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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.195.1

Unreleased

Released on May 13, 2025 · 67 updates

You can now use dollar variables ($) CLIENT_ID, AREA & AREASITE on Sales Order notifications

#951358

Added the guid of the changed entity to the list of config changes

#950392

Added an option to Actions to download all Ticket attachments when the action is used

#948968

Only applicable when the action is a quick action and non user facing.

Added the $-TERMNETTOTAL variable for quote lines to display the price for the whole term multiplied by quantity

#935615

Added a setting for a default asset template on asset types

#894418

This setting can be found by going to Configuration>Asset Management>Asset Type


This will then apply the asset template that is associated as the default with the asset type 

Added a Read and Create level for User permissions

#882480

At this permission level, an Agent can create new Users, but not edit existing Users except for adding notes to them.

Added the ability to test runbook steps that run a SQL query

#839089

Added a setting to the Sales Order configuration: "All lines must be manually marked as complete"

#834419

By default, a line is automatically considered complete when there are no actions available on it, and this hides the order from the "Requires Action" view.

With this setting enabled, all lines must be manually marked as complete instead.

Added a field to track which agent created a template

#819330

Added an option to choose the recipient of the automatic email reply on closed/pending closure tickets

#819257

Added the option to use a new related assets edit screen

#811812

At ticket type level you can enable "When clicking a linked asset, display the relationship edit screen".

This will display a screen with 2 fields: impact statement and activity, which are stored as part of the ticket-asset relationship.

You can also display asset fields here, by enabling "Show on ticket-asset relationship edit screen" on the asset field.


To view the normal asset details screen, you can either right-click on the asset or click the button in the top right of the edit screen.

Added a new setting to require the agent level override approval permission to add ad-hoc approvers

#808164

This setting can be enabled under the approval processes tab in Configuration>Tickets>Approval Processes

Added a setting to display breadcrumbs when navigating through the service catalogue on the portal

#769985

Improved custom table SQL imports and added pagination to retrieving custom table rows

#739256

The SQL import for custom tables has been improved to allow for larger numbers of rows to be imported at once.


As part of this, pagination has been introduced to the custom table endpoint, allowing rows to be returned more efficiently.

To use this, the includedetails parameter must be true, and then the standard paginate, page_size, and page_no parameters can be used to return a subset of rows. 


The advanced_search and orderby parameters can also be used.


For more information check out SQL imports

You can now reset the response SLA when opening a ticket from the call screen

#736491

There is now a per SLA setting which allows you to 'Reset the Respond-By target when opening a Ticket from the call screen'.


The SLA will get reset once you have linked the ticket to the call and hit 'Complete':


Improved the TeamViewer integration to support the new custom TeamViewer protocol

#716319

TeamViewer is phasing out its legacy web protocol. As part of this change, the TeamViewer Asset and Site fields will automatically transition to the new protocol upon upgrading.


To revert to the legacy web protocol, navigate to Configuration > Integrations > TeamViewer set the protocol to "Web (legacy)".




Added access control to the Microsoft Entra ID integration

#714899

This allows non-admins to configure the integration. To allow an agent to create Entra ID connections, they need to be given the "Can Configure Microsoft Entra ID  Access Control" permission.



NOTE: The manual imports will list the users/agents, but may fail to create/update them if the agent does not have the necessary permissions. 

Added the ability to set a hint for asset fields

#366134

These work exactly the same as custom field hints, allowing you to specify them either as a hint or a placeholder. 

