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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.184.61

Unreleased

Released on Apr 15, 2025 · 114 updates

Fixed a visual issue on the Integration Runbooks configuration page

Also in 2.188.7 · 2.184.61

#920284

Fixed an issue with qualified Agents not having a tick in the Agent drop down

Also in 2.188.7 · 2.184.61

#898714

Fixed a minor language pack issue with Datto RMM

Also in 2.188.5 · 2.184.61

#898665

Fixed an error when logging new tickets if "Custom Field to Extract Statement of Work" hasn't been selected

Also in 2.188.5 · 2.184.61

#898643

Fixed an issue setting teamid when assigning a ticket using a template

Also in 2.188.4 · 2.184.61

#897675



Fixed an issue with supplier updates for inactive suppliers

Also in 2.188.4 · 2.184.61

#896653

Fixed an issue where Price, Cost, and Margin fields on Items would auto-calculate incorrectly

Also in 2.188.3 · 2.184.61

#896573

Fixed an issue with fields on custom tables when editing the same line multiple times

Also in 2.188.2 · 2.184.61

#894719

Minor improvements to some webhook endpoints

Also in 2.188.2 · 2.184.61

#894617

Fixed issue with batch updating multiple asset fields

Also in 2.188.2 · 2.184.61

#894462

Fixed an issue with an unnecessary error message appearing in some cases for AI bulk evaluation

Also in 2.188.7 · 2.184.61

#883188

Fixed an issue where the last login date column header was missing on the agents list in config

Also in 2.188.7 · 2.184.61

#882496

Fixed an issue with logging tickets

Also in 2.188.1 · 2.184.61

#881364

Fixed an issue with the metadata that is produced for the SAML integration

Also in 2.188.1 · 2.184.61

#880711

Fixed an issue with using the pax8 system authentication in integration runbooks failing to reauthenticate in some cases

Also in 2.188.1 · 2.184.61

#879940

Fixed a minor issue with the organisational chart

Also in 2.188.1 · 2.184.61

#859127

Fixed an issue with config tracking FAQ Lists

Also in 2.188.1 · 2.184.61

#859048

Fixed an issue with colour change rules on Widgets

Also in 2.188.1 · 2.184.61

#859010

Fixed issues with using the report builder when querying assets

Also in 2.188.1 · 2.184.61

#858940

Fixed an issue with the upgrader

Also in 2.186.7 · 2.184.61

#858900

Fixed an issue with Agent list record counts showing more than the number of agents

Also in 2.188.1 · 2.184.61

#858863

Fixed an issue with chat profile config tracking losing the allowed teams

Also in 2.188.1 · 2.184.61

#858447

Fixed an issue where agents could not edit an asset from a list view in certain scenarios

Also in 2.188.1 · 2.184.61

#858417

Minor language pack improvements

Also in 2.186.5 · 2.184.61

#858403

Fixed an issue with importing assets from Device42 with multiple asset type mappings

Also in 2.188.1 · 2.184.61

#858379

Fixed a rare error related to agent statuses when logging a ticket with load balance / round robin from the end-user portal

Also in 2.188.1 · 2.184.61

#858313

Fixed an issue where $-QUOTESIGNATURE variable wouldn't populate on PDFs sent to Users when signed without being logged in

Also in 2.188.1 · 2.184.61

#858210

Fixed an issue with configuring business applications and services

Also in 2.188.1 · 2.184.61

#858123

Fixed an UPDATE_APPROVAL_COUNT error on the self-service portal

Also in 2.188.1 · 2.184.61

#858117

Fixed some minor language issues with custom tables

Also in 2.186.4 · 2.184.61

#858088

Fixed an issue with custom field mappings in the Halo Asset Discovery Integration

Also in 2.188.1 · 2.184.61

#858054

Fixed a minor display issue with tables in the custom integration area

Also in 2.188.1 · 2.184.61

#857524

Fixed HTML tags showing in the ticket list hover text when it is set to use the AI Conversation Summary

Also in 2.188.1 · 2.184.61

#857416

Fixed an issue where integration asset field mappings would not update when renaming asset fields.

Also in 2.188.1 · 2.184.61

#857173

Improved the setting label for hiding appointment actions from the user

Also in 2.188.1 · 2.184.61

#856759

Fixed an issue with Rapid7 runbook buttons

Also in 2.188.1 · 2.184.61

#856660

Fixed a visual issue with filtering tickets on the self service portal

Also in 2.188.1 · 2.184.61

#856647

Fixed calculated custom fields not working when the expression contains money variables and there are custom decimal/thousands separators configured

Also in 2.188.1 · 2.184.61

#856627

Fixed an issue where Notifications with deleted Custom Field conditions wouldn't load

Also in 2.188.1 · 2.184.61

#856575

Fixed the Autotask import making existing users inactive, and removed username matching to allow multiple users to be imported with the same name

