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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.196.1

Unreleased

Released on May 16, 2025 · 74 updates

Minor improvement to the NinjaOne integration

#956787

An option has been added allowing authentication to be added to webhooks in the form of a query parameter that can be validated by the Halo API.


Added a security check for integrations that are configured to allow unauthenticated webhooks

#956772

Added option to send PO Number and PO Vendor Reference when syncing Bills to Xero

#955532

Added the ability to hide the default memo field on CRM notes

#953907

Added "Mailbox" as a Ticket List Criteria

#948983

Added an FAQ list setting to allow all Users to see the FAQ list but still respect Organisation and Site level restrictions

#934787


When enabled, the Client level restrictions are ignored so all Clients and Anonymous users (if applicable) can view the FAQ list. However Organisation level restrictions are still preserved along with any Site level restrictions.

Useful for when you have multiple anonymous Self Service Portals with different FAQ List requirements.

Added a chat step input type for Attachment uploads

#898721

Added a setting to prevent field groups from being collapsed

#898449

Added "Potential Value" field to report query builder

#897631

Added Client/Site CRM Note Created/Updated/Deleted as notification and runbook triggers

#894541

The following variables can be used in the Notification Template for these notifications:

  • $ Clientname
  • $ Sitename
  • $ Note
  • $ Detail
  • $ Who

Added pagination to the audit tab on Tickets

#857440

Fixed an issue with QuickBooks Online Item Class not carrying over to an Invoice Line

#856847

Added option on Recurring Invoice schedules to invoice on a specific day of the month

#840590

Added the setting 'Disable modification of milestones on Tickets' at Template level

#835114

Added option to 'chat about a ticket' for users on the self-service portal

#828310

The setting to enable this is on the ticket type configuration. 


The chat profile needs to have a step set up with the condition 'Chat is linked to ticket', then if this condition is true, the live chat step can be initiated. When the live chat starts with an agent, the ticket will be linked to the chat on the agent's chat window, and the transcript will be automatically added to the ticket once complete.

Added the option to restrict log on behalf permissions at user role level.

#820693

To use this functionality, either the global setting to "Allow logging on behalf of other Users" or the ticket type level setting must be set to "Determined at user role level".

When a user is logging a ticket, it will check the highest value for the "Allow logging on behalf of other Users" permission for any of their roles and allow logging based on that.



This permission is only available at role level, so if a user has no roles, they will not be able to log on behalf of other users.

Added the ability to bulk update Agents

#807126

On the Agents list screen you can now bulk select Agents to do one of the following options:

  • Mark as Active
  • Mark as Inactive
  • Resend email confirmation 
  • Request Logout
  • Add Roles
  • Update Licence Type

Added a new setting to auto-disable runbooks after X permanent failed attempts in a row

#801163

This is configured per integration runbook under the advanced tab and will only be auto-disabled when there are no retries remaining for the last X results in a row.


This will be reported in "Monitoring Events" tab of the backend service monitoring as well as within the runbooks logs.

Added the ability to filter Microsoft CSP site value mappings by Azure Group

#753423

Added option to add Assets to Scheduled Tickets using custom SQL query

#739358

Scheduled tickets can now have assets assigned via a SQL query, similar to the existing functionality for adding users:

Added Action Groups

#722376

Action Groups can be added as Lookup Codes through Configuration>Advanced Settings>Lookup Codes and then selecting Action Groups. Here you can set the name, colour, and icon for the action group


At action level, you can select which action group you want that action to be part of with the setting 'Action Group'. All actions on a Ticket that are part of a set Action Group will be displayed in a dropdown list. 



Added the setting 'Number of columns on the End-User Portal new Ticket screen' at Ticket type level

#688629

Added the ability to set Serialisation Defaults against Asset Types in addition to Items

#647597

Improved project loading efficiency in the ready for invoicing section

#594973

You can now choose to load projects more efficiently using a stored project ID instead of the default dynamic hierarchy loading. The stored field in the database is "aprojectid" which is on all "actions" records.


Enable this option in Configuration > Billing > General under the Advanced tab. After enabling, run the "Update billable projects" task once to apply this to existing projects and tasks. 


There's also a new setting to select whether the billable project is the top-most or nearest parent. This is only for new projects / tasks.


In addition, the main/billable project will also be stored on the ticket itself. The database fieldname is "fmainprojectid" and is stored on all "faults" records. This will only be stored for newly created projects/tasks; with either of the project loading methods.

