New: the Halo × Pennylane integration by Halentra is live. Take a look
Halentra
Home/Solutions/Halo/Release notes
Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.184.21

Unreleased

Released on Mar 7, 2025 · 109 updates

Added a client-level invoice due date type of 'equal to invoice date'.

#706935

Fixed an issue with the agents field not loading on actions and tickets

Also in 2.184.21 · 2.174.93

#831821

Fixed an issue generating invoice PDFs

#831805

Fixed a visual issue in some cases with action field dropdowns overlapping other elements

#831673

Fixed "a tab must be selected" error when attempting to create CRM Note Custom Fields

#831651

Minor UI display improvement for long ticket subjects

#831574

Fixed an issue with coinfig commits for column profiles not syncing between instances

#831556

Fixed a display issue with the new action screen in a modal window

#831541

Resolved an issue with the Feedback API endpoint that mean Agent API Applications could not override the IP Address when logging feedback

#831190

Fixed an issue with editing notifications from an agent's own details page closing the agent details

#830870

Fixed Quote Updated events sometimes not triggering

#830679

Minor 2025 UI enhancements

#830576

Fixed issue with 'Team' criteria not working with dynamic field values on Ticket Types

#830538

Fixed an issue with using the setting "Use assets to determine related services" not working when related services are inherited from the asset type

#830509

Fixed a minor issue with incoming emails via EWS with no body content

Also in 2.184.21 · 2.174.101

#830328

Fixed an issue with the primary asset not appearing first on ticket dashboard asset widgets

#830121

Fixed a minor issue with the holidays table in workday config

Also in 2.184.21 · 2.174.101

#829997

Fixed an error when loading items linked to deleted categories

Also in 2.184.21 · 2.174.101

#829869

Fixed being unable to delete appointments in Halo when they have already been deleted in Exchange

#829831

Fixed an issue with the Dynatrace manual import not working correctly

Also in 2.184.21 · 2.174.101

#829711

Fixed issue with default access control on lists, column profiles, and filter profiles

#829680

Fixed users being removed from the ticket's CC list when they email in

#829282

Fixed an issue with embedding the chat in dark mode not adjusting the colour of some text

#829087

Fixed an issue with the new project labour line merging on budget type setting not working as intended in all cases

#829013

Fixed an issue with milestones when using "save as new template"

#828977

Added new language pack translation for the contacts tab in the Supplier area

#828974

Fixed the action details table using the wrong timezone when using the Reply button

#828645

Fixed a very rare issue with Incoming Email matching

#828337

Customer's whose main Email communications language is not English and is encountering issues with the setting "Treat Forwarded Emails from Agents as End-User Emails" should set this setting (in Configuration>Email>Incoming Email) accordingly:


Fixed a minor issue with syncing purchase orders to Ingram Micro Reseller via Quote To Order

Also in 2.184.21 · 2.174.101

#828225

Improved hint on asset general settings

#828029

Fixed Snipe IT devices failing to match the mapped customer and importing to the default Site

Also in 2.184.21 · 2.174.101

#827933

Fixed the Entra named licence roles not being updated when a role is renamed

Also in 2.184.21 · 2.174.101

#827717

Added a warning when "Allow every User to access every Ticket with this Ticket Type" is enabled

#827606

Fixed an issue with 504 errors when bulk changing Category

#827530

Resolved an issue with non-custom fields failing to load on the correct tab of a ticket on the self-service portal

#827522

Resolved an issue with the Team/Agent setting for "Exclude from Resource Booking" failing to be inherited by Role assignment

#827451

Fixed issues with the guide pages not loading when clicking the guide links next to settings

Also in 2.184.21 · 2.174.101

#827044

Fixed cloned agents being linked to the original agent's Exchange account

Also in 2.184.21 · 2.174.101

#827023

Resolved an issue with the Status of a Ticket failing to update after a Supplier or User email when Quick Status change is disabled

Also in 2.184.21 · 2.174.101

#826992

Fixed invoice IDs not showing in the portal when "unique ID per document type" is enabled, and fixed Datagate PDFs not opening

Also in 2.184.21 · 2.174.101

#826947

Fixed an issue with Automated Tickets of type Asset creating unintentionally

#826900

Resolved an issue with adding Sales Order lines to new Recurring Invoices failing to show the Invoice creation screen

#826817

Minor performance enhancements to tickets and actions using a lot of custom fields

Also in 2.184.21 · 2.174.101

#826323

Fixed a rare issue where system actions would show as being done by an agent

Also in 2.184.21 · 2.174.101

#826168

Fixed an issue with the 2-way Ticket-Action review syncing

#826131

Fixed an issue with ticket rules using incorrect workflows when workflows are deleted

Also in 2.184.21 · 2.174.101

#826073

Fixed an issue with the Microsoft Entra user sync in the Halo Integrator

Also in 2.184.21 · 2.174.101

#826042

Fixed an issue with the "idonly" parameter in the attachment endpoint

#825925

Fixed an issue with custom translations not applying

#825914

Fixed an issue with the $-USERPHONENUMBER variable when the user's preferred method is Site

#825615

Fixed an issue with adding new Etilize category mappings

Also in 2.184.21 · 2.174.101

#825291

Resolved an issue with <<ticket^user^site^client^azure_tenant_id>> failing to populate on Custom Integration Methods

#824673

Fixed an issue with the default value for SQL select custom fields not being set

Also in 2.184.21 · 2.174.101

#824450

Fixed an issue with custom field group headers not displaying correctly

Also in 2.184.21 · 2.174.101

#824408

Fixed an issue with emails including the X-hashtags header for the EWS connection type