Also in 2.188.1 · 2.184.61

#856548

Fixed an issue where Monthly Subscription price and cost wouldn't apply when initially creating a Recurring Invoice

Also in 2.188.1 · 2.184.61

#856377

Fixed an issue where PO number on Projects wouldn't copy to Project Tasks

Also in 2.188.1 · 2.184.61

#856369

Added 'assettag' as a mappable field for the N-Central integration

Also in 2.188.1 · 2.184.61

#855841

Resolved an intermittent issue with text failing to generate correctly when using references (<link>) in PDF templates to external sources

Also in 2.188.1 · 2.184.61

#855501

Fixed an issue with blank records showing in the FAq list article order tab

Also in 2.188.1 · 2.184.61

#855397

Fixed an issue with the query builder when referencing agent fields from the actions entity

Also in 2.188.1 · 2.184.61

#855279

Fixed an issue with loading the custom integration repository

Also in 2.188.1 · 2.184.61

#855252

Resolved an issue with API key authorization for custom integration methods

Also in 2.188.1 · 2.184.61

#855000

Fixed the status after supplier update being validated against a ticket type's allowed statuses if suppliers are not in use

Also in 2.188.1 · 2.184.61

#854908

Fixed an issue with the 'Related Tickets' tab not appearing in certain scenarios

Also in 2.188.1 · 2.184.61

#844720

Fixed an issue with user's 2nd level manager approval process

Also in 2.188.1 · 2.184.61

#844675

Fixed an issue where Items added via Bundles wouldn't use Client/Site tax code overrides

Also in 2.188.1 · 2.184.61

#844434

Fixed an issue where attachments could not be uploaded anonymously on the portal for hosted customers

Also in 2.188.1 · 2.184.61

#844255

Fixed an issue with editing Appointments on Tickets

Also in 2.188.1 · 2.184.61

#844241

Fixed an issue where adding Geo Location Restrictions for KB Articles would error

Also in 2.188.1 · 2.184.61

#844229

Fixed an issue when deleting a custom field from a custom table

Also in 2.188.1 · 2.184.61

#844221

Fixed issue with bulk updating asset custom fields from the related assets tab of a ticket

Also in 2.188.1 · 2.184.61

#844163

Improved the error handling when using the Halo integrator to sync data from Virima

Also in 2.188.1 · 2.184.61

#843740

Fixed a minor display issue with the outgoing email log screen

Also in 2.188.1 · 2.184.61

#843710

Fixed an issue with case sensitivity with allowed attachments

Also in 2.188.1 · 2.184.61

#843659

Fixed an issue with the image editor not displaying when viewing the rich text editor in full screen

Also in 2.188.1 · 2.184.61

#843624

Fixed an issue where client-site-user would display in the wrong order on the New ticket screen

Also in 2.188.1 · 2.184.61

#843607

Fixed errors when cloning agent roles

Also in 2.188.1 · 2.184.61

#843594

Fixed an issue with the contract balance field on tickets not showing negative pre-pay balance

Also in 2.188.1 · 2.184.61

#843540

Fixed an issue with the user's assets field not updating when changing a ticket's user

Also in 2.188.1 · 2.184.61

#843336

Fixed an issue with the Project Manager and Child Status search filters

Also in 2.188.1 · 2.184.61

#843282

Fixed an issue where SQL Lookup Custom Fields on tables wouldn't populate live Custom field values

Also in 2.188.1 · 2.184.61

#843281

Fixed an issue with supplier matching when an email matches an email rule and a supplier's settings

Also in 2.188.1 · 2.184.61

#843254

Fixed an "Asset is mandatory" error when saving actions despite an Asset already being set on the ticket

Also in 2.188.1 · 2.184.61

#843162

Added a hint to the workflow configuration for timed automations

Also in 2.188.1 · 2.184.61

#842838

Fixed an issue with custom field $ variables not populating in chatbot

Also in 2.188.1 · 2.184.61

#842554

Fixed an issue with the agent/user "hidden if empty" settings for single select fields

Also in 2.188.1 · 2.184.61

#842504

Fixed a display issue with tickets at the end stage of their workflow

Also in 2.188.1 · 2.184.61

#842332

Fixed an issue where Invoice ID's wouldn't populate on Consignment PDFs when the Invoice was created after the Consignment

Also in 2.188.1 · 2.184.61

#842256

Fixed scrollbar not appearing on the login screen

Also in 2.188.1 · 2.184.61

#842247

Fixed a visual issue with currency converted tax value in some situations

Also in 2.188.1 · 2.184.61

#842116

Removed the automatic sales tax column label on quotes and sales orders

Also in 2.188.1 · 2.184.61

#841839

Resolved open tickets not showing against assets when the tickets are from Ninja alerts

Also in 2.188.1 · 2.184.61

#841699

Fixed an issue with Item Margin/Markup being calculated with recently cleared values when in Edit mode