Added 6 new notification/runbook trigger events

#453212
  • Feedback Added
  • Stock Received
  • Stock Removed
  • Recurring Invoice Created
  • Recurring Invoice Updated
  • Recurring Invoice Deleted

Fixed an error which could occur during Tickets migration from Freshdesk

#958849

Fixed an issue with dynamic field value visibility

#958783

Fixed issues with the changes to configuration items

#958609

Fixed an attachment visibility issue on the portal

#958402

Fixed an issue when using the $-SUPPLIER_NAME dollar variable in automated actions

#958077

Fixed an issue with teams when cloning an Agent

#957975

Fixed an issue with attachment upload error messages not being translated

Also in 2.196.1 · 2.184.101

#957898

Fixed an issue with sorting by roles on the agents list

#957883

Fixed an issue with loading standalone custom table data

#957623

Removed the API configuration that requires administrator permission to clear feedback from a Ticket.

#957560

Added auditing for invoice line long decription

#957411

Fixed an issue with pulling UAT role changes into production

Also in 2.196.1 · 2.184.101

#956794

Fixed the Add to Project button on Sales Orders not working when "Projects to show when linking Sales Order lines" is set to "Show the Projects created on the Sales Order"

Also in 2.196.1 · 2.184.101

#956742

Fixed an issue with Edit Columns showing in error on credit notes and bills

#956677

Fixed a rare issue where $-SLAHOLDRICHACTIONNOTE could return unwanted actions

#956600

Fixed issue with loading the "Teams to assign to" in chat config

Also in 2.196.1 · 2.184.92

#956539

Fixed an issue with only showing direct relationships on the asset diagram

#956464

Fixed an issue with Reserved instance lines of Consumption Data from CSP failing to create in some cases

Also in 2.196.1 · 2.184.101

#956000

Fixed a rare issue where the agent invite screen could error

#955982

Resolved an issue with using dollar variable parameters in with Custom Field values

#955805

Resolved an issue with Connectwise Automate tickets assigning to the Default User instead of the user at the Location or Client of the Connectwise Automate ticket

#955787

Added parameters 'excludeimagelinks' & 'excludetotalcount' to the get all actions endpoint

#955664

Fixed an issue with 'automatic' default communication method on actions

#955563

Fixed an issue with start and target date fields when enabling timezone input

Also in 2.196.1 · 2.184.101

#955500

Fixed an issue with some fields not defaulting correctly on new services

#955345

Resolved an issue when changing the Ticket Type of a Ticket can cause the Department of a Ticket to update when the Team does not update when the new Team is not accessible by the Agent

Also in 2.196.1 · 2.184.101

#954857

Resolved an issue with Subscription period values incorrectly being taken from the Billing period using the Ingram Micro/Cloud Blue integration

#954749

Fixed an issue with appointment recreation and agent permissions causing an API error when reassigning tickets

Also in 2.196.1 · 2.184.101

#954673

Minor label change to the Checkbox setting on Automated Ticket configuration for making the entity inactive to better explain its function

#954635

Resolved issue with using Customer Relationships criteria on Notifications

#954315

Resolved an issue with content in configuration not correctly translating

#954187

Resolved an issue with the Pre-pay Notification Event using the Total instead of the Recurring amount for the % threshold check

#954124

Fixed a workflow cloning issue

#953993

Fixed an issue where translations wouldn't apply for FAQ lists on the portal

#953661

Added a hint for dynamic list custom field configuration when filtering on the server

#953327

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Fixed various minor issues with Ticket Type level Attachment permissions

#952462

Improved performance when editing custom fields

#952368

Fixed an issue with the Already Invoiced field on Sales Orders when updating linked Invoice lines

#949630

Added _isexternalrequest JSON property to Custom Tables to allow updating from third-party applications

Also in 2.196.1 · 2.184.101

#949064

Fixed an issue with query builder charge rate field on the actions table not displaying all charge rates correctly in some cases

Also in 2.196.1 · 2.184.101

#949026

Fixed a time zone issue with prepay allocation

#948459

Fixed an issue where $-CUSTOMERSIGNATURE variable wouldn't populate on PDFs sent to Users when using Report Service

Also in 2.196.1 · 2.184.101

#936068

Fixed an issue where QuickBooks Online income and expense accounts on Item Group defaults wouldn't apply to Items

Also in 2.196.1 · 2.184.101

#935526

Fixed an issue with the $-actionnote variable not working in 'Improve Agent Note' on actions

#896885

Fixed an issue with manually added Knowledge Base tags not showing as suggestions in the field

#883831

Fixed an issue with account column profiles not applying customer column profile overrides

#882916

Added security checks for idle session timeout, user lockout time, file scanning and strict PDF mode.

#881581

Fixed an issue with Giacom v2 method not setting status as intended in all cases

#842739

Fixed an issue with system fields not copying values to linked tickets when configured to do so

#831681