Released on Mar 7, 2025 · 109 updates
Added a client-level invoice due date type of 'equal to invoice date'.
Added a client-level invoice due date type of 'equal to invoice date'.
Fixed an issue with the agents field not loading on actions and tickets
Also in 2.184.21 · 2.174.93
Fixed an issue with the agents field not loading on actions and tickets
Also in 2.184.21 · 2.174.93
Fixed an issue generating invoice PDFs
Fixed an issue generating invoice PDFs
Fixed a visual issue in some cases with action field dropdowns overlapping other elements
Fixed a visual issue in some cases with action field dropdowns overlapping other elements
Fixed "a tab must be selected" error when attempting to create CRM Note Custom Fields
Fixed "a tab must be selected" error when attempting to create CRM Note Custom Fields
Minor UI display improvement for long ticket subjects
Minor UI display improvement for long ticket subjects
Fixed an issue with coinfig commits for column profiles not syncing between instances
Fixed an issue with coinfig commits for column profiles not syncing between instances
Fixed a display issue with the new action screen in a modal window
Fixed a display issue with the new action screen in a modal window
Resolved an issue with the Feedback API endpoint that mean Agent API Applications could not override the IP Address when logging feedback
Resolved an issue with the Feedback API endpoint that mean Agent API Applications could not override the IP Address when logging feedback
Fixed an issue with editing notifications from an agent's own details page closing the agent details
Fixed an issue with editing notifications from an agent's own details page closing the agent details
Fixed Quote Updated events sometimes not triggering
Fixed Quote Updated events sometimes not triggering
Minor 2025 UI enhancements
Minor 2025 UI enhancements
Fixed issue with 'Team' criteria not working with dynamic field values on Ticket Types
Fixed issue with 'Team' criteria not working with dynamic field values on Ticket Types
Fixed an issue with using the setting "Use assets to determine related services" not working when related services are inherited from the asset type
Fixed an issue with using the setting "Use assets to determine related services" not working when related services are inherited from the asset type
Fixed a minor issue with incoming emails via EWS with no body content
Also in 2.184.21 · 2.174.101
Fixed a minor issue with incoming emails via EWS with no body content
Also in 2.184.21 · 2.174.101
Fixed an issue with the primary asset not appearing first on ticket dashboard asset widgets
Fixed an issue with the primary asset not appearing first on ticket dashboard asset widgets
Fixed a minor issue with the holidays table in workday config
Also in 2.184.21 · 2.174.101
Fixed a minor issue with the holidays table in workday config
Also in 2.184.21 · 2.174.101
Fixed an error when loading items linked to deleted categories
Also in 2.184.21 · 2.174.101
Fixed an error when loading items linked to deleted categories
Also in 2.184.21 · 2.174.101
Fixed being unable to delete appointments in Halo when they have already been deleted in Exchange
Fixed being unable to delete appointments in Halo when they have already been deleted in Exchange
Fixed an issue with the Dynatrace manual import not working correctly
Also in 2.184.21 · 2.174.101
Fixed an issue with the Dynatrace manual import not working correctly
Also in 2.184.21 · 2.174.101
Fixed issue with default access control on lists, column profiles, and filter profiles
Fixed issue with default access control on lists, column profiles, and filter profiles
Fixed users being removed from the ticket's CC list when they email in
Fixed users being removed from the ticket's CC list when they email in
Fixed an issue with embedding the chat in dark mode not adjusting the colour of some text
Fixed an issue with embedding the chat in dark mode not adjusting the colour of some text
Fixed an issue with the new project labour line merging on budget type setting not working as intended in all cases
Fixed an issue with the new project labour line merging on budget type setting not working as intended in all cases
Fixed an issue with milestones when using "save as new template"
Fixed an issue with milestones when using "save as new template"
Added new language pack translation for the contacts tab in the Supplier area
Added new language pack translation for the contacts tab in the Supplier area
Fixed the action details table using the wrong timezone when using the Reply button
Fixed the action details table using the wrong timezone when using the Reply button
Fixed a very rare issue with Incoming Email matching
Fixed a very rare issue with Incoming Email matching
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
Fixed a minor issue with syncing purchase orders to Ingram Micro Reseller via Quote To Order
Also in 2.184.21 · 2.174.101