Also in 2.188.1 · 2.184.61

#841612

Updated the app used for the Snelstart integration

Also in 2.188.1 · 2.184.61

#841440

Fixed a small display issue with custom tables

Also in 2.188.1 · 2.184.61

#840598

Improved error reporting

Also in 2.188.1 · 2.184.61

#840416

Fixed an issue with creating projects, that have templated budgets, from sales order lines that also have a item budgets

Also in 2.188.1 · 2.184.61

#840046

Fixed an issue where $-REPORTSTARTDATE and $-REPORTENDDATE variables could calculate incorrectly in some scenarios

Also in 2.188.1 · 2.184.61

#839996

Fixed an issue with the types of distribution lists that are available to select on Mail Campaigns

Also in 2.188.1 · 2.184.61

#839737

Fixed an issue with ServiceNow Webhooks syncing tasks

Also in 2.188.1 · 2.184.61

#839688

Resolved an issue with the global default for immediately invoicing manually added pro-rata

Also in 2.188.1 · 2.184.61

#839344

Fixed an issue with service category title colour not changing if there was a background applied to it

Also in 2.188.1 · 2.184.61

#838812

For instances where a white or light background has been set for the Service Catalogue, the "Service Categories" title colour can be adjusted using custom CSS in the Self Service Portal settings page.


div:has(> h2):not(:has(> h2 + a)) > h2 {

  color: black !important;

}


Fixed an issue with generating Agreement References

Also in 2.188.1 · 2.184.61

#838378

Fixed an issue with generating PDFs that have a file name containing a comma

Also in 2.188.1 · 2.184.61

#838220

Fixed some issues with the new HubSpot quote/deal imports

Also in 2.188.1 · 2.184.61

#836666
  1. Fixed an issue with the quote and deal group heading field
  2. Fixed an issue with discount not working as intended
  3. Fixed an issue with quotes created from deals off hubspot duplicating in rare cases

Fixed an issue where emails in 'My Inbox' area couldn't be added to existing opportunities when Agents weren't Administrators

Also in 2.188.1 · 2.184.61

#836654

Fixed an issue with lookups that return multiple results when making changes on the ticket details screen

Also in 2.188.1 · 2.184.61

#835171

Fixed an issue with NinjaOne webhooks not importing in some cases

Also in 2.188.1 · 2.184.61

#835038

Fixed an issue with new user creation on new ticket screen

Also in 2.188.1 · 2.184.61

#834380

Fixed an issue with agents not being allowed to create services

Also in 2.188.1 · 2.184.61

#833820

Fixed an issue where PDF generation could fail when embedding XMLs

Also in 2.188.1 · 2.184.61

#831540

Added the option to display the "Default Customer/Site for New Sales" on Opportunities

Also in 2.188.1 · 2.184.61

#829999

Fixed duplicate mention notifications firing when using "Show an option to create a calendar entry on the Action screen"

Also in 2.188.1 · 2.184.61

#829153

Fixed several issues with SentinelOne

Also in 2.188.1 · 2.184.61

#829120

Fixed a permissions issue that could prevent Halo Integrator from adding Sales Mailbox emails to opportunities.

Also in 2.188.1 · 2.184.61

#828068

Fixed an issue with closure confirmation actions displaying as the incorrect user in some cases

Also in 2.188.1 · 2.184.61

#827601

Fixed an issue where $-SATISFACTION variable wouldn't populate

Also in 2.188.1 · 2.184.61

#826601

Fixed an issue where the number of sent emails on a mail campaign may be inaccurate for large mail campaigns

Also in 2.188.1 · 2.184.61

#826333

Fixed an issue where variables on sent Quotations sometimes wouldn't populate when 'Only show this field to Agents' was enabled

Also in 2.188.1 · 2.184.61

#825875

Fixed an issue where Database Lookups could calculate incorrectly when updating multiple values

Also in 2.188.1 · 2.184.61

#825504

Fixed a minor issue with the Ingram Micro Reseller product lookup

Also in 2.188.1 · 2.184.61

#824874

Fixed a minor visual issue with quote/sales order/purchase order group lines in dark mode

Also in 2.188.1 · 2.184.61

#822656

Fixed an issue where an SLA Hold action would not be logged for new tickets logged via API/integration, that match a rule, that sets the status to an SLA hold status.

Also in 2.188.1 · 2.184.61

#816445

Fixed various issues with document management

Also in 2.188.1 · 2.184.61

#812160

Fixed an issue with customer/site/user level document management

Also in 2.188.1 · 2.184.61

#812095

Fixed a rare issue where Workdays with equal start and end times could error

Also in 2.188.1 · 2.184.61

#801481

Fixed an issue where Report URL filters wouldn't apply to generated PDFs

Also in 2.188.1 · 2.184.61

#757207

Fixed an issue with calendar scree appointments locations options not persisting after screen refresh.

Also in 2.188.1 · 2.184.61

#756527