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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.190.1

Unreleased

Released on Apr 17, 2025 · 147 updates

Added the option to prevent creating invoices in Halo from Xero invoice webhooks when the Xero invoice is still in the Draft status

#898969

Added the option for Grandchild lookups for Dynamics 365

#897594

For more information check out https://usehalo.com/halopsa/guides/1138

Added ability to duplicate tabs when using multiple tabs mode

#894961

When using "Multiple Halo tabs per browser tab" you can now duplicate a tab.


You can do this by right-clicking on the tab and selecting "Duplicate Tab". This will open a new tab alongside the current tab at the same location.


Added the option to remove the 'edit' button on articles if using drafts

#882413

Added a setting to prevent the device type from being updated on existing devices when importing from ConnectWise RMM

#882090

Added 'email address' as an option to the end-user details attribute settings

#858282

Added the ability to set various fields using URI parameters on the new ticket screen in the agent application

#856763

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 for Yes).
  • 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 a setting to prevent having multiple open draft amendments

#855278

You can find this setting in Configuration>Knowledge Base



This will then hide the draft amendment button when viewing a knowledgebase article and show a link to the active open article draft
 

Added Ticket Type as a Ticket Rule outcome

#842365

Available to configure in the "Other Outcomes" table in a Ticket Rule.

Added new Ticket Type permissions relating to Attachments and Action History

#836885

It is now possible to restrict Roles/Agents ability to do the following per Ticket Type:

  • View Action History
  • Upload Attachments
  • View Attachments
  • Download Attachments
  • Edit Attachments
    • Includes Renaming, Copying, Toggling Visibility and Deleting


These restrictions can be applied per Role or Individual Agent in the Permissions tab when restricting specific Ticket Types:

Added a full screen toggle to the child tickets / related tickets tab on ticket details

#836471

A full screen toggle button will now show on the child tickets and the related tickets tabs on the ticket details screen, allowing you to see more elements on the Kanban board, Gannt chart, or table.


Added a new setting to allow a service to belong to multiple service categories

#835389

This setting can be enabled in Configuration > Service catalogue under the catalogue settings tab.


This will show an additional field to multiselect service categories, as well as choosing a primary service category the service belongs to.



A service will appear in and inherit restrictions from all its associated categories.


For more information on this check out: https://usehalo.com/haloitsm/guides/1998 

Added new setting to show if Sales Order Line is completed

#834489

The new setting can be found in Configuration > Sales Orders:

Added the option to customise the content shown in the followers field on the Self-Service-Portal

#834005

Added additional rule types to webhook and runbook event triggers

#831633

Added a user creation on login setting to the SAML 2.0 integration

#829177

The setting 'Automatically create unmatched users that login with SAML but aren't present in Halo' is now available in SAML 2.0. With this setting on if a user signs into Halo through SAML and they do not have a user account with the email address tied to their SAML it will create a new user and log them in as that user. 


A default site will need to be provided and if the user matching field is not 'Email Address' for SAML then the attribute field that contains the users email will need to be specified in the 'Email Custom attribute name' field.


For more information check out SAML 2.0

Added a runbook execution mode setting

#828935

For more information check out Custom Integrations/Runbooks

Added the ability to enable user matching globally or per asset type on the Halo Asset Discovery Integration

#827467

You can find the setting to toggle Halo Asset Discovery user mathcing in Configuration>Integrations>Halo Asset Discovery


This can also be enabled at the asset type level.


For more information check out Halo Asset Discovery (Lansweeper Cloud)

Added the ability to allow attachment uploads when conversing with a virtual agent

#816038

The intention with this is so when providing a description of an issue so the virtual agent can log a ticket for you, you are able to upload attachments to the new ticket. The virtual agent cannot read attachments.


This is a new system function and will be available out of the box. However, it is advised to reinforce when the function should be used in the agent instructions. This will improve the agents ability to detect when it needs to use the function. The system function is named "allow_attachment_upload ".


For example:

"

You must invoke allow_attachment_upload before you ask the user to provide attachments/files such as images, screenshots, documents, or logs.  The user will not be able to upload attachments unless allow_attachment_upload is called.

"


This can be configured, when system functions are disabled, by adding a new custom function to the virtual assistant and selecting the "allow attachment upload" use.



When using this as a custom function it is advised to be quite detailed with how the virtual agent should use this function. For example, a function description similar to:


"

You must invoke {Insert your custom function name here, e.g CF_allow_attachment_upload} before you ask for supporting attachments and files such as images, screenshots, documents, or logs. Call this proactively even if the user hasn’t mentioned attachments. Without calling {Insert your custom function name here, e.g CF_allow_attachment_upload}, the user will not be able to upload attachments. Examples include logging an incident, troubleshooting an issue, or analysing a situation where visuals or additional data could clarify the user’s input.