#824342

Resolved an issue with Action Fields showing for Co-managed Agents when they should be hidden (e.g Charge Rate, Time taken) when used in Groups

#824195

Fixed an issue with not being able to clear SQL select custom fields

Also in 2.184.21 · 2.174.101

#824140

Minor change to allow the Expense modal screen to open when Charge Rate Review process is not enabled

#824067

Fixed a minor issue with creating purchase orders when using the Ingram Micro Reseller integration

Also in 2.184.21 · 2.174.101

#823894

Fixed an issue with the option to only allow asset statuses after certain other statues not working correctly

#823850

Fixed a minor issue with sales order actions

#823763

Fixed $-LOGGEDINAGENTID and $-LOGGEDINAGENTNAME not appearing in the variables list

Also in 2.184.21 · 2.174.101

#823726

Fixed an issue with editing Ticket Area filters

Also in 2.184.21 · 2.184.7

#823615

Fixed a rare issue where Addresses wouldn't populate correctly on Tickets

#823600

Fixed a minor issue custom fields on pdf templates sent during automatic recurring invoice creation

Also in 2.184.21 · 2.174.101

#823287

Fixed an issue with Knowledge Base Article Full-Text Searching in specific cases

#823254

Fixed an issue with the Invoice Deleted Webhook trigger

Also in 2.184.21 · 2.174.101

#823201

Minor changes to the HaloPSA Trial Signup Form

#823012

Fixed an issue with ordering by Workflow Stage Number

Also in 2.184.21 · 2.174.101

#822758

Fixed a rare issue with SQL Lookups

Also in 2.184.21 · 2.174.101

#822610

Resolved a 500 error given when retrieving CRM notes via the API

Also in 2.184.21 · 2.174.101

#822525

Fixed a display issue on assets with users having long usernames

#822513

Fixed an issue with Hubspot quote and deal custom field mappings

#822122

Fixed an issue syncing attachments to Azure Devops, Jira and ServiceNow integrations when storing attachments within S3.

Also in 2.184.21 · 2.174.101

#821217

Resolved an issue with Quote/Contract/Agent Signatures failing to load correctly when generating PDF documents resulting in an error

Also in 2.184.21 · 2.174.101

#821205

Fixed an issue with purchase order tracking data from Ingram Micro Reseller

#821140

Fixed an issue with Holidays in non-UTC timezones

#821131

Fixed a minor inconsistency with syncing purchase orders to Ingram Micro reseller

Also in 2.184.21 · 2.174.101

#820932

Fixed an issue where Product field could be 'Not Set' when mandatory

Also in 2.184.21 · 2.174.101

#820405

Fixed a visual issue with the "Allow logging on behalf of other Users" field on the portal

#820382

Improved the validation of asset relationship changes in the API

Also in 2.184.21 · 2.174.101

#820126

Improved the stripe integration page to show already present logging

#820122

Fixed an issue with mandatory field error messages not showing overridden display label

#820089

Fixed Stripe not confirming payments in some cases

#819882

Fixed an issue with not being able to reassign shifts if using Exchange Calendars

#819622

Fixed an issue where some Related Tickets wouldn't display when 'Show related of related Tickets' was disabled

Also in 2.184.21 · 2.174.101

#819350

Fixed an issue with hubspot item posts failing in some cases when specific fieldmappings are setup.

#819279

Fixed an issue with Hubspot custom lifecycles not working as intended when being used as restrictions for the client import

Also in 2.184.21 · 2.174.101

#818346

Resolved an issue with an error given when loading up the User List, but no permissions are given to the Customers entity

#817157

Resolved an issue with License/Subscription change history failing to load for non-admin Agents

#817143

Fixed importing tickets through the Azure Sentinel integration using the Halo DB integrator with ticket type restrictions

Also in 2.184.21 · 2.174.101

#815977

Fixed an issue with the Microsoft Teams End-user Chat not matching single selects options correctly

#815658

Fixed an issue with the new ticket screen not closing when creating an article draft from the related article tab

#814942

Fixed an issue with the kanban child view on the self-service portal showing tickets visible to all users in error

Also in 2.184.21 · 2.174.101

#814353

Fixed an issue where Invoice ID columns wouldn't populate on Consignment PDFs

Also in 2.184.21 · 2.174.101

#812755

Fixed an issue with custom translations not exporting correctly to CSV

#811805

Fixed an issue with Search not behaving as expected

#810531

Fixed issues with distribution lists

#808879

Fixed an issue with importing Recurring Invoice Lines

Also in 2.184.21 · 2.174.101

#807444

Fixed a time zone issue with resource booking slots

#803710

Fixed an issue with currency conversions not loading on unsaved purchase orders

#802714

Fixed a rare issue with the item catalogue on the Self Service Portal

#802542

Fixed an issue with the $ faultid variable not working

#802122

Minor improvement to the Microsoft Entra SSO configuration page

#801327

Fixed an issue with uploading attachments that use non-ASCII characters in its filename

#800496

Fixed an issue processing alert emails containing the word 'device'

Also in 2.184.21 · 2.174.101

#789918

Fixed an issue with hosted customer monitoring events not showing

Also in 2.184.21 · 2.174.101

#786840

Fixed an issue with discounts in Xero when using Groups to hide lines in some cases

Also in 2.184.21 · 2.174.101

#780509

Fixed an issue where Status change notification work hours option wasn't applied

#703579