Improved hint on asset general settings
Improved hint on asset general settings
Fixed Snipe IT devices failing to match the mapped customer and importing to the default Site
Also in 2.184.21 · 2.174.101
Fixed Snipe IT devices failing to match the mapped customer and importing to the default Site
Also in 2.184.21 · 2.174.101
Fixed the Entra named licence roles not being updated when a role is renamed
Also in 2.184.21 · 2.174.101
Fixed the Entra named licence roles not being updated when a role is renamed
Also in 2.184.21 · 2.174.101
Added a warning when "Allow every User to access every Ticket with this Ticket Type" is enabled
Added a warning when "Allow every User to access every Ticket with this Ticket Type" is enabled
Fixed an issue with 504 errors when bulk changing Category
Fixed an issue with 504 errors when bulk changing Category
Resolved an issue with non-custom fields failing to load on the correct tab of a ticket on the self-service portal
Resolved an issue with non-custom fields failing to load on the correct tab of a ticket on the self-service portal
Resolved an issue with the Team/Agent setting for "Exclude from Resource Booking" failing to be inherited by Role assignment
Resolved an issue with the Team/Agent setting for "Exclude from Resource Booking" failing to be inherited by Role assignment
Fixed issues with the guide pages not loading when clicking the guide links next to settings
Also in 2.184.21 · 2.174.101
Fixed issues with the guide pages not loading when clicking the guide links next to settings
Also in 2.184.21 · 2.174.101
Fixed cloned agents being linked to the original agent's Exchange account
Also in 2.184.21 · 2.174.101
Fixed cloned agents being linked to the original agent's Exchange account
Also in 2.184.21 · 2.174.101
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
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
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
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
Fixed an issue with Automated Tickets of type Asset creating unintentionally
Fixed an issue with Automated Tickets of type Asset creating unintentionally
Resolved an issue with adding Sales Order lines to new Recurring Invoices failing to show the Invoice creation screen
Resolved an issue with adding Sales Order lines to new Recurring Invoices failing to show the Invoice creation screen
Minor performance enhancements to tickets and actions using a lot of custom fields
Also in 2.184.21 · 2.174.101
Minor performance enhancements to tickets and actions using a lot of custom fields
Also in 2.184.21 · 2.174.101
Fixed a rare issue where system actions would show as being done by an agent
Also in 2.184.21 · 2.174.101
Fixed a rare issue where system actions would show as being done by an agent
Also in 2.184.21 · 2.174.101
Fixed an issue with the 2-way Ticket-Action review syncing
Fixed an issue with the 2-way Ticket-Action review syncing
Fixed an issue with ticket rules using incorrect workflows when workflows are deleted
Also in 2.184.21 · 2.174.101
Fixed an issue with ticket rules using incorrect workflows when workflows are deleted
Also in 2.184.21 · 2.174.101
Fixed an issue with the Microsoft Entra user sync in the Halo Integrator
Also in 2.184.21 · 2.174.101
Fixed an issue with the Microsoft Entra user sync in the Halo Integrator
Also in 2.184.21 · 2.174.101
Fixed an issue with the "idonly" parameter in the attachment endpoint
Fixed an issue with the "idonly" parameter in the attachment endpoint
Fixed an issue with custom translations not applying
Fixed an issue with custom translations not applying
Fixed an issue with the $-USERPHONENUMBER variable when the user's preferred method is Site
Fixed an issue with the $-USERPHONENUMBER variable when the user's preferred method is Site
Fixed an issue with adding new Etilize category mappings
Also in 2.184.21 · 2.174.101
Fixed an issue with adding new Etilize category mappings
Also in 2.184.21 · 2.174.101
Resolved an issue with <<ticket^user^site^client^azure_tenant_id>> failing to populate on Custom Integration Methods
Resolved an issue with <<ticket^user^site^client^azure_tenant_id>> failing to populate on Custom Integration Methods
Fixed an issue with the default value for SQL select custom fields not being set
Also in 2.184.21 · 2.174.101
Fixed an issue with the default value for SQL select custom fields not being set
Also in 2.184.21 · 2.174.101
Fixed an issue with custom field group headers not displaying correctly
Also in 2.184.21 · 2.174.101
Fixed an issue with custom field group headers not displaying correctly
Also in 2.184.21 · 2.174.101
Fixed an issue with emails including the X-hashtags header for the EWS connection type
Fixed an issue with emails including the X-hashtags header for the EWS connection type
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
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