"


Attachment upload permission is checked against the following setting in Configuration > Chat:



For more information on virtual agents and custom functions please see the release note for "Runbooks can now be executed during a chat-bot conversation". Also check out Virtual Agents in the Chat Bot and Execute Automation Runbooks from the Chatbot

Added the ability to add a count column to query builder reports

#815351

This will group the report by all the other columns in the report. For example:

Added a new level to the permission "Can Use Data Sources"

#815325

This permission now has 3 options:

  • No
  • Query Builder Only - This also enforces the setting to "Default for apply Agent's permissions to Ticket, Action, and Asset query builder queries" on their reports
  • Query Builder and Data Sources

Added 'product URL' and 'delivery' columns to the 'Ready for Purchasing' screen

#809451

The new columns can be found on the Ready for Purchasing screen

Improved child ticket table row colours when using the setting 'Include Children' at column profile level

#806322

Added runbook variable filters for greater than, less than, and contains

#803935

For more information check out Custom Integrations/Runbooks

Added the ability to map the user network login field to a parameter in PowerShell

#793448

Improved Email module configuration layout

#780766

The email module is now split into different modules, similar to other core features. Where setting areas like 'Mailbox Setup' was located inside of the email settings, this now has it's own module.


Added the ability to map to the 'login' field for user imports from Okta

#778526

Added the Change History tab to Customers and Sites

#754721

For more information check out Customer, Site and User Records

Added access control for Webhooks and Custom Integrations

#743878

Access control for custom integration methods and webhooks


For more information check out Webhook and Integration Runbook Access Control

Added a statistics tab for runbooks to track metrics

#734216

At runbook level, the following metrics will be available:

  • Average steps executed (last 30 days)
  • Maximum steps executed on a single run (last 30 days)
  • Average execution time (last 30 days)
  • Maximum execution time of a single run (last 30 days)
  • Number of runs in the last hour
  • Number of runs in the last day
  • Number of runs in the last week

For each run:

  • Number of steps executed during the run
  • Execution time

Available in the details page of the runbook, and the logs tab on each run.


For more information check out Custom Integrations/Runbooks 

Added further visual customisation options to chatbot

#723394

Instead of placing the chat icon inside a round bubble, you can opt to use the shape of the image icon for the chat bubble



A custom header image can also now be added and the bot name can be removed.



Settings are found in Config > Chat > Chat Profile

Added the ability to export the software table for an asset to CSV

#717213

Added customer and subscription imports to the Google Workspace integration

#407157

For Halo PSA instances, there will be a new tab to import customers and subscriptions under your parent account.


The set up requires your parent account Id which can be found in Google Admin Console under Accounts > Account Settings.


The imports also require the following scopes for your connected Google project:

Fixed an issue retrieving services

#921683

Fixed an issue where release emails would no longer show in conversation & internal history view

Also in 2.190.1 · 2.184.81

#921286

Fixed an issue changing site on a ticket when using client-user direct relationship

#921283

Fixed issue with hiding the user details form when logging a new ticket

#921245

Fixed an issue with the IncomingEvent endpoint

#920727

Improved the clarity of the wording of the time management module

#920283

Fixed an issue with role type access control not allowing canned text use

#920118

Fixed an issue with closing parent tickets when there are open children

Also in 2.190.1 · 2.184.81

#909556

Fixed time zone issue with chat timer

#909553

Fixed an issue searching all entities with very large numbers of ticket results

Also in 2.190.1 · 2.184.81

#909384

Resolved an issue with Agents failing to show in the Configuration list when the setting "Give admins additional privileges" is not enabled

#909274

Fixed an issue with AI surveys not triggering when using Azure OpenAI connection

#909127

Resolved an issue with Project Task list ordering by Milestone even when there is no Milestone grouping on the Column Profile

#898847

Fixed an issue with FAQ list selection when searching articles

#898842

Fixed an issue deleting feedback when deleting tickets

#898760

Fixed an issue where tax could appear as null in the table in rare cases before saving

#898752

Resolved an issue with email matching on Agent import using the Azure/Google Integrations

#898691

Resolved an issue with Billing Plan Templates failing to save Billing Plan Combination Filters correctly

#898676

Fixed an issue with viewing runbook event criteria

Also in 2.190.1 · 2.184.81

#898196

Fixed an error on the integrator when processing user updates for the Microsoft CSP integration

