characters

Also in 2.184.1 · 2.174.91

#811639

Fixed and issue where cloned appointments would inherit the collection ID from the original appointment.

Also in 2.184.1 · 2.174.91

#811593

Fixed an issue with importing ALSO subscriptions through the UI

#811519

Fixed an issue with different Invoice identifiers displaying on Tickets and billing Entities in some situations

#811302

Fixed an issue with changing Asset Site in some situations

#811300

Resolved an issue with Pro-rata failing to be created for Recurring Invoices lines linked to Licence/Subscription Quantity when using the "All" option instead of choosing a specific Licence

#811183

Fixed an issue with the new Project labour billing setting

#811121

Improved Agent error logging

#810797

Fixed an issue with clearing default field values on ticket types

Also in 2.184.1 · 2.174.91

#810717

Fixed a formatting issue with ServiceNow import

#809510

Fixed customer names appearing blank in the integrator logs for some integrations

Also in 2.184.1 · 2.174.91

#808314

Fixed an error when creating Holidays

Also in 2.184.1 · 2.174.91

#808019

Added a hint to the "Do not adjust start/end date/time based on the changes made to the other fields" Configuration Setting

#807738

Fixed multiple issues with Recurring Invoice Approvals

#807543

Fixed a rare issue where Sales Mailboxes wouldn't send emails

Also in 2.184.1 · 2.174.91

#807288

Minor language pack improvement

Also in 2.184.1 · 2.174.91

#807182

Minor change so that the SLA Auto Release setting shows on the Action configuration independent of SLA setting on the Action

#807135

Updated CSP Licence Key retrieval method to use Amazon S3

#806875

Fixed an issue with moving to the last step of a workflow on ticket closure

Also in 2.184.1 · 2.174.84

#806678

Fixed an issue with editing chart series values on reports

Also in 2.184.1 · 2.174.91

#806593

Added an option to set the QuickBooks Online minor version to be used when syncing

#804820

Fixed a minor UI issue with datetime fields

Also in 2.184.1 · 2.174.91

#804760

Fixed an issue with filtering mappings on '+' in Microsoft Entra ID

Also in 2.184.1 · 2.174.91

#804540

Fixed an issue where the FAQ List field would erroneously display on new tickets in the Self-Service Portal

#804299

Fixed appointments not being deleted in Exchange / Google Calendars when deleting Contract Schedule Plan records

#804109

Fixed an issue with CRM notes button visibility on invoices

Also in 2.184.1 · 2.174.91

#803913

Fixed an issue with using the Exchange organizer appointment override and webhooks causing inconsistent deletion/recreation in some cases

#802590

Fixed an issue where Target hours would calculate incorrect when multiple holidays were on the same day

#802439

Fixed an issue where multiple non-stock tracked items on POs that should be delivered straight to users would not consign.

#801852

Fixed a rare error processing particular incoming emails

Also in 2.184.1 · 2.174.91

#800652

Added custom field default value validation

#800497

Fixed an issue with the 'Actions cannot be invoiced until Timesheets are approved' setting.

Also in 2.184.1 · 2.174.91

#799358

Fixed an issue with the N-Sight integration where sites could be created incorrectly in some scenarios

Also in 2.184.1 · 2.174.91

#798821

Fixed a minor issue with contract level pre-pay auto top-up

Also in 2.184.1 · 2.174.91

#797378

Fixed an issue with project ticket templates cloning not including milestones

Also in 2.184.1 · 2.174.91

#796372

Fixed an issue with changing the agent of a ticket with an automatic/primary appointment

#796171

Fixed an issue where the Halo integrator failed to import Google Calendar appointments that do not have an organizer

Also in 2.184.1 · 2.174.91

#793760

Improved performance of widget refresh on dashboards

#784583

Fixed issue with Active Directory, Google Workspace, and Okta integrations not removing departments from users when updated in the third party

#751841

Fixed an issue with the Ticket-level Delivery and Billing Address fields in some situations

#738645

Added OAuth 2.0 Authentication method to the Pax8 Integration

#720048

The option to switch to the OAuth 2.0 authentication method can be enabled by selecting 'Use the HaloPSA app (recommended)' as the authentication type on the Pax8 integration page




A popup will display, where you will need to enter your email and password to authenticate:


Fixed issues when adding Ticket Types for AI embedding events

#707799

Added validation for code view being open on a rich editor when saving

#589961

Fixed an issue with scheduled tickets still creating on holidays

#557725

Fixed an issue where the setting "When adding an Appointment from an Action use the Project Start and Target Date as the Start and End Date" would act on non-Project ticket types

#494437

Fixed issue with aparea not being set by default.

Also in 2.184.1 · 2.174.91

#810995