Fixed an issue with not being able to clear SQL select custom fields
Also in 2.184.21 · 2.174.101
Fixed an issue with not being able to clear SQL select custom fields
Also in 2.184.21 · 2.174.101
Minor change to allow the Expense modal screen to open when Charge Rate Review process is not enabled
Minor change to allow the Expense modal screen to open when Charge Rate Review process is not enabled
Fixed a minor issue with creating purchase orders when using the Ingram Micro Reseller integration
Also in 2.184.21 · 2.174.101
Fixed a minor issue with creating purchase orders when using the Ingram Micro Reseller integration
Also in 2.184.21 · 2.174.101
Fixed an issue with the option to only allow asset statuses after certain other statues not working correctly
Fixed an issue with the option to only allow asset statuses after certain other statues not working correctly
Fixed a minor issue with sales order actions
Fixed a minor issue with sales order actions
Fixed $-LOGGEDINAGENTID and $-LOGGEDINAGENTNAME not appearing in the variables list
Also in 2.184.21 · 2.174.101
Fixed $-LOGGEDINAGENTID and $-LOGGEDINAGENTNAME not appearing in the variables list
Also in 2.184.21 · 2.174.101
Fixed an issue with editing Ticket Area filters
Also in 2.184.21 · 2.184.7
Fixed an issue with editing Ticket Area filters
Also in 2.184.21 · 2.184.7
Fixed a rare issue where Addresses wouldn't populate correctly on Tickets
Fixed a rare issue where Addresses wouldn't populate correctly on Tickets
Fixed a minor issue custom fields on pdf templates sent during automatic recurring invoice creation
Also in 2.184.21 · 2.174.101
Fixed a minor issue custom fields on pdf templates sent during automatic recurring invoice creation
Also in 2.184.21 · 2.174.101
Fixed an issue with Knowledge Base Article Full-Text Searching in specific cases
Fixed an issue with Knowledge Base Article Full-Text Searching in specific cases
Fixed an issue with the Invoice Deleted Webhook trigger
Also in 2.184.21 · 2.174.101
Fixed an issue with the Invoice Deleted Webhook trigger
Also in 2.184.21 · 2.174.101
Minor changes to the HaloPSA Trial Signup Form
Minor changes to the HaloPSA Trial Signup Form
Fixed an issue with ordering by Workflow Stage Number
Also in 2.184.21 · 2.174.101
Fixed an issue with ordering by Workflow Stage Number
Also in 2.184.21 · 2.174.101
Fixed a rare issue with SQL Lookups
Also in 2.184.21 · 2.174.101
Fixed a rare issue with SQL Lookups
Also in 2.184.21 · 2.174.101
Resolved a 500 error given when retrieving CRM notes via the API
Also in 2.184.21 · 2.174.101
Resolved a 500 error given when retrieving CRM notes via the API
Also in 2.184.21 · 2.174.101
Fixed a display issue on assets with users having long usernames
Fixed a display issue on assets with users having long usernames
Fixed an issue with Hubspot quote and deal custom field mappings
Fixed an issue with Hubspot quote and deal custom field mappings
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
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
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
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
Fixed an issue with purchase order tracking data from Ingram Micro Reseller
Fixed an issue with purchase order tracking data from Ingram Micro Reseller
Fixed an issue with Holidays in non-UTC timezones
Fixed an issue with Holidays in non-UTC timezones
Fixed a minor inconsistency with syncing purchase orders to Ingram Micro reseller
Also in 2.184.21 · 2.174.101
Fixed a minor inconsistency with syncing purchase orders to Ingram Micro reseller
Also in 2.184.21 · 2.174.101
Fixed an issue where Product field could be 'Not Set' when mandatory
Also in 2.184.21 · 2.174.101
Fixed an issue where Product field could be 'Not Set' when mandatory
Also in 2.184.21 · 2.174.101
Fixed a visual issue with the "Allow logging on behalf of other Users" field on the portal
Fixed a visual issue with the "Allow logging on behalf of other Users" field on the portal
Improved the validation of asset relationship changes in the API
Also in 2.184.21 · 2.174.101
Improved the validation of asset relationship changes in the API
Also in 2.184.21 · 2.174.101
Improved the stripe integration page to show already present logging
Improved the stripe integration page to show already present logging
Fixed an issue with mandatory field error messages not showing overridden display label
Fixed an issue with mandatory field error messages not showing overridden display label
Fixed Stripe not confirming payments in some cases
Fixed Stripe not confirming payments in some cases
Fixed an issue with not being able to reassign shifts if using Exchange Calendars
Fixed an issue with not being able to reassign shifts if using Exchange Calendars
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
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
Fixed an issue with hubspot item posts failing in some cases when specific fieldmappings are setup.