#898149

Minor backend changes to the SQL Imports integration

#897801

Improved performance when listing teams

#897793

Minor backend improvements to the Tanium integration

#897760

Minor backend improvements to the Kashflow integration

#897706

Fixed an issue deleting some entities during the daily delete scan

#897520

Fixed an issue with navigation menu screen layout profiles

#896821

Fixed an issue where Azure DevOps description mappings would error

Also in 2.190.1 · 2.184.81

#896762

Fixed a visual issue with appointments appearing editable without correct permissions

#896745

Resolved an issue with working hours end time of 23:59 failing to include from 23:59 to midnight (00:00)

#896635

Resolved an issue with Composite Tax Total not being used on Invocie PDF generation

#896570

Fixed an issue with field visibility when editing team memberships

#896521

Fixed an issue with user quote access having an incorrect default value in some cases

#896341

Fixed an issue with cloned agents inheriting the picture of the original agent

#895915

Fixed an issue with stock bin deletion when deleting sites

Also in 2.190.1 · 2.184.81

#895849

Added a force disconnect parameter to the Exchange Calendars config screen (?show_disconnect=true)

#895808

Fixed an issue where labour wouldn't add to Recurring Invoices when invoicing for another client

#894885

Fixed an issue with adding custom fields to the report query builder

#894773

Fixed an issue with quote reference not displaying on quote approval screen

Also in 2.190.1 · 2.184.81

#894716

Fixed an issue which prevented ticket type defaults applying if the ticket type is changed from a template, triggered by a ticket rule

#894637

Fixed an issue where Discount for group lines on Quotes would display to the incorrect number of decimal places

#883459

Fixed an issue where setting the default call screen ticket to 'default' did not correctly apply the default ticket settings set in Tickets -> General Settings

#883362

Fixed an issue with invoices using the incorrect address from site

#883345

Fixed an issue with site subject prefix matching causing duplicate errors

Also in 2.190.1 · 2.184.81

#883317

Fixed an issue which meant the next call date wasn't set if pre-populated from the client

#883149

Fixed an issue with raising an article draft and opening the draft in a new tab

#882878

Fixed an issue with searching within the table on the mail campaigns page

#882817

Fixed an issue where duplicated tickets could be shown if milestones are in use

#882814

Fixed an issue stopping the feed and top5 articles from showing up in the self-service portal

#882563

Resolved an issue where dashboard counter widgets displayed '0' when using a decimal separator other than a full stop, such as a comma

#882517

Fixed an issue with the Raise a problem function if using multiple Halo tabs

#882513

Fixed a time zone issue with invoice due date calculations

Also in 2.190.1 · 2.184.81

#882492

Fixed a minor issue with Api Application using client credentials that could fail to retrieve the correct permissions in rare cases

#882443

Resolved an issue with Email related configuration on the Action configuration screen not showing based on other settings correctly

#882435

Fixed an issue with assigning tickets with round robin when only considering agents that are currently online

#882307

Fixed an issue which would occasionally prevent an appointment's details from opening on the calendar

#882180

Fixed an issue with relating and unrelating tickets

Also in 2.190.1 · 2.184.81

#882077

Fixed an issue where delete reason prompts wouldn't display when performing actions on tickets in modals

Also in 2.190.1 · 2.184.81

#882054

Fixed an issue where date fields could not be mapped in email rules

Also in 2.190.1 · 2.184.81

#881323

Fixed an issue with syncing purchase orders to Ingram Micro when not delivering to the end user

Also in 2.190.1 · 2.184.81

#881022

Added $-oppaddr4 to the variables screen

Also in 2.190.1 · 2.184.81

#880943

Fixed an issue with Google Workspace failing to refresh the tokens correclty

Also in 2.190.1 · 2.184.81

#880855

Added more logging for MYOB integration requests

Also in 2.190.1 · 2.184.81

#880631

Fixed an issue where "entity updated" notifications would trigger despite field values remaining the same

#880622

Fixed an issue with loading knowledge base articles in the tree drop down

#880525

Fixed a mandatory accounts ID error when attempting to create clients with the QuickBooks Online integration enabled

Also in 2.190.1 · 2.184.81

#880168

Fixed an issue with end users not being able to view password/encrypted fields where they should

Also in 2.190.1 · 2.184.81

#869760

Fixed an issue where the 'Create Project' button wouldn't display on Sales Order lines in some cases

Also in 2.190.1 · 2.184.81

#869504

Fixed an issue with SentinelOne failing to paginate in the UI in some configurations

Also in 2.190.1 · 2.184.81

#869488

Improved the clarity of a warnings wording.