Fixed a display issue with the KB setting "hide the edit button on articles when using drafts"

#955759

Fixed a minor issue with Microsoft Sentinel webhooks

Also in 2.195.1 · 2.184.101

#954585

Minor display improvement for the KB guide link buttons on configuration pages

#953947

Fixed an issue which could throw an error when creating a bill off of a Purchase Order and having a client 'Due Date Type' override set to 'Equal to the invoice date'

#953572

Fixed an issue with filtering config tracking records where an impersonated agent had made changes

Also in 2.195.1 · 2.184.101

#953270

Fixed a minor UI issue with the ticket type field list with the 'Agent Signature' Field when used in field groups

Also in 2.195.1 · 2.184.101

#953065

Fixed an issue with Admin Mode Elevation not working with SSO - unsupported 'prompt' value

#952490

Fixed a visual issue with configuring Ticket XML templates

#952409

Fixed an issue with the tree view sometimes disappearing when using multiple Halo tabs

#952369

Fixed an issue with loading the instances area when there is a version mismatch

#952137

Fixed an issue with SyncroMSP alerting

Also in 2.195.1 · 2.184.101

#952093

Fixed the Freshdesk import failing to start when the authorising agent doesn't have access to Freshdesk agents, groups or products

Also in 2.195.1 · 2.184.101

#951973

Fixed an issue with self service portal button restrictions

#951963

Fixed an issue where managed agents won't show up on timesheets if you only have managed permissions

#951960

Fixed an issue with not allowing some system fields in email rule field mappings

Also in 2.195.1 · 2.184.101

#951540

Fixed a display issue with the full screen expand option on child ticket tables

#951455

Fixed a display issue with statuses with a white colour on the Kanban board

#951451

Fixed an issue with the Report menu pin icon not showing until selected

#951374

Fixed an issue enabling Two Factor Authentication if using a mailbox as the global default for outgoing mail

#951365

Fixed an issue with Jamd asset type mappings not working correctly

Also in 2.195.1 · 2.184.101

#951352

Fixed an issue with the Online Agents system report

Also in 2.195.1 · 2.184.101

#951146

Fixed an issue with recurring invoice columns all being blank against customers

#951018

Resolved an issue with PDF generation failing when using the "Enable Agent app session ID cookie validation" setting

#950678

Fixed an issue with displaying Azure AI Search logs

#950672

Minor improvement to the Ticket User field on Automated Tickets

#950308

Minor UI display improvement to calendar options

#950267

Fixed an issue where Bills couldn't be synced to Xero

Also in 2.195.1 · 2.184.101

#950185

Fixed an issue with canned text and view access control based on team membership

Also in 2.195.1 · 2.184.101

#950137

Fixed a rounding issue which could sometimes prevent Invoices from syncing to Xero

#949783

Resolved an issue with Currency not allowing 5 decimal places in the History table

#949748

Fixed an issue with FAQ list selection on article drafts

#949481

Minor display improvement to the Mailbox Override field on the Teams configuration

#949463

Fixed an issue with a message box that couldn't be dismissed

#949399

Fixed tickets defaulting to expired contracts when using "Auto select the Contract on a Ticket based on billing description"

Also in 2.195.1 · 2.184.101

#948631

Fixed minor spelling mistake

#937188

Fixed an issue stopping notifications from going out on Sales Order events

Also in 2.195.1 · 2.184.101

#936955

Fixed an issue with adding notes to Recurring Invoices

Also in 2.195.1 · 2.184.101

#934594

Fixed an issue with invoices from RFI sometimes not displaying as completed correctly when using multiple Halo tabs

#923048

Added an IdInt column to the NHD_Identity_Application table so dynamic custom fields can look up API applications.

#922544

Fixed an issue where PDFs were unable to be appended and prepended to Quote PDFs

Also in 2.195.1 · 2.184.101

#922019

Fixed an issue where ticket links on actions on the portal may redirect back to the agent app

#921952

Fixed an issue with custom integration runbooks when adding to array

#921426

Fixed an issue with some tables not showing the next and back buttons between 6 and 10 rows in some cases

Also in 2.195.1 · 2.184.101

#898935

Minor backend improvements to Ingram Micro Reseller integration

#897825

Minor backend improvements to the Tech Data Reseller integration

#897824

Fixed an issue where signature fields on Actions wouldn't apply to signature fields on Tickets

Also in 2.195.1 · 2.184.101

#831889

Fixed an issue where overriding charge rates on contracts may not apply overriding time rounding/multipliers

#822869

Fixed an issue with composite reports not attaching to actions

#814695

Fixed a error saving recurring appointments when imported via the integrator

#800576