Fixed an issue with hubspot item posts failing in some cases when specific fieldmappings are setup.
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
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
Resolved an issue with an error given when loading up the User List, but no permissions are given to the Customers entity
Resolved an issue with an error given when loading up the User List, but no permissions are given to the Customers entity
Resolved an issue with License/Subscription change history failing to load for non-admin Agents
Resolved an issue with License/Subscription change history failing to load for non-admin Agents
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
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
Fixed an issue with the Microsoft Teams End-user Chat not matching single selects options correctly
Fixed an issue with the Microsoft Teams End-user Chat not matching single selects options correctly
Fixed an issue with the new ticket screen not closing when creating an article draft from the related article tab
Fixed an issue with the new ticket screen not closing when creating an article draft from the related article tab
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
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
Fixed an issue where Invoice ID columns wouldn't populate on Consignment PDFs
Also in 2.184.21 · 2.174.101
Fixed an issue where Invoice ID columns wouldn't populate on Consignment PDFs
Also in 2.184.21 · 2.174.101
Fixed an issue with custom translations not exporting correctly to CSV
Fixed an issue with custom translations not exporting correctly to CSV
Fixed an issue with Search not behaving as expected
Fixed an issue with Search not behaving as expected
Fixed issues with distribution lists
Fixed issues with distribution lists
Fixed an issue with importing Recurring Invoice Lines
Also in 2.184.21 · 2.174.101
Fixed an issue with importing Recurring Invoice Lines
Also in 2.184.21 · 2.174.101
Fixed a time zone issue with resource booking slots
Fixed a time zone issue with resource booking slots
Fixed an issue with currency conversions not loading on unsaved purchase orders
Fixed an issue with currency conversions not loading on unsaved purchase orders
Fixed a rare issue with the item catalogue on the Self Service Portal
Fixed a rare issue with the item catalogue on the Self Service Portal
Fixed an issue with the $ faultid variable not working
Fixed an issue with the $ faultid variable not working
Minor improvement to the Microsoft Entra SSO configuration page
Minor improvement to the Microsoft Entra SSO configuration page
Fixed an issue with uploading attachments that use non-ASCII characters in its filename
Fixed an issue with uploading attachments that use non-ASCII characters in its filename
Fixed an issue processing alert emails containing the word 'device'
Also in 2.184.21 · 2.174.101
Fixed an issue processing alert emails containing the word 'device'
Also in 2.184.21 · 2.174.101
Fixed an issue with hosted customer monitoring events not showing
Also in 2.184.21 · 2.174.101
Fixed an issue with hosted customer monitoring events not showing
Also in 2.184.21 · 2.174.101
Fixed an issue with discounts in Xero when using Groups to hide lines in some cases
Also in 2.184.21 · 2.174.101
Fixed an issue with discounts in Xero when using Groups to hide lines in some cases
Also in 2.184.21 · 2.174.101
Fixed an issue where Status change notification work hours option wasn't applied
Fixed an issue where Status change notification work hours option wasn't applied