Also in 2.190.1 · 2.184.81

#858895

Fixed an issue with incomplete timesheet notifications

#858740

Fixed an issue with custom field variables not populating on custom html widgets

#858676

Fixed a rare issue where Tax could display incorrectly on Invoices, Sales Orders, and Quotations

#858570

Fixed an issue that could occasionally prevent ticket rules from matching correctly

#858500

Fixed an issue that occasionally prevented site domain matching from succeeding when creating a user from the self service portal

#858347

Fixed an issue where additional Date Dependencies would be added to Projects

Also in 2.190.1 · 2.184.81

#857896

Fixed an issue where Payments on new Invoices wouldn't sync to QuickBooks Online

#857505

Resolved an issue with PDF Template Configuration testing overriding the lastest entity related to the PDF Type

Also in 2.190.1 · 2.184.81

#857468

Added additional warnings to settings related to removing Users licenses automatically when the User is made inactive

#857063

Fixed an issue where invoiced Prepay records wouldn't include Invoice Number

Also in 2.190.1 · 2.184.81

#856870

Resolved an issue with Credit creation fro Meter Invoices causing Meter history to be incorrectly marked against the Credit

Also in 2.190.1 · 2.184.81

#856596

Fixed an issue where ALSO Licence price and cost information wouldn't import

Also in 2.190.1 · 2.184.81

#856592

Fixed an issue where syncing to Google Calendar could error when using local time for appointments

Also in 2.190.1 · 2.184.81

#856426

Allowed recurring invoice lines that are not associated with an asset or a meter to populate $-variables on invoices generated from the recurring invoice.

#856051

Resolved an issue with an incorrect booking message showing after using Resource Booking from the Self Service Portal when the Calendar is integrated with Exchange/Entra and the Organizer method is being used.

#844244

Fixed an issue when discounts would round incorrectly on Invoices

Also in 2.190.1 · 2.184.81

#843834

Resolved an issue with Bulk Email campaigns where the URLs are replaced incorrectly for link tracking

Also in 2.190.1 · 2.184.81

#843479

Fixed an issue where submitting Survey Feedback would error

Also in 2.190.1 · 2.184.81

#842729

Fixed an error during import of user via SQL import.

Also in 2.190.1 · 2.184.81

#842703

Fixed an issue with the reset password response.

Also in 2.190.1 · 2.184.81

#842500

Improved the performance of loading 'My Tickets' on the portal when applying status filters

#842466

Fixed an issue where $-id would not populate with the Client ID for Dynamic SQL fields when using the field on a CRM Note

#842449

Fixed an issue with consigning assets to users not updating the asset user.

Also in 2.190.1 · 2.184.81

#842305

Added lookup mappings to dynamics 365 custom table mappings

#838883

Fixed an issue with adding URL attachments

Also in 2.190.1 · 2.184.81

#837408

Fixed an issue with filtering on single select asset fields in lists

#836930

Fixed an issue where two approval process steps could get merged into one

Also in 2.190.1 · 2.184.81

#836466

Fixed an issue with approval links directing to the agent application when a user had an inactive linked agent

Also in 2.190.1 · 2.184.81

#835722

Fixed ticket deleted notifications sometimes not firing

#829182

Added whitespace trimming for redirect URLs in application configuration

#825851

Improved Periodic History load times

#824484

Fixed an issue where response time would sometimes calculate as 0 within working hours

#824391

Added single and multi-select third party value mappings to the Freshdesk migration

#822380

Fixed minor spelling mistake

Also in 2.190.1 · 2.184.81

#813156

Fixed a minor spelling mistake

Also in 2.190.1 · 2.184.81

#813109

Fixed an invalid Client/Site/User error when receiving N-Central alerts

Also in 2.190.1 · 2.184.81

#809921

Fixed an issue where unchecked checkbox field dollar ($) variables were returning nothing instead of displaying 'No'

#808488

Fixed an issue where rules could apply different SLAs when using a global overriding SLA.

#800199

Fixed an issue with the visibility of tickets for administrators on ticket lists.

#793127

Resolved an issue with the list of Tickets related to the Assets linked to a Ticket failing to pick up primary Assets on other Tickets

#791890

Improved the clear-up of automation records

#776345

Fixed an issue where applying a billing template to a client would clear the client surcharge

#746714

Fixed issues with bulk updating certain entities

Also in 2.190.1 · 2.184.81

#741313

Added option to use Email address as username when creating new Users from unmatched emails

#440321

Fixed issue in the upgrader when increasing the length of the femailtolist field

#883380